Core workflows
Equipment passport
Every piece of equipment in ChillOps has a persistent record — model, serial, install context, refrigerant type, and full service history — that follows the unit across its lifetime.
What lives on the passport
- Manufacturer, model, and serial number.
- Install date and location within the customer site.
- Refrigerant type and factory charge (where applicable).
- Every service visit, including parts and labor.
- Refrigerant events — added, recovered, or leak disposition.
- Notes and photos attached to any prior visit.
Creating an equipment record
Add equipment from the customer detail view or when booking a job. Fill in what you know; you can update fields later as more context comes in. Technicians can edit equipment records from the field.
Why it matters for EPA records
EPA refrigerant tracking expects records to follow the equipment, not just the work order. When an inspector or auditor asks about a specific unit, ChillOps can show every refrigerant event for that unit from the first log forward.
Before ChillOps
Most shops track refrigerant on paper tickets or in a spreadsheet keyed to the job. Reconstructing a unit's history means hunting through visit logs. After a compliance event, that hunt becomes a cleanup project.