Akcel Systems Inc. operates through two primary lifecycles: the **Project Lifecycle** for new installations and the **Service Call Lifecycle** for ongoing support and maintenance.

Understanding these processes is critical for every role in the company.

Every new project flows through seven distinct phases:

1. **Pre-Construction:** Project Manager reviews the scope and plans.

2. **Procurement:** Warehouse Manager stages material kits for the field.

3. **Installation:** Installers and Field Specialists mount, wire, and terminate hardware.

4. **Programming & Graphics:** Specialists develop control logic and HMI graphics.

5. **Commissioning:** Field Specialists verify every point and sequence of operation.

6. **Closeout:** Final documentation and client training are delivered.

7. **Warranty/Service:** Ongoing support begins.

Service calls are managed through a rigorous process to ensure rapid response and resolution:

1. **Call Intake:** Ticket creation in Service Fusion.

2. **Triage & Dispatch:** Assigning the right technician for the job.

3. **Travel:** En route to site (automatically tracked).

4. **On-Site Diagnosis:** Identifying the root cause of the issue.

5. **Repair/Resolution:** Implementing the fix and testing thoroughly.

6. **Completion:** Customer sign-off and detailed documentation.

7. **Billing & Closeout:** Financial processing and inventory reconciliation.

We maintain consistency and quality through our library of standard operating procedures:

* **SSO (Standard Sequence of Operations):** These are concise guides for installing and commissioning individual devices (sensors, actuators, etc.).

* **SOO (Sequence of Operations):** These guides cover entire systems (AHUs, VAV Boxes, Chilled Water Systems) and their operational logic.

* **PM → Warehouse:** Material procurement lists.

* **Warehouse → Installer:** Staged material kits.

* **Installer → Field Specialist:** Completed installation ready for commissioning.

* **Specialists → Field Specialist:** Deployed graphics and programs ready for commissioning.

* **Field Specialist → Client:** Signed commissioning acceptance.

Service Fusion is our primary tool for managing projects, service calls, time tracking, and inventory.

* **Status Updates:** Always update your job status (Dispatched, On the Way, On Site, Started, Completed) in real-time.

* **Notes:** Provide clear and detailed notes for every site visit.

* **Materials:** Log all parts and materials used from your inventory.

* **Expenses:** Record all parking, tolls, and other expenses accurately.