WO-8814Cedar Grove
FSM Global AI — Interactive Prototype
A clickable walkthrough of the AI-native platform defined in FSMGAI-REQ-002 v2.0 — Enterprise Asset Management, CMMS and Field Service Management in one data model. Every screen traces to a numbered requirement in the specification. Keep Guide Mode on to see what each screen demonstrates and why it matters.
26 modules
~300 requirements
AI with a seatbelt
One asset record, owned + installed base
How to use this prototype
- Start with the AI Command Center. It's the product thesis in one screen — the platform reasoning across assets, parts, contracts and people at the same time, and proposing an action bundle rather than a list of alerts.
- Watch for the violet edge. Everywhere in this product, AI generated marks machine-authored content, always with a confidence score and an explanation. It is a consistent visual contract, not decoration.
- Keep Guide Mode on. The right-hand panel explains each screen: who uses it, what it replaces, what to look at. Requirement chips like FR-SCH-003 appear inline. Toggle off for a clean demo.
- Follow the story. One incident runs through every screen: a predicted chiller failure where the part is out of stock, the contract expires in 27 days, and the only certified technician is on leave.
- This is a prototype. Fictional data, static logic. It exists to validate scope, sequence and design direction ahead of build.
The demo tenant
Atlas Industrial Services both maintains its own plant and services customer-owned equipment in the field — deliberately chosen, because the spec's first differentiator (D-1) is one record model spanning owned-asset EAM and customer installed-base FSM.
Operating in the United States and Jamaica, exercising multi-currency, multi-tax and multi-calendar requirements (FR-LOC-001 to 007).
Operating in the United States and Jamaica, exercising multi-currency, multi-tax and multi-calendar requirements (FR-LOC-001 to 007).
2,840 assets312 customer sites96 technicians184 instrumented assets
Edition packaging §8.1
| Edition | Positioned for |
|---|---|
| Essentials | Small maintenance teams — core CMMS + mobile |
| Professional | Field service operators — scheduling, inventory, portal |
| Enterprise | Asset-intensive operators — EAM, procurement, contracts |
| Autonomous | Full predictive + AI Command Center |
The screens — what each one is
◆
AI Command Center
One reasoning surface across every domain, proposing executable action bundles ranked by business impact — not an alert list.
FR-AIE-020..026 · D-2✎
New Service Request
The live entry form — live entitlement, duplicate detection while typing, derived priority. Under 30 seconds, by requirement.
FR-CMM-001 · FR-UXP-001▤
Work Order — Entry
The full transaction window: editable header, task / parts / labour grids, live cost roll-up, inline field editing.
FR-WOM-005 · FR-AIE-004▦
Operations Dashboard
The live operating picture: work in flight, SLA risk, backlog, technician status, reactive-to-planned mix.
FR-ANA-002/005 · OBJ-03☰
Request Intake
QR, portal, WhatsApp, email, phone and IoT — every channel producing one canonical request object.
FR-CMM-001 · FR-UXP-005◧
Triage & Entitlement
AI-assisted classification, duplicate detection, and the warranty / contract / billable decision made in seconds.
FR-AIE-005 · FR-CTR-005⬡
Asset 360
The organising object of the whole platform. Classification, hierarchy, full lifetime timeline, reliability, cost — with progressive disclosure by persona.
FR-MST-* · FR-UXP-013 · DC-3↻
Job Plans & PM
Revision-controlled job plans, multi-trigger PM, routes, meters and a 24-month forecast for budget and capacity.
FR-CMM-005..017⚒
Work Order
The unit of executable work — configurable state machine, AI-drafted job plan, failure coding, completion gate.
FR-WOM-* · FR-AIE-004⚠
Safety & Permits
Safety plans, permit-to-work, LOTO sign-off, calibration and the compliance evidence pack. The part cheap FSM tools don't have.
FR-SAF-001..012▤
Schedule & Dispatch
Board with hard constraints and explainable soft scoring, emergency insertion, and unconditional dispatcher override.
FR-SCH-001..014▯
Technician · My Day
Native, offline-first, prioritised. Under 30 seconds to raise a work order; under an hour to competence.
FR-MOB-001..004 · FR-UXP-001/002▮
Technician · Job
Checklist, parts, LOTO, signature — captured offline with an AI assistant that works from cache and says so.
FR-MOB-005..020 · FR-MOB-015▣
Inventory & MRO
Multi-location stock, serials and rotables, reservation at planning time, and AI demand forecasting.
FR-INV-001..015§
Contracts & Warranty
Entitlement rules, SLA matrices, warranty chains and supplier recovery — the money most operators leave uncollected.
FR-CTR-001..013 · OBJ-13₿
Finance & Billing
Cost on every work order, covered lines at zero price with cost retained, idempotent ERP hand-off.
FR-FIN-001..010◎
IoT & Predictive
Telemetry, condition rules and explainable failure prediction with remaining useful life and avoided-downtime proof.
FR-IOT-* · FR-CBM-001..010⚖
AI Governance
Autonomy levels per action, immutable AI action log, model registry, reversibility. What makes AI buyable by an enterprise.
FR-AIG-001..010 · DC-4⚙
Configuration Studio
Fields, forms, workflows and rules changed by an administrator in-product — no vendor, no deployment, upgrade-safe.
FR-CFG-001..014 · OBJ-12◉
Customer Portal
What the client sees — request, track, approve, prove compliance across sites, white-labelled.
FR-CPT-001..013What this prototype is — and is not
✓ It is
A design and scope artifact for FSMGAI-REQ-002 v2.0. A shared vocabulary for requirement workshops and early customer conversations. A demonstration of the experience standard and the AI provenance model across the platform.
✗ It is not
A working system. No real data, integrations, offline sync, scheduling engine or models. Items marked [ASSUMPTION] in the specification remain unvalidated. Release sequencing, effort and commercials are scoped separately.
AI Command Center FR-AIE-020
Reasoning across assets · workforce · inventory · contracts · finance · telemetry — ranked by business impact, not chronology FR-AIE-021
6
Action bundles awaiting decision
2 cross-domain
$186k
Cost of inaction, next 30 days FR-AIE-023
If nothing is accepted
74%
Recommendation acceptance rate FR-AIE-012
▲ 9 pts this quarter
11
Avoided-downtime events YTD FR-CBM-007
$312k quantified
Other ranked items FR-AIE-021
Rank 2 · Bad actor emerging0.79
AHU-14 class has produced 6 repeat failures in 90 days across 3 sites — proposes an FMEA review and a PM strategy change. FR-EAM-007
Rank 3 · Unrecovered warranty0.91
14 work orders performed on in-warranty assets, $22,400 recoverable, evidence pack assembled. FR-CTR-007 · OBJ-13
Rank 4 · Craft capacity shortfall0.84
Electrical craft forecast 118% loaded in weeks 38–40 against PM plan. Proposes contractor pre-booking. FR-SCH-010
Rank 5 · Emergency purchase pattern0.72
Belt SKUs bought at premium 9 times this quarter — indicates a stocking problem, not a demand spike. FR-PRC-010
AI Executive Summary FR-AIE-026
AI generated editable before use
Asset risk is concentrated in HVAC plant this month: one critical prediction at Harbourview and an emerging repeat-failure pattern on the AHU-14 class. SLA adherence holds at 96.4% but three P2 jobs are at risk from the electrical craft shortfall in weeks 38–40. Working capital is the standout opportunity — $22,400 of recoverable supplier warranty is sitting unclaimed, and premium emergency purchasing suggests min/max levels on belt SKUs were never revisited after last year's volume growth.
Covers critical failures, SLA risk, cost anomalies, backlog, technician and inventory shortages, repeat failures, underperforming locations and revenue opportunity — drafted, never auto-sent.
Operations Dashboard FR-ANA-002
Atlas Industrial Services · all regions · Thu 20 Aug 2026, 09:42 EST
318
Open work orders
Backlog −7%
5
SLA at risk FR-SCH-014
P1 ×1 · P2 ×4
84%
First-time fix OBJ-01
▲ 5.2 pts
96.4%
SLA adherence MTD OBJ-06
Target ≥95%
97%
PM compliance FR-CMM-017
In-window
Live operations map FR-GIS-001
Work mix & reliability
Reactive : planned — target 30:70 OBJ-03
38% reactive62% planned + predictive
| MTBF (HVAC class) | 1,840 h ▲ |
| MTTR | 3.2 h ▼ |
| Wrench time OBJ-05 | 61% ▲ 4 |
| Cost / work order OBJ-07 | $412 ▼ 8% |
Work in flight FR-ANA-006
| WO | Asset / Site | Type | Pri | Status | Assigned | Entitlement | SLA |
|---|---|---|---|---|---|---|---|
| WO-8829 | CH-402 · Harbourview Galleria, FL | ◆ Predictive | P2 | Planned | — | Contract | — |
| WO-8827 | PMP-118 · Atlas Plant 2 (owned) | Emergency | P1 | En route | MT M. Torres | Internal | 28 min |
| WO-8814 | AHU-14 · Cedar Grove Apts, FL | Corrective | P2 | In progress | DR D. Reyes | Contract | 4.1 h |
| WO-8802 | GEN-07 · Kingston Logistics, JM | Statutory | P3 | QA review | AK A. Campbell | Warranty | Met ✓ |
| WO-8788 | VFD-221 · Montrose Plaza, JM | Depot repair | P4 | At workshop | Depot | Billable | 3 days |
Request Intake FR-CMM-001
Every channel producing one canonical request object · Service desk view (PR-02)
18
Awaiting triage
Oldest 9 min
41%
Raised by QR scan, no licence FR-UXP-005
▲ adoption
26 s
Median mobile WO creation FR-UXP-001
Target ≤30 s
7
Closed at first contact today FR-CMM-003
Counted in FTFR
Incoming queue — all channels FR-CMM-001
| Channel | From | Asset / Site | Summary | AI triage FR-AIE-005 | Age | |
|---|---|---|---|---|---|---|
| ◆ Prediction | CBM engine model v4.2 | CH-402 Harbourview, FL | Compressor bearing degradation, 82% / 9 days | P2 · Contract · 0.88 | 6 min | |
| QR scan | Floor operator no licence | PMP-118 Atlas Plant 2 | "Pump making grinding noise, water on floor" | P1 · Internal · 0.93 | 11 min | |
| N. Grant Harbourview FM | ESC-02 Harbourview, FL | Escalator handrail slipping on level 2 | P3 · Contract · 0.81 | 22 min | ||
| Portal | S. Whitmore Cedar Grove | AHU-14 Cedar Grove, FL | Third fault this quarter — same unit | P2 · Repeat ⚑ · 0.86 | 34 min | |
| ops@montroseplaza.jm | Asset unknown ⚑ Montrose, JM | AC dripping in food court | P3 · Master-data flag | 51 min |
Channel, origin, geolocation, timestamp and requester are captured automatically on every request regardless of source FR-CMM-001. Requesters track their own request without a full user licence FR-CMM-002.
QR intake — no app, no licence FR-UXP-005
Anyone standing at the asset scans the tag, describes the fault, attaches a photo and gets a trackable status link. No account, no install, no seat. This is the single biggest driver of request-capture rates in the field.
WhatsApp assistant FR-CPT-012
Handrail on the level 2 escalator is slipping
09:20
Morning Nadine 👋 That's ESC-02 at Harbourview. Is anyone at risk right now?
09:20
No, we've coned it off
09:21
◆ Entitlement checked · covered under CON-2024-011
Ticket REQ-4471 raised as P3, response due today 17:20. I've attached last year's handrail tension record for the technician.
09:21 ✓✓
Would you like the Tuesday 08:00 or Wednesday 13:00 window? FR-FLD-010
09:21
Opt-in recorded, opt-out honoured, template governance applied, automatic fallback to SMS or email on delivery failure FR-CPT-011. Whole conversation logged to the asset timeline FR-CPT-013.
Request REQ-4482 — Triage & Entitlement FR-CMM-003
CH-402 compressor bearing degradation · Harbourview Galleria, FL · raised by prediction engine
AI triage FR-AIE-005
AI generated 0.88| Classification | HVAC → Chiller → Mechanical |
| Proposed priority | P2 |
| Resolver group | HVAC — Central FL |
| Duplicate check | None open FR-CMM-004 |
Entitlement decision FR-CTR-005
CONTRACT — COVERED
| Determining rule | CON-2024-011 §3.1 |
| Labour / parts | Included / Included |
| Response / resolution | 4 h / 24 h |
| Contract expiry | 27 days ⚑ |
Override permitted only by an authorised role, with reason recorded.
Warranty chain FR-CTR-006
Manufacturer (asset)Expired 2024
Extended warrantyNot purchased
Compressor (installed 2025)In warranty · 14 mo
AI generated
Compressor replaced under WO-6120 in Mar 2025 carries a 24-month supplier warranty. If bearing failure is attributable to that unit, this repair is a recovery candidate worth ~$4,100. FR-CTR-007
Prior work on this asset FR-MST-008
| Date | WO | Type | Failure coding FR-EAM-005 | Outcome |
|---|---|---|---|---|
| 14 May 2026 | WO-7702 | Corrective | Vibration → Bearing wear → Lubrication deficiency → Lubricate | First-visit fix |
| 03 Mar 2025 | WO-6120 | Corrective | Loss of cooling → Compressor → Winding failure → Replace | Warranty part fitted |
| 19 Nov 2024 | WO-5488 | Preventive | — | Completed in window |
Failure class → problem → cause → remedy is mandatory on corrective closure, which is what makes reliability analysis and AI root-cause possible at all.
AI root cause FR-AIE-002
AI generated 0.74
Ranked probable causes from 41 comparable chiller compressor events:
1. Lubrication interval too long — 58%
2. Misalignment after Mar-25 replacement — 27%
3. Ambient load beyond design duty — 15%
CH-402 — Carrier 30XA-802 Air-Cooled Chiller FR-MST-004
Harbourview Galleria › Roof South › Plant Room 2 · customer-owned, serviced under contract FR-MST-005
Failure predicted
82% probability within 9 days · remaining useful life 6–14 days
AI generatedmodel v4.2 · 0.88
Identity & position
| Asset ID / tag | CH-402 · QR ✓ NFC ✓ |
| Classification | Chiller › Air-cooled › Screw |
| Criticality | Critical |
| Serial | 30XA-4471-2019 |
| Owner | Harbourview Retail LLC |
| Location hierarchy | Site › Building › Roof S › Plant 2 |
Class specifications FR-MST-003
Capacity 802 kW · Refrigerant R-134a · Design ΔT 5.5 K · Compressor count 2 · Min ambient −10 °C
Capacity 802 kW · Refrigerant R-134a · Design ΔT 5.5 K · Compressor count 2 · Min ambient −10 °C
Structure FR-MST-002
Harbourview Galleria
└ Roof South
└ Chiller Plant
└ CH-402 ◀
├ Compressor A warranty
├ Compressor B
├ Condenser fan bank
└ Control panel
Location hierarchy and asset hierarchy are independent structures — the asset can move without losing either history. FR-MST-001
Condition now
Reliability & cost FR-MST-016
| Status | In service · degraded |
| Vibration | 7.4 mm/s (limit 7.1) |
| Run hours | 41,880 h |
| Next PM due | 05 Sep 2026 |
| MTBF | 1,610 h ▼ vs class 1,840 |
| MTTR | 4.1 h |
| Availability | 98.2% |
| Lifetime cost | $61,400 |
| Cost vs replacement value | 34% |
| Repair vs replace | Repair — review at 50% |
AI generated
Replacement not yet economic: 7 years of useful life remain at current duty, and lifetime cost is below the 50% review threshold. Revisit if a second compressor fails. FR-EAM-004
Asset timeline — every event, one thread FR-MST-008
20 Aug 2026 · Prediction raised ◆ CBM
Bearing degradation 82% / 9 days · request REQ-4482 · model v4.2
20 Aug 2026 · Condition alarm
Vibration 7.4 mm/s exceeded 7.1 limit on 3 consecutive readings · rule R-VIB-03
14 May 2026 · Work order WO-7702 First-visit fix
Bearing lubricated, mounts torqued · 1.8 h · $186 parts · signed by N. Grant
05 Mar 2026 · PM completed in window
Job plan JP-CHILL-Q rev 4 · 12 checklist items · 2 photos
03 Mar 2025 · Compressor A replaced Warranty part
WO-6120 · serial CMP-88214 · 24-month supplier warranty recorded
11 Jan 2024 · Ownership transfer
Site sold — asset and full history moved to Harbourview Retail LLC FR-FLD-004
History follows the asset, not the account — through resale, relocation, contract change and change of service provider. This is the platform's organising principle (DC-3) and the reason a technician arrives with context.
Documents FR-MST-012
📄 30XA service manual class level
📄 Wiring schematic rev C model level
📄 Commissioning certificate instance
📄 Roof access permit template safety
Available offline for any technician assigned to this asset.
Failure history FR-EAM-005
| Failure class | Count | Hours lost |
|---|---|---|
| Vibration / bearing | 3 | 7.4 |
| Compressor | 1 | 11.2 |
| Control / electrical | 2 | 2.1 |
Feeds bad-actor ranking and FMEA strategy review. FR-EAM-006/007
What a technician needs
In this view, enterprise constructs — classifications, cost accounts, failure hierarchies, FMEA — are hidden. Switch the toggle above to see the same record as a reliability engineer sees it. Same record, different disclosure. FR-UXP-013 · DC-5
Job Plans & Preventive Maintenance FR-CMM-005
Maintenance planner view (PR-04) · August 2026
312
Planned work orders this month
218 calendar · 61 meter · 33 statutory
9
Predictive work orders FR-AIE-003
Auto-generated with evidence
97%
PM compliance FR-CMM-017
Completed in window
1,840 h
Forecast labour demand, Sep FR-SCH-010
Electrical craft 118% loaded
Job plan JP-CHILL-Q — quarterly chiller service FR-CMM-006
Revision 4effective 01 Jul 2026 · rev 3 retained on work orders generated before that date
| # | Task | Craft | Persons | Est. hours | Parts / tools |
|---|---|---|---|---|---|
| 10 | Isolate and apply LOTO safety | HVAC | 1 | 0.3 | Lock kit |
| 20 | Record vibration at 4 points | HVAC | 1 | 0.4 | Vibration analyser |
| 30 | Inspect and lubricate bearings | HVAC | 1 | 0.6 | PRT-2210 ×2 |
| 40 | Check refrigerant pressures and superheat | HVAC | 1 | 0.5 | Gauge set |
| 50 | Clean condenser coil bank | General | 2 | 1.2 | Coil cleaner |
| 60 | Restore, test run and record readings | HVAC | 1 | 0.4 | — |
Reusable and revision-controlled: crafts, person counts, hours, parts kit, tools and safety requirements travel with the plan into every work order it generates. FR-CMM-005/006
PM trigger definition FR-CMM-008
CalendarEvery 90 days, floating from last completion
OR
MeterRun hours reach 2,500 since last service
OR
◆ ConditionVibration trend exceeds warning band
Generation lead time30 days FR-CMM-012
Seasonal suppressionNone
StatutoryNot cancellable FR-CMM-015
PM hierarchies generate structured child work orders across an asset tree; PM routes cover many assets under one work order with per-asset task lists. FR-CMM-009
Maintenance backlog — readiness state FR-CMM-016
84
Ready to schedule
31
Awaiting parts
17
Awaiting access
12
Awaiting shutdown
6
Ageing > 60 days
Backlog is only useful if it says why work isn't moving. Readiness state, ageing and estimated hours are what make a weekly schedule realistic rather than aspirational.
Work Order WO-8829 FR-WOM-002
Predictive · CH-402 compressor bearing · from REQ-4482 · Harbourview Galleria, FL
Status model — configurable per work order type and site FR-WOM-002 · FR-CFG-003
✓
Requested
✓
Approved
●
Planned
4
Scheduled
5
Dispatched
6
En route
7
In progress
8
Complete
9
QA reviewed
10
Ready to bill
11
Closed
Every transition validated against the configured state machine and written to an immutable audit log with actor, timestamp, geolocation and reason where required. FR-WOM-003
AI-drafted job plan FR-AIE-004 · D-3
AI generated0.81
drafted from 3 comparable completed compressor bearing jobs
| # | Task | Craft | Est. | Parts | |
|---|---|---|---|---|---|
| 10 | Roof access permit + LOTO isolation | HVAC | 0.4 h | Lock kit | |
| 20 | Baseline vibration + thermal reading | HVAC | 0.3 h | Analyser | |
| 30 | Drain, remove and replace compressor bearing set | HVAC | 2.5 h | PRT-9014 | |
| 40 | Alignment check and correction | HVAC | 0.8 h | Dial gauge | |
| 50 | Recommission, verify vibration below limit | HVAC | 0.6 h | — |
Planner shortage is the single biggest constraint on EAM adoption — most organisations never build the job plan library the software assumes. Drafting from comparable completed work is how that library gets built without a planning department.
Requirements & approval FR-WOM-005/006
| Certification | EPA-608 + Chiller |
| Permit | Roof access FR-WOM-016 |
| Safety plan | SP-CHILL-02 |
| Parts | PRT-9014 · 0 stock |
| Estimated cost | $8,400 |
| Approval | Auto — within contract |
Completion gate FR-WOM-009
Cannot reach Complete until all captured:
Mandatory checklist items
Labour by person and craft
Parts consumed with serials
Failure class / problem / cause / remedy
Customer signature (or No-Access path with supervisor approval)
Downtime capture FR-WOM-008
Recorded against the work order, planned vs unplanned, with service impact — this is what makes availability and avoided-downtime reporting real rather than estimated.
| Type | Planned window | Service impact | Cost rate |
|---|---|---|---|
| Planned | Day 12, 22:00–03:00 | Reduced cooling capacity, mall closed | $0 / h |
| If unplanned | Any trading hour | Full cooling loss, retail impact | $4,900 / h |
Safety, Permits & Compliance FR-SAF-001
Safety plans · permit-to-work · LOTO · calibration · statutory evidence
14
Active permits
3 hot work · 2 confined space
2
Certifications expiring <30 days FR-SAF-008
Assignment blocked on expiry
100%
Statutory inspections in window FR-CMM-015
12 months rolling
96%
Calibrations within tolerance FR-SAF-007
4 as-found failures logged
Permit PTW-0918 — roof access & work at height FR-SAF-002
✓
Requested
✓
Approved
●
Issued
4
Extended
5
Closed
| Valid | Day 12, 20:00 → Day 13, 06:00 |
| Issued by | R. Alvarez, Site Safety Officer |
| Linked work order | WO-8829 |
| Check-in rule | Blocked if permit expired FR-WOM-016 |
Safety plan SP-CHILL-02 FR-SAF-001
Hazards
Working at height · rotating machinery · stored energy · refrigerant exposure
PPE required
Harness + anchor · gloves · eye protection · gas monitor
Isolation points
3 electrical · 1 refrigerant line · 1 mechanical guard
LOTO sign-off FR-SAF-003
Per-point sign-on and sign-off recorded on the technician's device — not on a clipboard.
ISO-1 Main breaker, panel MCC-2
Locked 20:14 · D. Reyes · lock 0447
ISO-2 Control circuit
Locked 20:16 · D. Reyes · lock 0448
ISO-3 Refrigerant service valve
Pending
ISO-4 Fan bank mechanical guard
Pending
Work start is blocked until every isolation point is signed on. Sign-off in reverse order on completion.
Inspection failure → corrective action FR-SAF-006
| Inspection | Failed item | Auto-raised | Owner | Due |
|---|---|---|---|---|
| Fire system Q3 · Palm Court | Zone 4 sounder inaudible | WO-8791 | M. Torres | 3 days |
| Roof safety · Harbourview | Anchor point 2 corroded | WO-8776 | R. Alvarez | Overdue 2 d |
| Electrical thermography | MCC-2 phase B hotspot 71 °C | WO-8770 | M. Torres | Closed |
A failed item never dies in a PDF — it becomes work with an owner, a priority and a due date, derived from configurable rules.
Certification register FR-SAF-008
| Technician | Certification | Expires | Assignment |
|---|---|---|---|
| D. Reyes | EPA-608 Universal | Mar 2028 | Eligible |
| D. Reyes | Chiller — screw type | Nov 2026 | Eligible |
| M. Torres | Confined space | 11 Sep 2026 | Renew · 22 days |
| J. Brooks | Work at height | Expired | Blocked FR-SCH-004 |
A lapsed certification removes the technician from the candidate pool automatically — the scheduler cannot assign around it.
Schedule & Dispatch FR-SCH-001
Central Florida territory · dispatcher view (PR-05) · board / Gantt / map / capacity
P1WO-8827 · Pump PMP-118 emergency · Atlas Plant 2
requires mechanical craft + confined space · response due 10:10
AI generatedranked candidates
Hard constraints applied first — certification, tools, site clearance, roster, working-time and fatigue rules, licence validity FR-SCH-004. 11 of 14 technicians filtered out before scoring.
MTM. TorresScore 93
DRD. ReyesScore 71
Mid-job at Cedar Grove — would displace WO-8814 FR-SCH-007
CTApex Mech. (contractor)Score 58
Contractors compete as schedulable capacity with visible cost FR-SCH-013
Override is never harder than acceptance, and every override is logged with reason as tuning data. FR-SCH-012 · FR-AIG-007
Board — Thu 20 Aug FR-SCH-002
Resource
8:00
9:00
10:00
11:00
12:00
13:00
14:00
15:00
16:00
DRD. Reyes
HVAC · EPA-608
HVAC · EPA-608
cont'd
travel
WO-8820Palm Court PM
cont'd
MTM. Torres
Mech · Confined sp.
Mech · Confined sp.
WO-8809Plant 2 insp.
travel
WO-8827 ⚠P1 emergency
cont'd
WO-8831Lakeview
JBJ. Brooks
HVAC · height ⚠
HVAC · height ⚠
WO-8802Statutory
cont'd
WO-8818Montrose
cont'd
CTApex Mech.
Contractor FR-FLD-008
Contractor FR-FLD-008
WO-8795Scoped dispatch
cont'd
P1 insertion displaces the lowest-priority conflicting booking, auto-reschedules it and notifies the affected customer FR-SCH-007. Routes optimise across each technician's day including breaks and storeroom stops FR-SCH-008. Technician location display respects jurisdictional privacy configuration FR-SCH-011 · FR-LOC-007.
Technician App — My Day FR-MOB-002
Native iOS / Android · offline-first · PR-02 / PR-03
09:46FSM Global AI▂▄▆ 71%
Morning, Marco
Thu 20 Aug · 4 jobs · 1.8 h travel
WO-8809 · Plant 2 inspectionDone ✓
Atlas Plant 2 · 8:00–8:50 · signed
WO-8827 · Pump PMP-118P1
Atlas Plant 2 · confined space · due 10:10
WO-8831 · Cold room sealP3
Lakeview Medical · 14:00 window
WO-8829 · CH-402 bearing◆ Day 12
Awaiting part · appears when PO-3391 receipts
Offline ready: job packs, asset history, manuals, safety plans and checklists cached for 72 hours. FR-MOB-001
Usability specified as requirement, not aspiration §5.3
The spec turns usability into release gates measured by instrumented task timing: a work order created in five interactions or fewer, under 30 seconds FR-UXP-001; a new technician receiving, executing and closing a job within an hour of first login FR-UXP-002; SUS score of 80 or above with no regression between releases FR-UXP-012. That is what separates a tool technicians use from one they work around.
Offline is a constraint, not a feature
72 hours fully offline NFR-12; a full eight-hour shift of queued work synchronising in under two minutes NFR-13. Conflicting field-level changes surface in a conflict queue and are never silently overwritten FR-MOB-016. Media uploads on a separate resumable channel so a large photo never blocks a status advance FR-MOB-018.
Glove mode & accessibility FR-UXP-011
High-contrast mode, dark mode and enlarged touch targets usable with gloves on field surfaces; WCAG 2.1 AA on web and customer surfaces. Field ergonomics are a functional requirement in this spec, not a design preference.
Technician App — Job Execution FR-MOB-005
WO-8827 on site · captured entirely offline
10:04WO-8827✈ Offline
PMP-118 · Pump House B
Checked in 10:02 · inside geo-fence ✓
✓ Job pack
✓ History 24
⚠ Confined space
Permit ✓
LOTO — 2 of 3 signed FR-SAF-003
ISO-1 Feeder breaker · 10:03
ISO-2 Control circuit · 10:04
ISO-3 Suction valve *
Checklist FR-MOB-007
Casing temperature: 68 °C
Photo — seal area 📷
Replace mechanical seal *
Failure coding * FR-EAM-005
AI assistantOffline mode
"Seal keeps weeping after fit — what am I missing?"
Two prior fixes on this pump class cite shaft sleeve scoring. Check sleeve runout before refitting — service manual §6.3, p.44.
Answering from cached procedures and prior resolutions. Online sources unavailable. FR-MOB-015 · FR-AIE-017
Parts from van FR-MOB-009
Mech. seal kit PRT-4420× 1
Serial SL-77213 captured✓
The AI assistant that admits its limits
Offline, the assistant answers only from the cached procedure and prior-resolution set for this technician's asset scope — and says so on screen FR-MOB-015. Below a configurable confidence threshold it abstains rather than inventing an answer FR-AIE-017. Every answer cites its source document, section and page FR-AIE-015. In a plant room, a confident wrong answer is worse than no answer.
What the four queued items do on reconnect
Readings, photo, LOTO sign-ons and parts consumption sync in order with idempotency keys. Non-conflicting fields merge automatically; a clash — say the dispatcher moved the booking meanwhile — surfaces in the technician's conflict queue for a decision FR-MOB-016. Spec risk R-06 names silent data loss as the thing that destroys technician trust permanently.
Why LOTO belongs on the phone
Per-point sign-on with timestamp and identity turns an isolation procedure into evidence. It also gates the work: the checklist cannot advance to the seal replacement step until ISO-3 is signed. Paper permits can't do that.
Inventory, Storerooms & MRO FR-INV-001
Storeroom controller view (PR-08) · 1 central WH · 4 site storerooms · 96 vans
$1.84M
Inventory value FR-INV-009
Weighted average
1.3%
Stock variance OBJ-09
Target <2%
91%
Van fill rate FR-INV-013
Correlates +7 pts FTFR
$214k
Excess / obsolete identified FR-INV-011
◆ AI flagged
Item master & stock position FR-INV-002
| Item | Tracking | Central | Site stores | Vans | Reserved FR-INV-006 | Min/Max | State |
|---|---|---|---|---|---|---|---|
| Compressor bearing kit PRT-9014 | Serial | 0 | 0 | 0 | 1 (WO-8829, soft) | 2 / 6 | Stock-out · PO expedited |
| Mechanical seal kit PRT-4420 | Serial + lot | 11 | 4 | 7 | 2 (hard) | 6 / 24 | OK |
| Fan bearing set 40 mm PRT-2210 | — | 18 | 6 | 9 | 3 | 8 / 30 | OK |
| VFD drive 5.5 kW PRT-5520 | Rotable | 2 | 0 | 0 | 0 | 2 / 6 | 1 in repair pool |
| Drive belt A-88 PRT-1180 | — | 64 | 21 | 18 | 0 | 10 / 40 | ◆ Excess · 3.2 yr cover |
Reservation happens at planning or scheduling time, hard versus soft, released on cancellation FR-INV-006 — so an SLA is never promised against stock that isn't committed. Every transaction carries audit trail, cost impact and originating document FR-INV-007.
AI inventory intelligence FR-INV-011
AI generated 0.83
Stock-out risk (30 d): 4 SKUs, driven by the September PM programme and two open predictions.
Emergency purchase pattern: belt SKUs bought at premium 9× this quarter. Min/max was never revisited after last year's volume growth — this is a stocking problem, not demand. FR-PRC-010
Van composition: recommends adding PRT-2210 to 3 more HVAC vans; modelled +4 pts first-time fix. FR-INV-012
Movements today FR-INV-007
08:12 Issue → Van MT · PRT-4420 ×1
08:40 Transfer WH → Kingston · PRT-1180 ×6
09:05 Return to repair pool · VFD SN-0781
09:22 PO-3391 raised · PRT-9014 ×2 expedited
09:40 Cycle count variance · investigation task raised
Contracts, Warranty & Entitlement FR-CTR-001
Contract manager view (PR-10) · 47 active agreements
Contract register
| Contract | Type | Account | Sites | PM compliance FR-CTR-008 | Entitlement used FR-CTR-009 | Expiry | Margin FR-CTR-011 |
|---|---|---|---|---|---|---|---|
| CON-2024-011 | Service agreement | Harbourview Retail | 1 | 97% | 81% | 27 days ⚑ | +29% |
| CON-2024-032 | PM agreement | Cedar Grove Properties | 3 | 93% | 54% | Mar 2027 | +22% |
| CON-2025-004 | Extended warranty | Kingston Logistics 🇯🇲 | 2 | 88% | 38% | Oct 2027 | +16% |
| CON-2025-018 | Service agreement | Lakeview Medical | 1 | 100% | 96% | Jun 2027 | −7% |
| CON-2025-041 | Master agreement | Montrose Plaza 🇯🇲 | 1 | 84% | 44% | Jan 2027 | +11% |
AI generated 0.86
Two contracts at risk. Lakeview is running at −7% margin with 96% of its visit allowance consumed nine months in — service intensity, not pricing, is the cause; recommends a maintenance strategy review before renewal rather than a price rise. Harbourview expires in 27 days with an $8,400 predicted repair pending; sequencing the renewal conversation before the repair is worth roughly $6,200 of margin. FR-CTR-013
SLA matrix — CON-2024-011 FR-CTR-004
| Pri | Response | Resolution | Calendar |
|---|---|---|---|
| P1 | 2 h | 8 h | 24×7 |
| P2 | 4 h | 24 h | 24×7 |
| P3 | 8 h | 3 d | Bus. hrs |
| P4 | 2 d | 10 d | Bus. hrs |
Clocks run against the contractual working calendar with per-jurisdiction holidays; pause and resume on defined reason codes; proactive alert at 75% consumed. FR-FLD-011 · FR-LOC-003
Warranty recovery FR-CTR-007 · OBJ-13
$22,400
recoverable, 14 work orders, evidence assembled
| Submitted YTD | $61,200 |
| Recovered YTD | $48,900 |
| Rejected / disputed | $4,100 |
Work performed on an in-warranty asset is flagged automatically for recovery assessment FR-EAM-009. Most operators never claim this because nobody notices in time.
IoT, Condition Monitoring & Predictive FR-IOT-001
184 instrumented assets · 11 gateways · MQTT / OPC-UA / BACnet · model v4.2
CH-402 — vibration trend and prediction FR-CBM-004
AI generated0.88 · model v4.2Why this prediction FR-CBM-005
Every prediction identifies contributing signals, their weight, the comparable historical failures used and a confidence score — a black box gets overridden and then ignored.
Asset risk ranking
CH-402 · Harbourview82%
RUL 6–14 d · bearing wear
GEN-07 · Kingston58%
RUL ~4 wks · coolant temp drift
AHU-14 · Cedar Grove44%
Belt slip signature · repeat offender
PMP-118 · Plant 2non-instrumented
Predicted from work history, age and duty FR-AIE-001
Data trust FR-CBM-010
| Devices reporting | 179 / 184 |
| Stale > 24 h | 3 |
| Implausible readings quarantined | 2 |
| Model precision / recall | 0.84 / 0.79 FR-CBM-008 |
No predictive work order is raised from data the platform has flagged as untrustworthy. Silence from a sensor is treated as a data-quality exception, not as "all clear".
Benefit proof — avoided downtime FR-CBM-007 · OBJ-14
11
Predicted failures prevented YTD
$312k
Downtime cost avoided, quantified at asset downtime rate
0.84
Model precision, reported monthly
4
False positives, retained for retraining
Raw telemetry lands in a time-series store; only aggregates and derived readings reach the transactional store FR-IOT-003 — the design decision that stops telemetry volume from destroying the operational database.
AI Governance FR-AIG-001
Autonomy levels · immutable action log · model registry · reversibility — design commitment DC-4, "AI with a seatbelt"
Autonomy configuration — per action type, per site, per criticality FR-AIG-002
| AI action | Suggest only | Act on approval | Act automatically | Reversible? | Current setting |
|---|---|---|---|---|---|
| Draft job plan FR-AIE-004 | ○ | ◉ | ○ | Yes | Act on approval |
| Classify and route request FR-AIE-005 | ○ | ○ | ◉ | Yes | Automatic + notify |
| Raise predictive work order FR-AIE-003 | ○ | ◉ | ○ | Yes | Act on approval |
| Reserve stock / raise purchase order | ○ | ◉ | ○ | 24 h window | Act on approval |
| Cancel or defer statutory inspection | ◉ | ○ locked | ○ locked | Safety-critical | Suggest only — cannot be raised FR-AIG-003 |
| Approve billing / invoice posting | ◉ | ○ locked | ○ locked | Financially material | Suggest only |
| Send customer communication | ○ | ◉ | ○ | Not after send | Act on approval |
No safety-critical, contractually material or financially material action becomes irreversible solely because a model recommended it, and a tested reversal path must exist FR-AIG-003. AI capability is disableable per tenant, per module and per action type without loss of core function FR-AIG-010 — which is what lets a conservative buyer adopt the platform and turn the intelligence on later.
Immutable AI action log FR-AIG-004
| Time | Action | Model | Conf. | Autonomy | Human decision | Outcome |
|---|---|---|---|---|---|---|
| 09:41 | Predicted failure CH-402 | cbm-v4.2 | 0.88 | Approval | Accepted · K. Ellis | WO-8829 raised |
| 09:41 | Drafted job plan, 5 tasks | plan-v2.0 | 0.81 | Approval | Accepted with edits | Task 40 hours raised 0.8→1.2 |
| 09:22 | Recommended M. Torres for WO-8827 | sched-v3.1 | 0.93 | Approval | Accepted | Booking created |
| 08:58 | Proposed contractor for WO-8795 | sched-v3.1 | 0.66 | Approval | Rejected — "cost" | Retained as tuning signal FR-AIE-024 |
| 08:30 | Triaged 14 requests | triage-v5 | 0.79–0.94 | Automatic | — | 2 later re-prioritised by agent |
Actor, model, version, inputs, output, confidence, autonomy level, human decision and outcome — not modifiable by any application role. This log is what an auditor, a regulator or a customer's risk officer will actually ask to see.
Acceptance trend FR-AIE-012
Scheduling recommendations81% ▲
Job plan drafts74% ▲
Predictive work orders88% ▲
Command Center bundles62% ▲
Falling acceptance is an early warning of model drift or a change in ground conditions — it is reported, not hidden.
Data boundaries FR-AIG-008
Cross-tenant model trainingOff by default
ConsentExplicit · revocable
Knowledge answersPermission-scoped FR-AIE-016
Bias monitoringAssignment + prioritisation FR-AIG-006
Configuration Studio FR-CFG-001
Tenant administrator (PR-14) · no vendor, no deployment, no downtime FR-CFG-013
94%
Change requests closed by configuration alone OBJ-12
Target ≥90%
0
Vendor tickets raised this quarter
Down from 31
4.2 h
Median time from request to live change
Was 6 weeks
0
Configuration items at upgrade risk FR-CFG-012
Checked pre-upgrade
Field palette FR-CFG-001
⠿ Text text
⠿ Number number
⠿ Currency currency
⠿ Lookup lookup
⠿ Calculated formula
⠿ Signature signature
⠿ Geolocation geo
Custom fields on any core entity — text, number, currency, date, boolean, select, lookup, formula, rich text, attachment, geolocation and signature.
Form designer — Work order · HVAC · Site: Harbourview FR-CFG-002
Section — Fault detail
⠿ Failure class picklist · required
⠿ Refrigerant type picklist · HVAC only
⠿ EPA cylinder ID custom · new
Section — Cost hidden from technician role FR-CFG-010
⠿ Contractor rate currency · masked
⠿ GL account lookup · finance only
Layout, sections, visibility and requiredness differ by role, site, asset class and work order type — the same object, presented correctly to each audience. Field-level permissions include read-only, hidden and masked states.
No-code rule FR-CFG-004
WHEN Work order · Asset class = "Chiller"
AND Estimated cost > 5000
REQUIRE field "Contract manager approval"
SHOW section "Quotation"
VALIDATE "Approval must precede scheduling"
Conditional visibility, requiredness, defaults, cross-field validation and the user-facing message — all authored in-product. Every automation execution is logged FR-CFG-005.
Governance around the freedom
Configuration stored asVersioned data, never code FR-CFG-011
Promotion pathSandbox → UAT → Production
Upgrade safetyGuaranteed; at-risk items reported first FR-CFG-012
RollbackTo any prior version FR-GAD-008
Developer extensionsSandboxed, separately governed FR-CFG-014
Spec risk R-03 is that configurability creates unsupportable per-tenant divergence. The answer is that configuration is versioned data with a guaranteed upgrade path — and the code extension surface is fenced off from it.
Finance & Billing Hand-off FR-FIN-006
Finance view (PR-12) · cost accounting and the ERP boundary
$412
Cost per work order OBJ-07
▼ 8% YoY
$38.20
Maintenance cost per asset, MTD
▼ 4%
$186k
Service revenue posted MTD
▲ 11%
2
Failed postings FR-FIN-009
Visible within 15 min
Ready to bill — QA approved FR-WOM-009
| WO | Site | Labour | Parts | Travel | Entitlement | Invoice value | ERP |
|---|---|---|---|---|---|---|---|
| WO-8802 | Kingston Logistics · JM | 3.0 h | J$28,400 | J$4,200 | Warranty | J$0 claim raised | Posted ✓ |
| WO-8814 | Cedar Grove · US | 2.2 h | $146 | $22 | Contract | $0.00 cost $412 retained FR-FIN-007 | Posted ✓ |
| WO-8788 | Montrose Plaza · JM | 4.5 h | J$112,000 | J$6,800 | Billable | J$214,600 +15% GCT FR-LOC-005 | Queued |
| WO-8760 | Lakeview · US | 6.0 h | $2,180 | $25 | Billable | $3,466.00 | Failed — replay available |
Posting is idempotent — a work order can be billed exactly once, whatever the retry behaviour of the integration FR-FIN-006 · FR-ITG-008. Contract-covered lines post at zero price with cost retained, which is the only way contract margin analysis stays honest.
Cost captured per work order FR-FIN-002
Internal labouractual + standard rate
Contractor labourfrom PO receipt
Partsat valuation cost
Travel · tools · permitscaptured on device
Downtime costrate × duration
Mapped to GL accounts and cost centres by asset, location, work order type and transaction type FR-FIN-001.
Segregation of duties FR-FIN-010
No single role may both configure entitlement or pricing and approve billing. Enforced in the role model, not by policy document — which is the first thing an auditor tests.
Customer Portal FR-CPT-001
N. Grant, Facility Manager, Harbourview Retail (PR-11) · white-labelled FR-CPT-010
New Service Request FR-CMM-001
Requester / service desk (PR-01, PR-02) · deliberately thin — five interactions, under 30 seconds FR-UXP-001
Why this form is short
A requester is a floor operator, a tenant or a facility manager — not a maintenance professional. Every field added here reduces the number of faults that ever get reported. Classification, priority and entitlement are derived, not asked. The service desk refines them at triage; the requester just says what's wrong.
Try these
1. Pick CH-402 — entitlement resolves live against the contract, with the determining rule shown.
2. Type handrail in the description — a duplicate candidate surfaces before you save. It is never merged automatically FR-CMM-004.
3. Pick Asset not listed — the request still goes through, and raises a master-data correction flag instead of blocking.
4. Submit with a field empty — validation fires with a user-facing message authored in Configuration Studio FR-CFG-004.
2. Type handrail in the description — a duplicate candidate surfaces before you save. It is never merged automatically FR-CMM-004.
3. Pick Asset not listed — the request still goes through, and raises a master-data correction flag instead of blocking.
4. Submit with a field empty — validation fires with a user-facing message authored in Configuration Studio FR-CFG-004.
Same form, three doors
This exact object is created by the QR scan with no login, by the WhatsApp assistant, by the portal, by an agent on the phone and by an IoT prediction. One canonical request, whatever the channel FR-CMM-001.
Work Order — Transaction Entry FR-WOM-005
WO-8829 · CH-402 compressor bearing · Harbourview Galleria · Planned
Unsaved changes
Header FR-WOM-005
13 types FR-WOM-001
Description is required
Filters the scheduling pool FR-SCH-004
Validated before check-in FR-WOM-016
Added by an admin in Configuration Studio — no release, no vendor FR-CFG-001
Mandatory before Complete FR-EAM-005
4 fields hidden in this view. Cost centre, GL account, failure class and the custom EPA field are planner and finance constructs. A technician never sees them — same record, different disclosure. Switch to Planner view above. FR-UXP-013 · FR-CFG-010
Task list FR-CMM-005
0 tasks| # | Task | Craft | Persons | Est. hrs | Parts / tools | |
|---|---|---|---|---|---|---|
| Total planned labour | 0 | 0.0 |
Rows are editable and deletable. Try Draft job plan with AI — five task lines are written into the grid from comparable completed work, each fully editable. The planner accepts, edits or deletes; nothing is imposed. FR-AIE-004 · FR-AIG-007
Planned parts FR-WOM-005
| Part | Qty | Unit cost | Reservation | |
|---|---|---|---|---|
| Parts subtotal | $0 |
Reservation happens at planning time, hard or soft, released on cancellation FR-INV-006. PRT-9014 is at zero stock — the line shows soft reservation against the expedited purchase order rather than a false promise.
Planned labour FR-FIN-002
| Resource / craft | Hours | Rate | Cost | |
|---|---|---|---|---|
| Labour subtotal | 0.0 | $0 |
Internal labour at actual and standard rates, contractor labour from purchase order receipt — both land on the same work order cost FR-FIN-002.
Estimated cost roll-up FR-FIN-002
| Planned labour | $0 |
| Planned parts | $0 |
| Travel (est. 2 trips) | $48 |
| Permit & access | $120 |
| Expedite premium PO-3391 | $310 |
| Total estimated | $0 |
| Entitlement FR-CTR-005 | Contract — covered |
| Invoice value to customer | $0.00 |
| Cost retained for margin FR-FIN-007 | $0 |
Edit any hours or quantity on the Parts & labour tab and these figures recalculate live. Covered work posts at zero price with cost retained — otherwise contract margin is a guess.
Costs are hidden in Technician view
Rates, margins and GL accounts are masked at field level for the technician role FR-CFG-010 · FR-SEC-002. Switch to Planner view to see the roll-up. Field-level security is enforced server-side on every API path, not by hiding a tab in the client.
Contractor rate: masked Margin: masked
Approval FR-WOM-006
Threshold$5,000
This work order$0
RuleChiller class > $5,000 → contract manager
StatusAuto-approved — within contract
The approval matrix itself is configuration — value, type, site and entitlement outcome, editable by an administrator without a release FR-CFG-003.
Record details — click any value to edit
Inline edit FR-UXP-007Work orderWO-8829 system-generated, per-country prefix
Reported byCBM prediction engine
Site contactN. Grant — Facility Manager
Access notesRoof key from security desk, escort required after 20:00
Scheduled windowDay 12 · 22:00 – 03:00
Est. duration4.6 hours
Downtime typePlanned — outside trading hours
Row version14 optimistic concurrency — a stale save returns 412 rather than overwriting FR-ITG-008
Edited fields highlight amber and stay highlighted until saved. Click a value, change it, then press Escape to cancel or Enter to commit.
Audit stamp FR-WOM-003
Created20 Aug 09:41 · system
Last modified20 Aug 09:44 · K. Ellis
Transitions logged3 · immutable
Geolocationcaptured on field transitions
Every create, update and delete on a regulated entity is written to an immutable log not modifiable by any application role FR-SEC-005.
Concurrency
If a dispatcher moved this booking while you had the record open, saving returns a conflict rather than overwriting their change. On mobile the same rule produces the technician's conflict queue — field-level merge where possible, surfaced for a human decision where not FR-MOB-016.