Records the law already makes you keep

HVAC refrigerant record keeping requirements, US and GB

Updated

The refrigerant rules are why an HVAC firm's files run deep: they require leak, repair, disposal and certification records to be kept for years.

Outline my service records

United States: EPA Section 608

Disposal of 5 to 50 pound appliances

40 CFR 82.156 says technicians evacuating refrigerant from appliances with a full charge of more than 5 and less than 50 pounds for disposal "must keep records documenting the following for three years".

Source: 40 CFR 82.156, refrigerant evacuation and disposal records

Leak inspection and repair

40 CFR 82.157 says: "All records identified in this paragraph must be kept for at least three years in electronic or paper format, unless otherwise specified." Owners or operators keep the leak inspection records.

Source: 40 CFR 82.157

Technician certificates

40 CFR 82.161 says: "Technicians must maintain a copy of their certificate until three years after no longer operating as a technician."

Source: 40 CFR 82.161

Great Britain: the F-gas Regulation and gas safety

F-gas records kept by a servicing firm

Article 6 of Regulation (EU) No 517/2014, as it applies in Great Britain, says undertakings servicing equipment for operators "shall keep copies of the records referred to in paragraph 1 for at least five years".

Source: Regulation (EU) No 517/2014 article 6

Gas safety check records

Regulation 36 of the Gas Safety (Installation and Use) Regulations 1998 keeps a landlord's appliance check record until there have been two further checks of the appliance or flue.

Source: Gas Safety (Installation and Use) Regulations 1998 regulation 36

Refrigerant logs in an HVAC data licence

A record the law makes you keep must still be kept after a licence: the firm licenses a copy, never the original. Records that name a householder or a site are cleaned of personal details before any copy leaves.

Outline your HVAC service records

Tell us which software holds them and how far back. We say what an AI buyer would ask for and what your platform's terms leave you free to license.

The HVAC records
  • We never ask for customer names or addresses
  • Answered from your platform's own published terms

Sources

This site's own datasets, every figure quoted from its source and dated:

  1. Zuper Terms and Conditions
  2. Zuper AI Terms of Use and Service
  3. Zuper Data Migration Policy
  4. Sera Terms and Conditions of Service
  5. measureQuick End User License Agreement and Privacy Policy
  6. Carrier ClimaVision End User License Agreement
  7. FieldEdge Flat Rate Mobile Terms and Conditions
  8. Successware Connection FAQ

Years of service calls in one platform?

Tell us which software holds them and how far back. We say what an AI buyer would ask for and what your platform's terms leave you free to license.

Outline my service records