Service & compliance
Maintenance
Service history and upcoming maintenance for equipment you've installed.
Add maintenance record
Track an installed unit. The next service date is worked out from the last service + interval.
Records
Service agreements
Recurring maintenance plans. Each cycle we auto-create the scheduled visit on the board and draft the plan invoice — you just review and send.
New service agreement
Set the plan, price and how often you visit. The first visit and first bill are scheduled from the start date + intervals; both roll forward automatically after each cycle.
Agreements
Refrigerant log
Charge and recovery records for the equipment you service — a running compliance log.
Log a refrigerant entry
Record refrigerant added or recovered during a service or install.
Entries
Tools & cylinders
Your own refrigerant-handling gear — vacuum pumps, recovery units, leak detectors and every cylinder you hold — with a dated record of each quarterly check or leak test.
Add a tool or cylinder
Enter it once. Each check you log afterwards is kept against it, with these details copied onto the record.
Log a check
Items