01
Match the installation
Connect each HVAC type to a fixed service template, from heat pumps and rooftop units to chillers and air-handling systems.
For HVAC service teams
HVAC equipment documentation.
Every check. Clear service evidence.
Basifield turns your service standards into installation-specific workflows, helping technicians catch faults, reduce paperwork and deliver the evidence customers, supervisors and manufacturers expect.
Closed beta · Hands-on setup · No commitment
Guided fieldwork06 / 12
Service visit · 3 equipment templates
AHU-12 · Air handling unit
Visual inspection
Filter and coil condition
Inspect filter buildup, coil cleanliness and airflow.
Field note
Filter buildup observed. Cleaning recommended.
Saved locallyTechnician · Alex
In the reportLive preview
BASIFIELD · DOC-084
Combined service report
AHU-12 · Air handling unit
AttentionFilter and coil condition
Finding recorded
Clean filter and check airflow
01 · Filter condition · Attention
PHOTO 01Evidence saved in the asset history
Less administration, stronger service records
Make the expected work clear before the technician arrives.
A fixed template for each installation type helps supervisors standardise the visit without relying on memory. Required checks, readings and evidence stay visible, while skip logic keeps the workflow relevant to the equipment and answers recorded.
Annual cleaning and preventive-maintenance records
Commercial HVAC, heat-pump and refrigeration service
Installation-specific checklists for technicians and apprentices
Readings, annotated fault photos and corrective recommendations
Customer-ready reports with supervisor approval
Dated service evidence for manufacturer warranty requirements
The HVAC documentation workflow
From installation standard to warranty-ready record.
02
Guide every check
Give technicians and apprentices a clear sequence with required readings, photos and conditional follow-up steps.
03
Review the work
Let a supervisor verify faults, evidence and completed checks before customer documentation is released.
04
Keep the proof
Produce a consistent report and preserve dated service evidence for future visits and warranty requests.
Closed-beta pilot
Bring one real HVAC service workflow.
A 30-minute discovery call, your first 3 templates mapped and digitized for you, hands-on onboarding and field support. Work directly with the founders to refine your installation checks and service reports.