Field guides and worked examples

• Redacted HVAC Notes for AI Office Handoff

  Prepare HVAC service notes for AI summarization: what to remove, what to preserve, a reusable prompt with an UNKNOWN rule, and a human verification checklist.

• Field-Level Routing for HVAC Note Summaries

  Route each HVAC job-note field to summarize, withhold, or escalate with a named owner, and handle a legitimate identifier the next office action still needs.