On an HVAC job, the photo is the proof. SodaDesk requires the before and after shots, the readings, and the signature before a job can close, so every visit leaves evidence instead of just a tech's word.

The Business Case

HVAC owners chase techs for proof every week. Making photo proof mandatory removes the chase.

Where Most hvac Contractors Get Stuck

  • Required unit photos get skipped and you find out during a warranty dispute.
  • Checklists are marked done without the readings to back them.
  • No proof of how long the tech was actually on the unit.
  • Sending a customer proof means hunting through phones.

How SodaDesk Solves It

Mandatory before/after photos

Mark Complete is gated until the required unit photos and checklist items are captured.

Readings with soft ranges

Number fields flag a pressure or superheat reading outside the expected band, on site.

Time on site, logged

Check-in to check-out shows as a clear time-on-site figure on the job and in history.

Sendable proof record

Photos, readings, time, GPS, and signature compile into a record you can send the customer.

How It Works

  1. Owner schedules the job

    Create a one-time or recurring hvac job and assign a tech — the right checklist is attached automatically.

  2. Tech checks in on site

    Check-in captures the time and, when location is allowed, a GPS-verified arrival — never blocking, even if permission is denied.

  3. Checklist + photo proof

    The tech works the checklist on mobile: numbers, notes, and required photos. Mark Complete stays locked until every required item is done.

  4. Proof is captured automatically

    Photos, readings, time on site, GPS, and the customer signature are compiled into a job-proof record the owner can send to the customer.

Field technician checklist with photo capture
Techs complete the checklist on mobile in under a minute.

Built for hvac

Capture the readings that matter

Number fields with soft ranges flag a suction pressure outside 60–75 psi or a superheat reading that drifts, so a bad reading gets caught on site instead of on the callback.

Before/after photo proof on every unit

Required before and after photos of the condenser, coil, and filter are stored against the job — the warranty evidence an owner needs when a manufacturer disputes a claim.

Recurring maintenance that runs itself

Quarterly and biannual service agreements auto-generate the next visit 14 days out, assigned to the same tech, with the locked checklist already attached.

Frequently Asked Questions

Can a tech close a job without the photos?

No. Mark Complete is gated until every required photo and checklist item is captured.

Can I capture refrigerant and pressure readings?

Yes, as number fields with expected ranges that warn softly when a reading is out of band.

Where are the HVAC photos stored?

In object storage against the job, with a local fallback — not on the tech's phone.

What does the customer get?

A job-proof record with the before/after photos, readings, time on site, and their signature.