Dashboards
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.
- Benchmark
- None. There is no universal figure; track it against your own baseline.
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.
Where it lives, and what to read with it
Straight answers.
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 syncs with Thermal both ways; the Sage Intacct and Business Central adapters are on the roadmap. This dashboard is for operational and compliance tracking, not general ledger reporting.