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Refrigerant tracking (HVAC EPA 608)

Log every charge added + recovery for EPA Section 608 compliance. Track cylinders on the truck, system leak rates, 3-year retention.

Updated 2026-05-01

EPA Section 608 requires HVAC contractors to log every refrigerant charge added to or recovered from a system using a certified tech, and to retain those records for 3 years. /portal/refrigerant gives you the data-capture side of that obligation.

Cylinders on the truck

  1. 1
    Click 'Add cylinder' at the top of /portal/refrigerant

    Pick the refrigerant (R-410A / R-32 / R-454B / etc.) — the dropdown has the common ones; type a custom value if needed.

  2. 2
    Enter the original charge in pounds

    Plyrium converts to ounces internally for granular tracking. A 25 lb cylinder gets stored as 400 oz.

  3. 3
    Mark recovery cylinders separately

    Recovery cylinders FILL UP as you reclaim refrigerant from systems. Stock cylinders DEPLETE as you charge systems. Plyrium tracks the direction based on this flag.

  4. 4
    Cylinder serial / lot number

    Optional but recommended for traceability — if a vendor recalls a contaminated lot, you'll want to know which jobs got product from it.

Logging a transaction

Click 'Log transaction' from /portal/refrigerant or do it from a tech's appointment detail page. Pick:

Charge addedAdding refrigerant to a customer system. Depletes the source cylinder.
Top-upSubset of charge — small leak top-up. Tracked separately for leak-rate math.
RecoveryPulling refrigerant FROM a system into a recovery cylinder. Fills the recovery cylinder.
EvacuationTotal evacuation before brazing / replacement. Subset of recovery for reporting.

What gets logged

  • Customer + appointment (if linked) — for the audit trail.
  • Refrigerant type + amount in lb + oz.
  • From / to cylinder (optional but recommended).
  • System label ('Living room split,' 'RTU #3') so you can see history per-unit at the customer.
  • Nameplate charge — needed to compute annual leak rate.
  • Leak test passed? — EPA-required check on systems >50 lb.
  • Notes — where the leak was, what you replaced, anything for next time.

Per-job entry from the tech app

Techs can log refrigerant transactions directly from the appointment detail page on /portal/tech/[id]. Same form. The transaction is auto-linked to the appointment + customer so the audit trail is complete without manual joining.

Plyrium ≠ certification

We capture the data the EPA wants. We DON'T verify your techs' Section 608 certifications, generate Form 608 certificates, or replace your own compliance program. Make sure every tech who logs a transaction holds a current Universal or Type II / Type III cert as required for the system class.

Annual leak-rate auto-math

Coming in a follow-up: per-system leak-rate dashboard that flags when a system exceeds the EPA action threshold (10% / year for >50 lb). The data model already captures system_capacity_oz on every log, so when the dashboard ships you'll have backfilled history.

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