10-ton packaged rooftop
North Tower roof, west end
- Refrigerant
- R-410A, 11 lb 2 oz
- Next PM
- Quarterly, Jan 13
Commercial HVAC
LiveCommercial HVAC breaks tools built for one house and one furnace. In Thermal the record is the unit on the roof, and the account is whatever set of units sits under it.
Rooftop units, chillers, air handlers and packaged or split systems are each a serialized record with nameplate, refrigerant type and charge, and full visit history.

10-ton packaged rooftop
North Tower roof, west end
15-ton packaged rooftop
North Tower roof
25-ton packaged rooftop
North Tower roof, locked out
The chiller and the air handlers sit at the customer’s other sites. They carry the same record and the same agreement.
200-ton air-cooled chiller
Harbor Medical, East Clinic
Air handler, fourth floor
Harbor Medical, Admin Building
One service agreement can cover every unit across a customer’s locations. The work orders it raises route by proximity, so a technician can clear several sites on one trip.
One agreement covers equipment across several sites for the same customer.
PM schedules follow the unit and route by proximity across sites.
The technician sees the unit’s coverage on the work order before the panel comes off.
Harbor Medical Campus
Quarterly PM · 14 units across 3 sites
Each row opens its own work orders from this agreement, routed by proximity across the sites.
Type and charge are captured on the equipment record, not in a binder in the shop, and the compliance queue reads from the same field.
Every visit, part and reading hangs off the same serialized unit, so a repeat failure reads as a pattern instead of starting the diagnosis over.
Rooftop units, chillers, air handlers and packaged or split systems, each with nameplate, refrigerant and full visit history.
Labor, parts and sub cost capture against the job as it happens.
Statuses are current as of October 2026.
Yes. One service agreement can cover equipment across several sites for the same customer, and PM scheduling routes by proximity so a technician can clear a few stops on one trip.
Yes. Refrigerant type and charge sit on the equipment record with the nameplate data and service history, not in a separate spreadsheet or binder.
The equipment record is the centre of the schema rather than an attachment on a work order. Every job, reading and agreement reads from the same serialized unit. See equipment.
No. QuickBooks Online syncs with Thermal both ways. Sage Intacct and Business Central integrations are not available yet. Your accounting system keeps the general ledger, payroll and retainage. See QuickBooks.
Cost capture against a job works today. Project-level margin rollup across a multi-visit retrofit is early access, so do not plan around it yet. See job costing.
Thermal runs the service side only. There are no submittal logs and no AIA G702 construction draws. Service-agreement progress billing with a schedule of values and retention works; construction retainage accounting stays where it is.
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