Field Service: Refrigerant Tracking

By - July 31, 2022

Organizations with employees who use refrigerant are required by Environmental Protection Agency (EPA) regulations, under  Section 608 of the Clean Air Act, to track refrigerant usage. To stay in compliance, technicians not only need to be certified but also track where, when, and how the refrigerant is being used.

When organizations are using refrigerant, this usually means they are providing field services to their customers. An essential component of field services is keeping a service history for each customer asset. These customer assets are also the pieces of equipment that have refrigerant being added, transferred, recovered, or leaked. Since these movements pertain to specific equipment, field service organizations should track refrigerant for both EPA compliance and a complete history of the equipment they are servicing and maintaining.

Additionally, the refrigerant tanks being used are usually purchased by the field services organizations and are checked out by technicians as needed. These organizations need to know what technicians have with them while on-site for multiple reasons, including determining who has parts to take on emergency visits, knowing where company equipment is, and managing inventory levels.

For organizations to seamlessly document refrigerant usage, track customer asset history, and manage refrigerant inventory, RSM has built a solution to handle all those requirements within your Microsoft Dynamics 365 Field Service application. This solution has the following features:

  • EPA certification tracking
  • Refrigerant tank tracking
  • Customer asset history
    • Leakage rate of equipment
    • Transfers between circuits
  • EPA compliant report
  • Refrigerant tank capacity

Below is an example of refrigerant process and data tracking:


Find more information about RSM’s Refrigerant Tracking solution on Microsoft AppSource.


If you have any questions, please email

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