Help Centre
Answers and support for teams using Climexa.
Getting Started
Set up your trial, your profile, your company and your team so everyone's ready to work.
Starting your 30-day free trial
From the signup form to your first login — no credit card, and your account arrives pre-loaded with sample data so there's something to explore straight away.
Setting up your profile
Update your name and email, decide whether you also do field work, and set a password you'll actually remember.
Setting up your company profile
Add your logo, contact details and F-Gas certification once, from Settings, and they carry through onto every report and customer-facing document automatically.
Adding engineers and admins
Give your team their own logins — engineers get the mobile job-card view, other admins get the same office access you have.
Customising job types, unit types and checklists
Shape the building blocks every work order is built from — the jobs you offer, the equipment types you install, and what shows up on a service checklist by default. All three live in the same Settings page.
A tour of your dashboard
Everything that matters at a glance when you log in — active work, your team's availability, and what's coming up.
Customers & Work
Add customers and sites, then book, schedule and manage the work orders your engineers carry out.
Adding a managed customer, site and units
Set up a customer you look after on an ongoing basis — their site, and the indoor and outdoor units you're responsible for servicing.
Booking an ad-hoc, one-off job
Not every job needs a customer record you'll maintain long-term. For a single visit, the work order wizard can create everything it needs in one go.
Creating a work order
The everyday version — booking a job for a customer and site you've already set up.
Commissioning a new system
Record a newly installed system properly from day one — same wizard as any other work order, just with a Commissioning job type that adds an equipment step.
Scheduling and the calendar
One calendar for every work order across your whole company, filterable down to exactly what you're looking for.
Adding a retrospective service record
For work that already happened — a paper record you're digitising, or a visit that never got logged at the time. No active work order needed.
Reviewing and signing off completed work orders
When an engineer submits a job, it waits for you — approving it is what actually marks it done.
Reviewing engineer-raised issues
Anything an engineer flags on site — a fault, a concern, something worth a follow-up quote — lands here for you to action.
Compliance & Reporting
Keep refrigerant records accurate and share F-Gas compliance logs and reports with customers.
Understanding units and refrigerant history
Every unit has its own page — specs, every refrigerant transaction it's ever had, and every service it's been part of.
Generating F-Gas compliance logs
Every log is generated fresh from your refrigerant ledger and leak check history the moment you download it — never a stale export.
Sharing reports and logs with customers
Two kinds of link, both time-limited and both work without your customer needing to log in at all.
Customising your PDF report templates
Set your own title, footer and notes once per report type, and every report from then on picks it up automatically.
Account & Billing
Manage your plan, billing and how admins and engineers move between office and field views.
Managing your subscription and billing
Your plan, what you've used this month, and what's included — all on one page, whether you're still trialling or already subscribed.
Switching between admin and field view
If you both run the office and get out on the tools, Climexa lets you swap between the two without signing out.
Engineer
Everything an engineer needs on their phone, from finding a job on site to submitting it for review.
Finding and starting your work orders
Your dashboard shows today's workload at a glance — open any job and tap Start Job when you're ready to begin.
Completing a standard service visit
Add the service items you actually did, tick them off unit by unit, then submit the whole job for admin review.
Reporting an issue on site
Spot something wrong with a unit? Report Issue for this Unit logs it against the job immediately, with a photo if it helps.
Performing a leak check
Every outdoor unit gets its own leak check panel, right there in the checklist — method, result and notes, saved the moment you mark the unit serviced.
Commissioning a new system on site
A full commissioning record per system — equipment, electrical, installation and testing data — finished off with the customer's signature.
Decommissioning a system and recovering refrigerant
Weigh what you recover against the unit's expected charge, get the customer's sign-off, and submit — Climexa flags anything outside your company's tolerance for you.
Submitting your job and getting sign-off
Submitting works a little differently depending on the job type — here's what to expect from each one.
Setting up your profile and signature
Add your certification number once, and save a signature that's used automatically on your commissioning reports and job cards from then on.
Experience Climexa with a free 30-day trial.
See how installation, commissioning, servicing, compliance and customer reporting work together in one platform.
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