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Recording Work on Jobs

Publicado el 9/11/2025
por RefriTrak Team
jobsdocumentationrefrigerantservice

Learn how to document work performed, track refrigerant, and record details during service jobs in RefriTrak.

Recording Work on Jobs

Document work as you perform service jobs. RefriTrak tracks units serviced, refrigerant transfers, leaks found, and cylinders used.

Adding Units to Jobs

Why Add Units

Link equipment to jobs to:

  • Track which units were serviced
  • See service history for each unit
  • Record refrigerant transfers
  • Document repairs

Adding Units

During Job Creation:

  • Step 2 of job creation
  • Select units from customer's equipment

After Job Is Created:

  1. Open the job detail page
  2. Scroll to Units section
  3. Click Add Unit
  4. Select unit
  5. Unit appears in job

Recording Refrigerant Transfers

Why Record Transfers

Track refrigerant:

  • Added to units (charging)
  • Recovered from units
  • Between cylinders
  • For EPA compliance

From Job Page

  1. Open the job
  2. Go to Circuits section
  3. Click on the Circuit Menu (three dots)
  4. Click on Transfer Refrigerant
  5. Follow the guided menu
  6. Save transfer

Transfer Types

Charging Units:

  • Cylinder to Circuit (CYL_TO_CIRCUIT)
  • Select source cylinder
  • Select destination unit/circuit
  • Enter amount added

Recovering Refrigerant:

  • Circuit to Cylinder (CIRCUIT_TO_CYL)
  • Select source unit/circuit
  • Select destination cylinder
  • Enter amount recovered

Automatic Calculations

System automatically updates:

  • Cylinder quantities
  • Circuit refrigerant levels
  • Refrigerant totals
  • Compliance tracking

Documenting Leaks

Recording Leaks Found

If you discover a leak:

  1. Open the job
  2. Go to Circuits section
  3. Click on the Circuit Menu (three dots)
  4. Click Report Leak
  5. Enter leak details
  6. Save leak report

Adding Activity Log

Document:

  • Work performed
  • Parts replaced
  • Customer requests
  • Issues found
  • Follow-up needed
  • Images and documents

Adding Activity Log

  1. Open job detail page
  2. Scroll to Activity Log section
  3. Click Log Activity
  4. Type your activity description
  5. (Optional) upload images or files
  6. Click Log Activity

Tracking Cylinders on Jobs

Assigning Cylinders

Link cylinders to jobs:

  1. From job page, click Leave Cylinders on Site
  2. Select cylinder used
  3. Cylinder appears in job

Why Track Cylinders

Know which cylinders:

  • Were used on which jobs
  • Are at customer sites
  • Need to be picked up
  • Have refrigerant from specific jobs

Completing a Job

Before Marking Complete

Make sure you've:

  • Added all units serviced
  • Recorded all refrigerant transfers
  • Documented any leaks
  • Added notes about work done
  • Moved cylinders if left on-site

Mark Job as Complete

  1. Open the job
  2. Change status to COMPLETED
  3. Review all information
  4. Confirm completion

Common Questions

Q: Do I have to record every refrigerant transfer?
A: Yes, for EPA compliance and accurate tracking, record all refrigerant movement.

Q: Can I add units to a job after it's completed?
A: Yes, you can edit completed jobs to add missing information.

Q: What if I forgot to record a transfer?
A: You can add transfers after the fact. Go to the job or unit and record the transfer with the correct date.

Q: Can multiple jobs work on the same unit?
A: Yes, units can be added to multiple jobs. This creates a service history for each unit.

Q: Should I note parts that were used?
A: Yes, use activity log to document parts installed.

Next Steps

After recording work:

  1. Complete Job: Update status to COMPLETED
  2. Review: Check all information is documented
  3. Follow Up: Schedule future maintenance if needed

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