Quarterly and biannual HVAC agreements are recurring revenue — but only if the visits actually happen and you can prove they did. SodaDesk generates each visit automatically, assigns the regular tech, and locks the service checklist so every visit captures the same proof.
The Business Case
HVAC contractors lose maintenance revenue to forgotten visits and undocumented service. Automating both protects the agreement.
Where Most hvac Contractors Get Stuck
- Service-agreement visits are tracked by hand and some get missed.
- No before/after photo proof when a manufacturer disputes a warranty claim.
- The regular tech isn't assigned, so the client gets someone who doesn't know the site.
- Renewal conversations are weak because you can't show the season's work.
How SodaDesk Solves It
Auto-generated HVAC visits
Each agreement creates its next visit 14 days out automatically and assigns your default tech.
Locked service checklist
Filter, coil, and refrigerant checks are captured identically every visit because the checklist is locked to the contract.
Before/after photo proof
Required before and after photos of the unit are stored against each visit — the warranty evidence you need.
Renewal-ready history
Every visit's proof builds a record you can show the client at renewal.
How It Works
Owner schedules the job
Create a one-time or recurring hvac job and assign a tech — the right checklist is attached automatically.
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.
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.
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.
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
How are recurring HVAC visits generated?
Active agreements auto-create the next visit when it's within 14 days — on creation, on startup, and daily. It's idempotent, so no duplicates.
Can I capture refrigerant readings?
Yes. Add number fields with expected ranges; an out-of-range reading raises a soft warning on site so it gets caught early.
Does the same tech get assigned each time?
Yes, if you set a default tech on the agreement. Otherwise the visit is flagged unassigned in the owner's alert bell.
Is this a scheduling or dispatch tool?
No. It runs the recurring maintenance and proof side — not dispatch, quoting, or invoicing.