Inter-Organization Transfers

Transfer refrigerant cylinders between different organizations seamlessly. Perfect for contractors working with multiple companies or managing equipment across separate business entities.

What you get: Streamlined cross-company transfers with full tracking, automatic inventory updates for both organizations, and complete transfer history for accountability.

Requirements:

• Subscription: PRO or ENTERPRISE tier
• Role: Parent Org Admin, App Admin, Org Admin, or Manager

Key Features:

• Transfer cylinder ownership between organizations
• Optional movement creation for physical transfers
• Complete audit trail and history
• All cylinder data preserved during transfer

Learn more in our Inter-Organization Cylinder Transfers guide.

Customer Management Features

Manage your customer accounts with enhanced tools for adding, editing, and organizing customer information. Track service locations, contacts, and equipment for each customer in one centralized place.

What you get: Complete customer profiles with contact information, location management for multi-site customers, and quick access to all equipment and service history at each customer location.

DOT Cylinder Inspection Tracking

Track DOT-required cylinder inspections with automated reminders and visual status indicators. See which cylinders need inspection and when, with an interactive map showing all your cylinders and their inspection status.

What you get: Never miss mandatory DOT inspections, visual map of all cylinder locations and inspection dates, and automated tracking to maintain compliance with federal transportation regulations.

Job Completion & Workflow Management

Complete service jobs directly from the technician dashboard with streamlined workflows. Mark jobs complete, attach photos and notes, and automatically update equipment records all in one place.

What you get: Faster job completion workflows, automatic record updates when jobs are finished, and better communication between field technicians and office staff with real-time job status updates.

AI Data Plate Reader

Instantly extract equipment information from data plate photos using AI. Simply snap a photo of any equipment data plate, and RefriTrak automatically reads model numbers, serial numbers, refrigerant type, and charge amounts.

What you get: No more manual data entry from hard-to-read plates, instant equipment setup from photos, and reduced errors from mistyped information. Works even on faded or damaged data plates.

Annual Leak Reports

Generate comprehensive annual leak reports for EPA compliance with one click. The system automatically compiles all leak data, calculates leak rates, and formats reports ready for submission.

What you get: Automated EPA-compliant annual reports, accurate leak rate calculations across all equipment, and professional formatting that meets federal reporting requirements.

Enhanced Data Export

Export your refrigerant tracking data in multiple formats for reporting, analysis, or backup. Download equipment lists, transfer histories, and compliance reports with one click.

What you get: Flexible data export options, custom date ranges for reports, and formatted exports ready for spreadsheet analysis or sharing with auditors and stakeholders.

Refrigerant Movement Tracking

Track refrigerant movements between locations, equipment, and cylinders with detailed movement logs. Every transfer, recovery, and charge is recorded with timestamps, locations, and technician information.

What you get: Complete refrigerant accountability, detailed movement history for audits, and automatic calculations of refrigerant usage patterns across your entire operation.

DOT Inspection Dashboard

Comprehensive dashboard for managing DOT cylinder inspections across your entire fleet. View upcoming inspections, overdue cylinders, and inspection history with filtering and sorting capabilities.

What you get: Complete visibility into DOT compliance status, proactive alerts for upcoming inspections, and organized tracking to ensure all cylinders remain compliant with federal regulations.

Multi-Organization Support

Manage multiple organizations from a single account. Perfect for franchises, multi-branch operations, or service companies managing equipment for different business entities.

What you get: Switch between organizations instantly, consolidated dashboard showing all your businesses, and separate tracking for each organization while maintaining centralized access and reporting.