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Commercial HVAC

Live

Twelve units. Four addresses.One customer.

Commercial 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.

The roof,on the record.

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.

A bank of packaged rooftop units on a commercial roof at first light, an orange lockout tag on the nearest one.
RTU-05HVAC

10-ton packaged rooftop

North Tower roof, west end

Refrigerant
R-410A, 11 lb 2 oz
Next PM
Quarterly, Jan 13
RTU-06HVAC

15-ton packaged rooftop

North Tower roof

Last visit
Belt and filters, Oct 6
Next PM
Quarterly, Jan 13
RTU-07HVAC

25-ton packaged rooftop

North Tower roof, locked out

Refrigerant
R-410A, 21 lb 4 oz
Callbacks
Comp 2, 3 visits this year

Not on this roof. Same customer.

The chiller and the air handlers sit at the customer’s other sites. They carry the same record and the same agreement.

CH-2HVAC

200-ton air-cooled chiller

Harbor Medical, East Clinic

Leaving water
44.6 °F
Next PM
Quarterly, Jan 15
AHU-4HVAC

Air handler, fourth floor

Harbor Medical, Admin Building

Supply air
55.0 °F
Filters
Quarterly, Jan 14

One agreement.Every site under it.

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.

Multi-site agreements

Live

One agreement covers equipment across several sites for the same customer.

PM that follows the unit

Live

PM schedules follow the unit and route by proximity across sites.

Covered or billable at the panel

Live

The technician sees the unit’s coverage on the work order before the panel comes off.

AGR-0219Active

Harbor Medical Campus

Quarterly PM · 14 units across 3 sites

Next visitCadence
Jan 13
North Tower roof, RTU-01 to RTU-08
Quarterly
Filters and belts each visit; coils in spring
Jan 14
Admin Building, AHU-1 to AHU-4
Quarterly
Jan 15
East Clinic, CH-2
Quarterly
Leaving-water readings each visit
Apr 6
All sites, cooling startup
Annual
One route across the three sites

Each row opens its own work orders from this agreement, routed by proximity across the sites.

What a commercial HVACaccount carries.

Refrigerant charge lives on the unit

Live

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.

A callback connects to a cause

Live

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.

Serialized equipment

Live

Rooftop units, chillers, air handlers and packaged or split systems, each with nameplate, refrigerant and full visit history.

Job cost capture

Live

Labor, parts and sub cost capture against the job as it happens.

Also on a commercial HVAC account

CapabilityWhat it doesStatus
Project margin rollupMargin across a multi-visit retrofit is still landing. Do not plan around it yet.Early access
QuickBooks OnlineSyncs with Thermal both ways. Sage Intacct and Business Central are not available yet.Live
Construction drawsNo submittal logs and no AIA G702 construction draws. Thermal runs the service side.Not offered

Statuses are current as of October 2026.

Straight answers.

Does Thermal handle multi-site commercial HVAC accounts?

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.

Is refrigerant charge tracked per unit?

Yes. Refrigerant type and charge sit on the equipment record with the nameplate data and service history, not in a separate spreadsheet or binder.

How is this different from a generic field-service tool?

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.

Does Thermal replace my accounting system?

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.

Is job costing on retrofit and replace projects fully built?

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.

Do you work with contractors who also do new construction?

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.

Your shop.Your terms.

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