HVAC maintenance software for proof of every PM
Give the building owner a signed report for each unit's visit, backed by required checklist steps and photos from the rooftop.
- Free plan, no card.
Schedule every unit under its maintenance agreement
Set each unit's filter changes, coil cleaning, and seasonal inspections, and each work order arrives before it's due.
How to check that preventive maintenance is really done
Prove what happened on each visit
The technician follows the unit's procedure on Android, completing required tasks and photos before the job is marked complete. When you pay by assets, all your technicians get logins.
A checklist for the visit
Attach the procedure to the PM schedule, and every generated work order carries the same required tasks.
Photos at the unit
Add several photos to a task from the phone, with a photo required on any check you choose.
A signed customer report
Share the report by link, or download the work order as a PDF for your customer.
PM compliance by unit
See each unit's scheduled, completed, and overdue PMs with its compliance percentage.
Know each unit and what went into it
Import your unit list from a spreadsheet, or send it to us and we load it free. Then record filters, belts, and refrigerant as parts used on each work order.
Fields for each unit category
Choose from 9 field types for the details your technicians need at the unit.
Parts from the rooftop
Record parts used on Android before leaving the site, up to the quantity reserved.
Refrigerant added, on record
Log refrigerant as a part used against the unit and its work order, with its quantity and cost.
Low Stock before the next visit
Get an alert at each filter, belt, or refrigerant part's minimum stock.
Each row checked first
See every flagged row before the unit list loads.
How a five-site HVAC contractor would run it
Say you run a commercial HVAC service company: you and four technicians, with service agreements on five customer sites, from a medical plaza's rooftop units to a tool shop's chiller and a school gym's unit. Each customer site and its units sit in the location tree, and each unit's PM work order arrives before the visit.
- Calendar or running hours. Quarterly filter changes by calendar, and the chiller's 500-hour service from the hours you enter.
- Customers report from the unit. The site's contact scans the QR code on the unit and reports with no account.
- Work on the roof without signal. The technician completes the tasks and photos offline, and the record syncs from the van.
Free maintenance templates
Checklists and forms for your trade's equipment, each ready to download and use.
- Open the template
Annual maintenance schedule
Recurring maintenance for common building equipment, by frequency and month.
- Open the template
Asset register
The equipment and assets a site holds, with each one's location, category, custodian and tags.
- Open the template
Boiler checklist
A boiler checklist grouped by frequency, from daily checks of the water, burner, and gauges to monthly interlock tests and annual inspection.
- Open the template
Chiller checklist
A chiller checklist grouped by frequency, covering operating readings, strainers, tube testing, annual inspection, and the refrigerant leak records.
- Open the template
Exhaust fan checklist
An exhaust fan checklist grouped by frequency, covering belts, bearings, dampers, blades, airflow, and the checks made after a belt or speed change.
- Open the template
HVAC and air handler checklist
Monthly, quarterly, annual, and before-heating-season checks for rooftop units, split systems, and air handlers.
- Open the template
Work order form
One work order from request to completion, with time, parts and any charge to the occupant.