HVAC & Refrigeration
Workflow templates for air conditioning, HVAC and refrigeration technicians, covering air conditioning quotes and service requests, installation commissioning, ducted system inspections and preventative maintenance reports. Filter replacement registers, refrigerant leak inspection and repair records, commercial refrigeration breakdowns and temperature checks, and customer handover with operating instructions are included too.
Benefits
- Book air conditioning service calls from a public request form
- Record commissioning, maintenance and refrigerant leak checks
- Hand customers operating instructions at completion
Common Use Cases
HVAC & Refrigeration Templates(10)
HVAC filter replacement / maintenance register Workflow
Logs each HVAC unit filter replacement from a technician-submitted register form, flags heavily clogged/damaged filters for service manager review with a follow-up recommendation and revised due date, and emails the client a confirmation of the filter record.
Refrigeration service / breakdown request Workflow
Captures a commercial refrigeration breakdown/service request, books a technician visit based on urgency, records diagnosis and repair outcome, and notifies the customer through to completion or follow-up quoting.
Commercial refrigeration temperature / performance check Workflow
Captures a technician's refrigeration temperature and performance check, records the result, notifies the client, and if equipment is out of range, drives a repair-and-retest task loop (up to 2 attempts) until the equipment is confirmed back within range.
HVAC customer handover and operating instructions Workflow
Manages the end-to-end handover of a completed air conditioning installation: captures completion details, runs a supervisor quality check with rework loop, sends the customer an operating-instructions review with an accept/issue loop, and finishes with a thank-you pack and a follow-up feedback survey.
HVAC preventative maintenance service report Workflow
Captures a technician's HVAC/refrigeration preventative maintenance service report, routes follow-up work based on the priority of defects found (none/minor/urgent), manages repair quoting and client approval for minor defects, dispatches urgent repairs, and keeps the client informed at each stage with a status-tracked record.
Ducted air conditioning inspection Workflow
Captures a ducted air conditioning inspection report, routes it through service manager review (with revision loop back to the inspector), emails the approved report to the customer, and triggers a repair/upgrade quote task when recommended.
Air conditioning installation commissioning checklist Workflow
Captures the commissioning checklist for a newly installed air conditioning system, routes failed tests into a rectification loop, hands the system over to the customer once commissioned, and follows up with a handover summary and feedback request.
Refrigerant leak inspection and repair record Workflow
Captures refrigerant leak inspection records for AC/refrigeration equipment, routes to a no-leak close-out or a repair-and-retest cycle with technician tasks, client notifications, and record status tracking through to completion.
Air conditioner service request Workflow
Manages an air conditioning/refrigeration service request from intake through booking, technician visit, outcome recording, and customer follow-up, with branching for fixed, further-work-needed, and unable-to-complete outcomes.
Air conditioning quote request Workflow
Manages an air conditioning quote request from initial customer submission through site inspection, quoting, acceptance, job scheduling, completion, and post-job feedback collection, with status tracking throughout.
Frequently Asked Questions
What HVAC & Refrigeration workflow templates are included?
HVAC & Refrigeration includes templates for air conditioning quote requests, air conditioner service requests, installation commissioning checklists, ducted system inspections, preventative maintenance reports, filter replacement registers, refrigerant leak inspection and repair records, refrigeration breakdown requests, commercial refrigeration temperature checks, and customer handover with operating instructions.
Who are the HVAC & Refrigeration templates for?
They're designed for air conditioning installers, HVAC service technicians and commercial refrigeration mechanics. Customers book service through a public form, and technicians record commissioning checks, readings and photos on their tasks.
Can I change a HVAC template to suit my business?
Yes. Publish the template and it runs straight away, with no installation. Describe the change in plain English — for example, add a refrigerant type field or a follow-up service offer — or edit the steps in the workflow editor. Earlier versions are kept.