Capture equipment in the field

Equipment is the record everything else hangs off — the service history, the agreement coverage, and the readings you log later all key off the unit, not the job. Every work order should have one linked before you're done, and it takes under a minute to get right.

When you need this

The job detail page shows an Equipment card. If a unit's already linked, you'll see its type, serial, tonnage, and refrigerant there — nothing to do. If it says No equipment linked, tap Add equipment; if the wrong unit's attached, tap Change. Both take you to the same screen.

Attach a unit that's already on record

If the site has other equipment already in Thermal, it's listed first under Already on record at this site — a customer with three rooftop units doesn't need the same nameplate scanned three times. Find the right one and tap Attach. That's it; you're back on the job with the unit linked.

Scan a nameplate

Nothing on record, or it's a brand-new install? Scan the rating plate instead.

1. Tap Take photo and get the whole nameplate in frame, well lit — this needs a live connection, so it's disabled while you're offline.
2. Thermal reads what it can off the plate — make, model, serial, refrigerant, and more — and fills in the form.
3. Check every field, especially the serial, before saving. A misread character on the serial follows this unit through every future service call.
4. Fill in anything the scan missed or got wrong, then tap Save unit. Not happy with the photo? Retake photo goes back to step 1.

Enter it by hand

No signal, or the plate's too worn to read? Tap Enter by hand to skip the scan and fill in the same form yourself — type, make, model, serial, refrigerant, install year, tonnage, and EPA appliance class. Nothing here is required except the equipment type; leave a field blank if you genuinely don't know it rather than guessing.

While you're on the card

Once equipment's linked, the job page's Equipment card lets you do a couple more things without leaving:

• EPA appliance class — sets the federal leak-rate threshold for this unit (EPA 608). Pick it from the dropdown and tap Save.
• Log refrigerant — record a charge, recovery, top-up, or disposal transaction against this unit, with the ounces involved. This is a compliance record, not a line item — it doesn't touch the bill.
• Service history — a timeline of past visits to this exact unit, so you can see what's been done before you start.

Reference

The full set of equipment types, EPA appliance classes, and refrigerant values Thermal recognizes are listed in Status & domain values.