Feature

Give Your Customers
Compliance Visibility

Building owners are legally responsible for EPA compliance — but most have no idea if they're compliant. Give them a read-only portal and turn compliance transparency into a competitive advantage.

Customer portal included with all plans · No per-customer fees

Your Customers Need This

Under Subpart C, building owners bear the compliance liability — even when you do the work

Customers call every week asking for compliance status updates

Manually generating and emailing PDF reports to building owners

Property managers have no way to verify that their contractors are keeping them compliant

Building owners are legally responsible for EPA compliance but have zero visibility into it

No way to differentiate your services from competitors who just hand over paper invoices

The portal solves all of this — and makes your business more valuable to customers

How the Customer Portal Works

Simple, secure, and completely hands-off for you

Branded Portal Access

Each customer gets a unique portal URL. They log in, see their equipment, and check compliance status — no app downloads, no passwords to remember.

Email OTP Authentication

Customers verify their identity with a one-time code sent to their email. Simple, secure, and no shared credentials with your main account.

Read-Only Compliance View

Customers see their equipment list, compliance status, leak rates, and service history. They can view but never modify your data.

Equipment Status Dashboard

Color-coded compliance indicators for every piece of equipment. Building owners see at a glance which units are compliant, which need attention, and which are overdue.

Completely Isolated

Portal authentication is entirely separate from your main RefriTrak account. Customers cannot access your internal data, other customers, or business operations.

Included at No Extra Cost

The customer portal is included with every RefriTrak plan. No per-portal fees, no per-customer charges. Give every customer access.

Turn Compliance Into Revenue

HVAC contractors who offer compliance portal access as part of their service contracts are charging $50-200/month per customer for "premium compliance monitoring." The customer gets peace of mind that they're EPA compliant. You get recurring revenue from a feature that costs you nothing extra.

Differentiation

Most contractors hand over paper invoices. You offer a live compliance dashboard.

Customer Retention

Customers who can see their compliance data are less likely to switch contractors.

Recurring Revenue

Package portal access as a premium service in your maintenance contracts.

What Your Customers See

List of all their equipment with refrigerant type, charge size, and compliance status

Current leak rate for each unit with color-coded status indicators

Service history for every piece of equipment

Upcoming compliance deadlines and scheduled maintenance

Contact information to reach your team directly

Security note: Customers can only view data for equipment assigned to them. They cannot see other customers, your business operations, financial data, or modify any records. Portal authentication uses a separate system from your main account.

Start Offering Compliance Portals Today

Included with every plan. No per-customer fees. $15/user/month on an annual plan.

Customer Compliance Portal — Real-Time Compliance Visibility | RefriTrak