Help guide · Engineer

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.

Walkthrough

Three steps, one per outdoor unit.

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Empty Leak Check panel showing type, method and result options
Step 1

Open the Leak Check panel

Outdoor units show a Leak Check panel above the regular checklist. Choose Direct, Indirect, or both, depending on how you're checking this visit.

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Leak Check panel filled in with a direct method, no leak detected, and notes
Step 2

Record method, result and notes

Tick every method you actually used, set the result, and add notes — required whenever a leak is suspected or confirmed, optional otherwise. A photo can back up what you found.

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Saved leak check summary shown on a serviced outdoor unit
Step 3

Mark the unit serviced to save it

There's no separate save button — marking the unit serviced saves the leak check at the same time. An incomplete leak check blocks Mark Serviced until you finish it or clear it, so nothing you've started gets lost.

Frequently asked

What happens if I suspect or confirm a leak?

Notes become required so you can describe what you found, and the result is carried through to the admin side for review alongside the rest of the job.

Can indoor units have a leak check too?

No — the Leak Check panel only appears on outdoor units, since that's where the refrigerant circuit's charge is tracked.

Can I change a leak check after I've saved it?

Yes, while the job's still yours to edit — an Edit link sits next to the saved summary on the unit.

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