Practical guides and resources written by HVAC technicians in the Product Features category.
Switching between equipment manuals, service records, and generic AI chatbots in the field is a slow, clumsy process. Our new conversational AI Diagnostics helper feeds your equipment specs and past maintenance logs directly to Gemini for instant, highly contextual diagnostic support.
Migrating your equipment and appliance records from apps like Centriq or Excel spreadsheets? Our new free, client-side CSV import wizard makes it simple to map, validate, and import bulk spreadsheet records directly on mobile and web.
We just launched our brand new, interactive How-To section! Learn how this visual step-by-step guides hub makes it easy to master every feature on the mobile app and web dashboard — from AI nameplate scans to complex building transfers.
Print a QR code for any building and place it at the front desk. Every time a vendor scans it and checks in, you get a timestamped email or SMS. No apps, no accounts — just a phone camera and a two-minute form.
Guest technicians can now log a service or repair directly through the equipment's Link Mode QR code (a Pro-tier feature) — no account, no app, no login. The submission lands in your Transfer Inbox for review before anything touches your records.
Compile precise service history worksheets with our new date range selectors, include before/after repair photos directly in generated PDFs, separate contractor/vendor fields, and see location headers on public QR links.
We just launched an all-new Branded QR Code suite! Learn how to generate beautiful, printed asset tags with your company logo, what the three scannable formats do (including dialer-safe offline sync), and our ultimate guide to industrial QR code printers and weather-resistant tapes.
Pro users can now add their company logo, name, phone, and email to every PDF report. One setup, professional output on every report you generate — forever.
Every maintenance log now includes a Refrigerant Log section that calculates your annual leak rate on the spot, flags EPA Section 608 violations automatically, and stores the data permanently with the service record.
Photograph any service receipt or work order and let AI extract the date, technician, parts, and cost — then auto-create a maintenance log entry with one tap.
Point your camera at any unit and get an instant AI inspection report with a Good / Fair / Poor rating, detected issues, and prioritized maintenance action items.
A single photo of a corroded rooftop nameplate now extracts 20+ fields of equipment data in seconds. Here's how the technology works and what it means for the trade.
