30-min call with RobBook a proof-of-concept call
Job 02 · Quality office

// Industrial filter manufacturers · Test report packages

Filter test report packages, assembled from lab and plant records for your quality manager.

A customer wants the paperwork for a lot: the test method, the rating, the pressure drop readings, the media lot and a certificate. A free AI proof of concept has AI assemble that package from copies of 20 to 30 lots you already shipped, and list what is missing. Your reviewer, the quality manager or whoever knows these files best, compares each draft with the package that went out.

Book a proof-of-concept call30 minutes with Rob
Shipped lots
20 to 30
Results judged by AI
None
Certificates signed by AI
None

// The one job

From scattered lab and plant records to one package a person can sign

The records behind a lot live in different places: lab sheets and third-party reports, production records, media receiving records, pressure drop logs and whatever the customer's order said it wanted. Someone in quality pulls them together, checks that each page belongs to this lot and this construction, and works out what the customer asked to see.

In the test, AI works from copies of those records and assembles a draft package: the named test method and edition, the efficiency rating as reported, pressure drop readings with their flow and units, the media lot, the certificate requested in the customer's own words, and a list of what is missing. Your quality manager reviews each one beside the package your team actually shipped. Nothing is signed or sent.

Lab and plant recordsFor one lot
Lot no.
Media lot
Method cited
Lab
ReadingValueCondition
Illustration, not a real record
Gathered
by lot
Report packageDraft for review
Customer
Order
Certificate asked
Still missing
ItemSourceStatus
Made-up package, for illustration

// The hard parts

Where a filter report package goes wrong

A buyer can spell out what a report must hold. North Carolina's air filter specification lists eleven items for a third-party ASHRAE 52.2 report, among them the test air flow beside the maker's rated air flow, initial and final resistance at rated flow, how the laboratory came by the sample, who the laboratory is, test dates with signatures and the measured gross media area. The data has to describe a complete filter from current production, frame and media support included, not media on its own, and the state may pull its sample from a customer's delivered stock. UMBC's 2024 bid wants a report from an independent laboratory on each filter. The draft maps every item on a customer's list to the page in your file that answers it and writes not found where nothing does.

The method decides the report's shape. The National Air Filtration Association's guide describes particle counts across twelve size ranges in six test cycles, the lowest values forming a composite minimum efficiency curve, and three averages, E1, E2 and E3, that set the MERV. Dust holding capacity comes with it, and NAFA cautions that the figure shouldn't be used to work out expected life. One lab's published outline of its 52.2 report lists the filter description, test parameters, clean and dust-loaded efficiency data and the clean filter's pressure drop curve across air flows. The draft carries each as reported. It calculates nothing and decides no rating.

The edition on the report changes what its numbers mean. ASHRAE's errata to the 2012 edition has final resistance chosen from a table as a minimum and never less than twice the initial resistance. NAFA's guide to the 2025 edition says designated final resistance values have been removed, that a calculated release rate replaces the old shedding penalty for filters that release particles, and that the test humidity range is narrower. North Carolina and Michigan both cite the 2012 edition by year. So the draft shows the edition printed on each report next to the edition the customer named and flags a difference without calling it a problem.

High-efficiency and baghouse files have their own vocabulary. IEST-RP-CC001.7 describes eleven levels of filter performance and six grades of construction and says a purchase order should name both; its type letters don't run in sequence, so a letter alone tells a reader little. IEST-RP-CC034 covers leak tests in the factory, at the job site before installation and after installation, and a report has to say which it records. Michigan's master specification has HEPA cell sides marked with maker, style code, serial number, efficiency and resistance. On baghouse fabric, an EPA technology verification statement signed in 2011 describes sample swatches marked with model number, year and month of manufacture and cake side, reports outlet concentration, residual pressure drop, cycle time and mass gain, and applies only to media made within three years of signature. The draft ties each reading to the serial number or media lot your records show.

Liquid lots use other words, and one rule reaches the housing. ISO 16889's multi-pass test yields a series of Beta ratios rather than one efficiency figure, at particle sizes written as µm(c) to show how the counter was calibrated. Under EPA's 40 CFR 141.719, challenge testing of bag and cartridge filters for drinking water credit runs on full-scale filters and housings identical in material and construction to those the system will use, challenges each filter at three points in its cycle, expresses results as log removal values and is repeated if the filter is changed in a way that could alter its removal. Your reviewer will check that every page belongs to the lot, every reading matches its source, and the missing list caught what your team actually had to chase.

// What you send

Lots your plant already shipped

Copies only
Moved after the NDA
01

20 to 30 shipped lots

The package each customer actually received, with the lab and plant records behind it. Include a lot that needed a correction, one where a customer asked for something unusual and one your team held.

02

Lab and third-party reports

Test reports in the form your lab or an outside lab issued them, with the method and edition showing, plus any pressure drop logs that go with them.

03

Media and production records

Receiving records, media lot numbers and production records that tie each finished lot to what went into it.

04

What each customer asked for

The order's document requirements, any specification clause on testing and the certificate wording requested. If a record can't leave the building, we build look-alikes with you.

// Before it starts

Settled before a lot file is copied

These go on paper first, and the owner signs off on each.

Terms for the report testWritten down first
Your reviewer
The owner's pick: usually the quality manager
Success criteria
In writing: which pages must be found and how the missing list scores
Sample
Picked by your reviewer from air, liquid and dust-collection lots
Who signs
Your quality manager, on every report
Price
A range for the live job, stated before a lot file moves
NDA
In place before anything is copied

// How the test is judged

The package your team shipped beside each draft

Lot by lot
Your quality manager's call
Across the same 20 to 30 lotsPackage your team shippedDraft from the test
Named test method and editionMarked on your lotsMarked on your lots
Efficiency rating as the report states itMarked on your lotsMarked on your lots
Pressure drop readings, with flow and unitsMarked on your lotsMarked on your lots
Media lot tied to the finished lotMarked on your lotsMarked on your lots
Certificate requested, in the customer's wordsMarked on your lotsMarked on your lots
Every page belonging to this lotMarked on your lotsMarked on your lots
Missing items listed, against what your team chasedMarked on your lotsMarked on your lots
Blank for now. Every cell waits for a draft built from your own shipped lots.Scores belong to your quality manager.

// After a yes

About 30 days on live lots

With your reviewer's yes, the next lots that need customer documentation go through the same assembly for about 30 days.

Your quality manager reviews and signs every report before it leaves, and any decision about a result stays with quality. Comparison carries on against live packages. A next job is priced on its own, and monthly support comes after that.

// Possible next jobs

If the first job earns another

Options, in rank order
None promised
  1. 01

    Spec sheet match quotes

    Customer specifications read into a quote sheet for your applications person, with the fields to confirm listed.

    Next
  2. 02

    Label and carton data checks

    Required frame and carton markings for each customer set beside your label file before a run is released.

    Then
  3. 03

    Filter schedules from bids

    Unit-by-unit lists from bids and change-out programs consolidated for the person pricing them.

    After that

// One hard limit

It never judges a result, and never signs a certificate.

Readings and ratings are carried across as your lab reported them. The draft doesn't decide whether a lot passed, work out a rating, select a filter or say a product meets a standard. It never opens your ERP, a live quote or a live certificate, and your quality manager reviews and signs every report before it goes anywhere. Defense and aerospace lots stay out of the test. We describe public standards only to show the work; they aren't legal or engineering advice from us.

Priced per job. You get a range before the proof of concept and a fixed price before you sign.

Rob gives the range on the call, once he knows how many lots need customer documentation each month and how many kinds of test report they involve.

// Questions

Test report package questions

Will the AI say whether a lot passed?
No. It carries each reading and rating across as your lab reported it and shows where it came from. Whether the lot meets what the customer asked for is your quality manager's call.
Can it tell a third-party report from our own lab's report?
It records who issued each report, as the report states it, and flags a customer line asking for an independent laboratory when the file holds only your own. Whether that satisfies the customer stays with your quality manager.
What if a report's edition is older than the one the customer named?
The draft shows both editions side by side and marks the difference. It doesn't say the older report is unacceptable, because that is a judgment for your quality manager and the customer.
Our media lots and finished lots live in different systems. Is that a problem?
That is a good reason to test this job. Send exports from each and the draft ties them together by the numbers your records carry, and where no link exists it says so. No one logs in to either system.
Can it fill in the certificate?
It can draft the wording the customer asked for, inside a package your quality manager reviews. It doesn't sign, date or issue anything, and no live certificate is opened or changed.
Can leak test and integrity records go in the sample?
Yes, if your customers ask for them. The draft notes which test the record describes, and the serial number or lot it belongs to, exactly as your files show it. What the result means stays with your quality staff.
Rob Eason

Rob Eason, founder

// Book a proof of concept call

Bring the lot file that took longest to put together.

Thirty minutes with Rob: what you make, your role, roughly how many lots need customer paperwork in a month and which reports customers ask for most. Keep every report with you until the NDA is signed.

  • Co-owned a 60-employee financial services firm and sold his share to his partner.
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  • Every directory and Google review, critical ones included, is shown word for word at massmarket.ai/reviews.
  • Takes every proof-of-concept call himself.