Guided Workflows
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Guided Workflows

Step-by-step field procedures that chain the right tools together in the right order. Pick a procedure to open it.

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Field Procedure · 01

AC Not Cooling

For an AC system that runs but isn't cooling, or is cooling poorly. This procedure separates airflow problems from charge problems before you open the refrigerant circuit. For coolrooms and fridges, use Coolroom / Fridge Not Holding Temp.

0 / 6 steps checked

  1. Confirm the cooling call and site conditions

    Confirm the system is set to cool and is actually running (compressor and both fans on), and note ambient conditions before you touch anything. Required before proceeding to any reading below.

  2. Inspect filter, coil and registers

    Visually check filter condition, coil cleanliness/icing, and that supply and return registers are open and unblocked.

  3. Run Airflow / Delta-T

    Take return and supply air temperatures through the check. A high split points to low airflow; a low split points to charge or metering. A healthy split is roughly 8.5–12.5 °C at ~50% indoor RH — the tool adjusts the band for humidity.

    Airflow / Delta-T Check
  4. Diagnose the charge

    If the split points to charge, hook up gauges. The tool gives a deterministic verdict: undercharge, overcharge, restriction or airflow.

    Superheat & Subcooling
  5. Verify against saturation data

    Cross-check any suspicious gauge reading against saturation pressure for the refrigerant before adding or recovering gas.

    PT Chart
  6. Log refrigerant handled

    If refrigerant is added or recovered in Australia, record the movement before leaving site.

    ARCtick Records
Decision noteIf high split, check airflow first — filter, coil, registers, duct restriction. Superheat and subcooling readings mean nothing with a blocked filter or iced coil. If low split, move straight to the charge check with gauges connected.

What to record

  • Return/supply temperature split and verdict (airflow vs charge)
  • Superheat / subcooling readings and charge verdict
  • Saturation pressure cross-check (refrigerant + reading)
  • Refrigerant type, and quantity added/recovered if handled
  • Follow-up action required (parts, cleaning, further diagnosis)
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Field Procedure · 05

Coolroom / Fridge Not Holding Temp

For refrigeration — coolroom, freezer or commercial fridge — that can't pull down to temperature or won't hold it. Most “needs gas” calls are actually defrost, airflow or condenser problems: work this order before opening the circuit.

0 / 6 steps checked

  1. Confirm operation, setpoint and the controller's story

    Is the compressor actually running, or is the unit in defrost? Check the controller setpoint and differential, and compare its probe reading against your own thermometer — a drifted or badly-placed probe fakes a “not cooling” call.

  2. Inspect the evaporator — ice, airflow, fans

    Look for an iced-up coil, dead evaporator fans, or product stacked against the airflow. An iced coil means a defrost problem (heater, timer, termination, drain) or door/infiltration load — fix that first; charge readings on an iced coil are meaningless.

  3. Inspect the condenser — the most common culprit

    Dirty condenser coil, failed condenser fan, or a plant room running hot — all push head pressure up and capacity down. Clean the coil and confirm fan operation before touching refrigerant.

  4. Gauge up — superheat and subcooling

    With coils clean and fans running, take superheat and subcooling at the room's actual evaporating temperature. Wrong superheat (TXV drifted, bulb loose) starves or floods the coil even with a correct charge. As a guide: refrigeration coils typically run 4–8 K superheat, with the evaporator about 6–10 K below room temperature (freezers 5–8 K).

    Superheat & Subcooling
  5. Separate charge, restriction or compressor

    Cross-check gauge readings against saturation pressure at the room's evap temp. Low suction + low subcooling → charge or leak. High subcooling + starved evap → restriction (drier/TXV). Low head AND high suction with low amps → compressor not pumping.

    PT Chart Start & Run Diagnostics
  6. Check the load is realistic, and log refrigerant

    If the plant checks out but can't keep up, the room load may have outgrown it — verify with the coolroom heat load. Record any refrigerant added or recovered before leaving site.

    Coolroom & Freezer Heat Load ARCtick Records
Decision noteIced coil → defrost/airflow first, never charge. Hot dirty condenser → clean it and re-test before any gas is added. Only condemn the compressor after charge, metering and both coils check out — and confirm with amps against nameplate.

What to record

  • Room temp vs setpoint, and controller probe check
  • Evaporator / condenser condition (ice, dirt, fans)
  • Superheat / subcooling readings and verdict
  • Saturation cross-check at the room's evap temp
  • Refrigerant type and quantity added/recovered, if any
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Field Procedure · 06

Refrigeration Control Fault-Finding

For refrigeration plant that's dead, short-cycling or locked out — tracing the mechanical control circuit: transformer, stats, pressure controls, klixons, defrost circuit and the safety chain, in order. For PCB-based AC systems use HVAC Control Fault-Finding.

0 / 6 steps checked

  1. Isolate, then identify the circuit

    Lock off before opening the panel. Find the wiring diagram (panel door or lid), identify the control voltage (24 V / 240 V) and note the order of controls in the safety chain before probing anything.

  2. Verify control supply

    Confirm the control voltage is present — transformer output, control fuse, and any plug/terminal connections. No control voltage explains everything downstream; fix that first.

  3. Trace the safety chain to the open control

    Work along the chain — HP switch, LP switch, overloads, klixon, defrost termination, door/limit switches — checking continuity or voltage through each in order until you find the one that's open.

  4. Test the open control against reality

    Pressure control: compare its cut-in / cut-out settings against the actual gauge reading and saturation data — is it open because it's faulty, or because the pressure really is out of range? Thermostat: compare its switch point against a trusted probe.

    PT Chart
  5. Check the load side — contactor and coil

    With the chain closed, does the contactor pull in cleanly? Chattering points to control-voltage drop or a failing coil; burnt or pitted contacts drop voltage to the compressor. Measure coil resistance if it's dead.

  6. Prove the fix and record it

    Run the unit, confirm amps against nameplate, and watch a full cycle to prove it isn't short-cycling. Record any control settings you changed (cut-in/cut-out, differential) on the job.

    Start & Run Diagnostics
Decision noteAn open safety may be doing its job — find WHY it tripped before resetting it (an open LP switch is often a low charge, not a bad switch). Never bridge a safety control and leave it bridged.

What to record

  • Control voltage present (Y/N) and where it was lost
  • Which control was open, and why it tripped
  • Pressure-control settings vs actual readings
  • Contactor / coil condition and running amps after the fix
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Field Procedure · 07

HVAC Control Fault-Finding

For PCB-controlled AC — splits, ducted, VRF — that's dead, flashing a fault, or not responding. Modern systems diagnose themselves first: read the code, then test sensors and outputs instead of shotgunning parts.

0 / 6 steps checked

  1. Read the fault code first

    Note the controller error code or count the indoor LED blinks before touching anything, and look it up — service manual, lid sticker or manufacturer app. The code usually names the exact sensor or circuit, and it clears when you cut power.

  2. Check supplies and indoor–outdoor comms

    Isolate, then confirm 240 V at both units, the PCB fuse, and the transformer output. Check the interconnect / comms wiring for continuity, correct polarity and tight terminals — a comms fault mimics a dead outdoor board.

  3. Test the sensors the code points at

    Thermistors: unplug and measure resistance against the manual's temperature chart (many are ~10 kΩ at 25 °C, falling as temperature rises). Quick field check: two like sensors at the same temperature should read nearly the same — an open, shorted or drifted one stands out.

  4. Check outputs — is the board calling the load?

    With a demand present, verify each PCB relay output actually switches — fan speeds, reversing valve coil, compressor call. Separate “board not calling” from “load not responding” before condemning either.

  5. Inverter / outdoor board — with caution

    Inverter DC bus capacitors hold lethal charge after isolation — wait and measure the bus down before touching. Follow the manufacturer's procedure for IPM and compressor winding checks; don't meg an inverter compressor like a fixed-speed one.

  6. Prove the fix and record the code

    Power up, run a full cycle, confirm amps against nameplate and that the fault doesn't return. Record the original fault code and what fixed it — it's gold for the next tech.

    Start & Run Diagnostics
Decision noteThe fault code is the shortcut — chase what it names before probing at random. No code but dead? Supplies and comms first. And treat every inverter board as live until you've measured the DC bus down.

What to record

  • Fault code / LED blink pattern and its manual meaning
  • Supply voltages and comms check result
  • Sensor resistance readings vs the chart
  • Which output/part was at fault, and amps after the fix
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Field Procedure · 02

Compressor Won't Start

For a unit that hums, trips or is dead silent. Work electrical-first — most no-starts are caps, contactors, supply or the control side, not the compressor itself.

0 / 6 steps checked

  1. Isolate and make safe

    Isolate, lock off and discharge capacitors before touching anything. Required before any reading below — this is a live-electrical fault call.

  2. Test the capacitor

    Measure the capacitor out of circuit and check it against its rated µF.

    Start & Run Diagnostics
  3. Check the contactor — coil power and pull-in

    With a call for cooling present, is the contactor coil getting its control voltage (24 V or 240 V) and pulling in cleanly? No coil voltage = the fault is on the control side, not the compressor — switch to the control fault-finding procedure. Pulled in but no power through = burnt or pitted contacts.

    Refrigeration Control Fault-Finding HVAC Control Fault-Finding
  4. Check supply voltage and RLA/LRA

    If it starts but trips, confirm supply voltage under load, then clamp on and enter running amps against nameplate RLA/LRA — the tool flags locked-rotor, overload and light-load patterns.

    Start & Run Diagnostics
  5. Check three-phase balance

    On 3-phase gear, enter all three leg voltages and currents — imbalance over 2% voltage or 10% current is a supply/winding problem, not a charge problem.

    Start & Run Diagnostics
  6. Only then, judge the compressor

    If capacitor, supply, contactor and phase balance all check out, the fault is more likely mechanical. Verify head pressure against saturation pressure before condemning the compressor and quoting a replacement.

    PT Chart
Decision noteIf capacitor fails, replace before condemning the compressor. Most no-starts are caps, contactors or supply — confirm all three plus phase balance before quoting a replacement compressor.

What to record

  • Capacitor rated vs measured µF (pass/fail)
  • Contactor coil voltage present and pull-in (control side OK?)
  • Running amps vs nameplate RLA/LRA
  • Supply voltage and phase balance readings (if 3-phase)
  • Final verdict: part replaced, or compressor condemned
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Field Procedure · 03

Heat Load & Equipment Sizing

For quoting a replacement or new AC install when you need a defensible capacity figure for the supplier.

0 / 5 steps checked

  1. Measure and enter the space

    Measure length, width and ceiling height, note building type, occupants, lighting and equipment heat, then enter it all in the calculator.

    Heat Load
  2. Set the design temperature

    Set the site location so the tool uses the correct design temperature — or override it manually for unusual sites.

  3. Record existing plant

    Enter model numbers, capacity and refrigerant in the same tool; it compares estimated load against existing capacity and flags undersizing.

  4. Check the latent side only if it's a concern

    If the site is humid or ventilation-heavy, check the latent load before locking in capacity. Skip this step for a straightforward sensible-load job.

    Psychrometrics
  5. Hand off the result

    Generate the supplier email / PDF report from the Heat Load result to hand off.

Decision noteFor coolrooms and freezers do not use the AC heat load — use the dedicated Coolroom / Freezer procedure. Only run Psychrometrics if humidity or ventilation is a real concern for the job.

What to record

  • Calculated capacity (kW/range) and design condition used
  • Existing plant capacity and whether it matches the load
  • Latent/humidity check result, if run
  • Supplier hand-off sent (Y/N) and date
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Field Procedure · 04

Coolroom / Freezer Sizing & Check

For sizing refrigeration plant for a coolroom or freezer, or checking whether existing plant matches the room's real load.

0 / 5 steps checked

  1. Measure the room and target temperature

    Measure length, width and height, and confirm the target holding temperature (coolroom or freezer) before entering anything.

  2. Note panel, door, product and infiltration reality

    Panel type/thickness, door count/size/glass, product turnover and infiltration — retail door traffic is often the biggest hidden load, so use real numbers, not guesses.

  3. Run the Coolroom & Freezer Heat Load

    Enter everything from the previous two steps into the calculator using the Coolroom or Freezer mode preset, then read off the calculated load.

    Coolroom & Freezer Heat Load
  4. Compare plant capacity at the correct evaporating condition

    If the existing plant can't hold temperature, check the charge with Superheat & Subcooling and confirm saturation pressures on the PT Chart at the room's actual evaporating temperature — not its nominal kW.

    Superheat & Subcooling PT Chart
  5. Log refrigerant handled

    Any refrigerant handled during rectification, or legal paperwork required for the job, must be recorded.

    ARCtick Records
Decision noteCompare the calculated load at the correct run-time (16 h coolroom / 18 h freezer) against the plant's rated capacity at the room's evaporating temp — not its nominal kW.

What to record

  • Calculated load (kW) and run-time used (16h coolroom / 18h freezer)
  • Existing plant capacity at the room's evaporating temperature
  • Charge/saturation check result, if run
  • Refrigerant handled: type and amount, if any