Your best tech knows every rooftop unit on the route. Keep what they know.
Nearly a quarter of service visits don't fix the problem the first time.
77%
median first-time fix rate: nearly 1 in 4 service visits doesn't fix the problem the first time.
Source: Aquant 2026 Field Service Benchmark, 161 service organizations14 days
added to the fix by a failed first visit, along with two more visits on average.
Source: Aquant 2025 Field Service Benchmark, about 160 service organizations40,600
openings a year for HVAC and refrigeration mechanics and installers, 2025 to 2035.
Source: U.S. Bureau of Labor StatisticsThe stuff that never makes it into the service ticket.
Unit quirks
The rooftop unit that trips on high head pressure every July afternoon, the economizer that sticks open.
Resets and fault codes
Which board to reset, what the flash code really means on that model, and what to check before you swap a part.
Charges and refrigerant
The charge that works on that system, superheat and subcooling targets, and where the leaks usually turn up.
Parts that actually fit
The capacitor, contactor or belt that fits, the supplier that has it, and the cross-reference that saved a second trip.
Access and site details
The roof hatch in the back stairwell, who has the key, where to park the van.
Customer specifics
Who wants a call before you go on the roof, which store can't lose cooling during business hours.
Ask it like you'd call your lead tech.
- Record on the roof or in the mechanical room from a phone's browser. Nothing to install.
- Each note is transcribed and filed under the unit and the customer site it's about.
- Scan the QR sticker on a unit to see its notes or record a new one.
- Notes are tagged with the problem, cause, fix, parts and tools, plus code tips and inspector notes.
- No signal on the roof? In the installed app, notes wait on the phone and upload when you're back online.
- Anyone on the team searches in plain words or asks a question, and gets the answer from your notes along with the notes it used.
RTU-3 · Elm St office
“RTU-3 on the Elm Street roof, the old 10-ton unit. If it's short cycling in the afternoon, check the condenser coil first. It sits right next to the kitchen exhaust and loads up with grease. Rinse it from the inside out. The last two times that was the whole problem, the charge was fine. Roof hatch is in the back stairwell, the front desk has the key.”
Example for illustration, not a real customer's note.
Keep what your best techs know.
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