Overview

Getting started

Set up ChillOps end to end: create an account, load a customer and their equipment, dispatch a job, close it cleanly, and send an invoice.

1. Sign up

Start a 14-day Business trial at getchillops.com/start-trial. Enter shop details, create the owner account, and pick a plan. Starter ($79/mo, up to 5 users) does not include a trial; Business ($199/mo, unlimited users) includes the 14-day trial.

2. Invite your team

From Settings → Team, invite technicians and office staff by email. Invitees receive a link to accept and set up their own password. Roles determine what each user can see and edit.

3. Create your first customer and equipment

From the Customers tab, add a customer with a service address and contact. Then attach equipment to that customer — model, serial, install date, and refrigerant type where applicable. Equipment records carry forward across every future job.

Why do this first

Technicians see the full equipment passport when a job is assigned, so they arrive with context instead of asking on site. Skipping equipment setup turns the equipment passport into a cleanup project later.

4. Dispatch a job

From the Jobs tab, create a job, attach the customer and the specific piece of equipment, and assign a technician. The job is now visible to that technician on mobile or desktop.

5. Close the job and send the invoice

The technician logs work performed, parts used, and any refrigerant added or recovered. On close, the job converts into an invoice-ready record. The office can send the invoice with a Stripe-hosted payment link the same day the work is done.