Commercial HVAC contractor dashboard
The commercial HVAC contractor dashboard in Thermal tracks the numbers specific to running mechanical service on commercial buildings — PM compliance across rooftop and packaged units, refrigerant handling records, and technician scorecards for a certified crew.
The tiles.
- PM complianceCompliance by contract, equipment type, and branch across rooftop and packaged units — see PM compliance rate.
- Refrigerant recordsRecovery, recycling, and leak-rate data logged from work orders, tied to technician certification.
- Technician scorecardsCertification status alongside performance, so staffing a refrigerant job checks both in one place.
- RoleBuilt for mechanical service on commercial buildings, not a generic field service metric set.
How it's used.
What commercial HVAC contractors need to track
Commercial HVAC service is different from residential in what actually drives the business: multi-unit preventive maintenance contracts, refrigerant compliance recordkeeping, and a technician roster that needs the right certifications assigned to the right jobs. This dashboard is built around those, not a generic field service metric set.
PM compliance rate sits at the center — for a commercial HVAC contractor, missed PM visits on rooftop units and packaged systems are both a service failure and a compliance risk when refrigerant handling is involved. The dashboard shows compliance by contract, by equipment type, and by branch.
Refrigerant compliance recordkeeping
EPA Section 608 and related refrigerant handling rules require documented recovery, recycling, and leak-rate recordkeeping on covered equipment. The refrigerant compliance report pulls this directly from technician-logged work order data — refrigerant type, quantity recovered or added, and technician certification on file — instead of a separate paper log a technician fills out after the fact.
This matters at audit time and at contract-renewal time: a commercial customer with sensitive equipment increasingly asks for compliance documentation as part of the service relationship, and having it generated from the same work order the technician already closed out removes a step nobody wants to own.
Equipment-heavy service, not job-by-job
Commercial HVAC accounts are equipment-heavy — a single building might have a dozen rooftop units, each with its own service history, warranty status, and PM schedule. Thermal treats equipment as a core record, not an afterthought on the work order, so this dashboard can roll compliance and service history up by equipment, by building, and by contract.
Technician certification and scheduling
Assigning the right technician to refrigerant-handling work requires knowing who holds current EPA 608 certification, not just who's free on the schedule. Technician scorecards show certification status alongside performance metrics, so a service manager staffing a job can see both in one place.
Questions about this dashboard.
Does the dashboard track EPA 608 refrigerant compliance?
Yes. The refrigerant compliance report shows recovery, recycling, and leak-rate data logged from work orders, tied to technician certification records.
How is PM compliance different for commercial vs residential HVAC?
The calculation is the same — scheduled visits completed on time — but commercial accounts typically have more equipment per contract and stricter compliance stakes, so the dashboard rolls compliance up by equipment and building, not just by customer.
Can I see service history for a specific rooftop unit?
Yes. Equipment is a core record in Thermal, so every unit has its own service history, warranty status, and PM schedule you can drill into from the dashboard.
Does this replace my accounting system for commercial contract billing?
No. QuickBooks Online sync is in early access; the Sage Intacct and Business Central adapters are on the roadmap. This dashboard is for operational and compliance tracking, not general ledger reporting.
These views, on your own branch.
If you want to see what they look like with your backlog, utilization, and agreement data loaded, that's a demo.