refrigeration service management software

Fix Walk-Ins Fast: Refrigeration Service Management Software

A walk-in down at 2 a.m. can cost you the account. In Procured, you send the nearest tech and get repairs over the chain's not-to-exceed (NTE) cap approved.

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Refrigeration Service Management Software field service management
Features

From Box-Down Nights to Monthly Coil Cleans

Night calls come first. After them: over-cap repairs, chain bills, unit history, coil cleans and your on-call crew.

After-Hours Calls

Friday Night Calls Sent to the Closest Tech

Friday, 9 p.m., and a convenience store's walk-in freezer reads 20 degrees. Slide Saturday's planned work to Monday, send the call to the closest tech, and watch them tap On My Way.

  • Drop the emergency on tonight's calendar → it goes ahead of planned work
  • Spot the nearest tech on the Team plan map → faster arrival
  • Have techs tap On My Way and Arrived → you see arrival times
  • Drag tomorrow's PMs (maintenance visits) to Monday → the on-call tech sleeps
  • Color box-down calls red → nobody misses an emergency
  • Say "Mark arrived on the Garcia visit" → confirm, and dispatch sees you there
  • Assign late calls to a tech → their phone gets a notice
NTE Approvals

Over-NTE Repair Quotes Approved Tonight

The chain caps the call at $500, and the compressor is shot. Send a line-by-line quote with hours, parts, refrigerant by the pound and photos. The site manager approves before you go over.

  • List labor, parts, trip and freight separately → no lump sums to reject
  • Photograph the burnt contactor → the reason is plain
  • Save hourly and trip rates in the price book → every quote prices alike
  • Watch for Viewed → call the manager while they're at the desk
  • Convert the approved quote to a job → order the compressor
  • Resend a stalled approval with a reminder → the box isn't left waiting
  • List the failed part's model number → the manager can check it
Chain and Counter Billing

Bill Independents Now and Chains by Their Rules

A late or sloppy chain invoice can cost you the next work order. Bill from the finished job with the chain's numbers on it. The diner owner down the street pays before you leave.

  • Turn the job into an invoice → labor, parts and trip carry over
  • Send the chain's invoice before you leave the lot → no deadline scramble
  • Send the restaurant owner a card pay link → no waiting on a check
  • Offer the chain bank transfer → a big invoice costs little to collect
  • Log the regional office's check when it arrives → balances stay current
  • Put the chain's work order number on the job → bills match theirs
  • See who still owes → call accounts payable before month-end
Walk-In Records

Read the Last Visit Before Opening the Box

The taqueria's walk-in freezer iced up again. Open the past jobs and read what the last tech did. You'll see the defrost heater they swapped, their photos and the refrigerant they added.

  • Snap the condensing unit's nameplate → its serial stays with the job
  • Type box temps and setpoints in the notes → the next tech sees them
  • Note refrigerant added in the visit notes → it's there if the owner asks
  • Snap the iced-up evaporator coil → before and after shows the fix
  • Record the expansion valve or fan motor you swapped → the next tech knows
  • Same box fails again? Reopen its job → every visit in one place
  • Work in a basement walk-in with no signal → notes sync outside
Planned Maintenance

Monthly Coil Cleans and Ice Machine PMs

A restaurant group wants coils cleaned and drains flushed at 5 stores every month. Set up the visits once per store, and next month's stops are already waiting on the calendar.

  • Repeat coil cleans monthly per location → the calendar fills itself
  • Schedule the ice machine's next sanitize at close-out → it's already set
  • Save a PM visit as a quote template → every store priced alike
  • Give each store its own job location → techs find the right one
  • Photo the condenser after cleaning → store managers see it's done
  • Quote a torn gasket found on a PM → small fixes get paid
  • Fit PMs around emergencies with a drag → contracts still get served
Small Crews

Night Calls Covered From One Shared Board

You, 3 techs and an office person on the phones make 5 seats. Everyone works from the same board, and the phone person sees which tech is nearest a failing freezer.

  • Log time in at each store visit → hours match the work order
  • Add the supply-house receipt as an expense → it shows on the job
  • Message the on-call tech in team chat → the office finds the part
  • Approve timesheets on Monday → every weekend hour gets paid
  • Hand a new tech their stores → jobs appear on their phone
  • Check each tech's week in team view → spread the on-call load fairly

Try It Free for 14 Days

Use refrigeration service management software free for 14 days and start booking jobs and sending invoices from day one.

Why Procured

Plain Terms for a Three-Truck Refrigeration Shop

Money is tight in a small cooling shop. Here is what it costs to try, and what you're never tied to.

Team: $75 a month for 5 seats, no add-ons
No hidden fees, no contract, cancel anytime
14-day free trial through your on-call weeks; no card
Running 5 minutes after signup, before tonight's on-call shift
A $2,000 compressor job by bank transfer: $16
Stuck on NTE quotes? Text US-based staff
Who It's For

Which Refrigeration Shops It Fits

Procured keeps each restaurant, store and job in one place. Shops that need refrigerant record tools will want more.

Procured Is ForProcured Is Not For
Your 1-5 trucks answer restaurant and convenience store callsSeveral branches and 50-plus techs report to you
Your phone rings at 2 a.m. when a freezer failsYou need remote temperature monitoring and alarms
Grocery and fast-food chains send you capped work ordersYou need check-ins and invoices pushed into chain portals
You clean coils and drains on monthly contractsYou need federal leak-rate records and verification test logs
Customers argue about work you did months agoYou track refrigerant cylinders from purchase to reclaim
Half your work is local diners and taqueriasYou need each supermarket rack and circuit listed as equipment
You want an app a new tech can learn in the truckYou manage truck parts stock and purchase orders
Learn More

What Is Refrigeration Service Management Software?

Refrigeration service management software runs a commercial cooling shop's day. It sends techs to walk-in calls, books monthly upkeep visits, quotes repairs and bills the work. For shops that serve restaurants and grocery chains, each unit's repair story stays on its jobs. It doesn't track refrigerant or watch box temps from afar.

FAQ

Common Questions

Is Procured real refrigeration software, or built for HVAC?

It's a general field service app that refrigeration shops use for walk-in calls, PM routes, over-NTE quotes and chain bills. HVAC shops use it too. It has no cooling-only tools like leak-rate math or rack equipment lists. So the fit depends on how much federal refrigerant paperwork you do.

What if the repair goes over the NTE after I've started?

Stop and send a quote before you pass the cap. The site manager approves from the link on their phone, and the accepted quote becomes the repair job. If they decline, it stays on file, which shows you flagged the problem.

How do I charge after-hours and emergency rates?

Save each rate as its own item in your price book. Think regular hourly, after-hours hourly and an emergency trip charge. The tech picks the right one when they build the invoice. A Sunday night compressor call then bills at the rate you quoted, not your weekday rate.

Can I set ice machine cleanings and coil cleans to repeat?

Yes, for monthly work, since monthly is the longest repeat. A twice-a-year ice machine sanitize won't come back on its own. Book the next one as the tech finishes the current visit, so it's on the calendar before they leave.

Can I log refrigerant for federal leak rules?

Not in a separate log. Techs can type pounds added and recovered into the visit notes and add photos. Procured doesn't work out leak rates, track cylinders or build Section 608 records for the EPA (Environmental Protection Agency). Keep those in a tool built for EPA rules.

Is there CRM software for refrigeration equipment, unit by unit?

Not as a list of units. It tracks them job by job. Each restaurant is a client, and every job there keeps the unit's data plate photo, notes and parts. Used that way, it gives you a light repair history per unit. It doesn't keep units as assets with serial records.

Can the restaurant get a text when my tech is on the way?

No, so the office calls the manager. Inside Procured, the office sees the moment the tech taps On My Way. That gives whoever calls a real arrival time to share.

Does it connect to my customers' facility-management portals?

No. Chains' work order portals sit outside Procured, with no link between them. Check-ins and invoice uploads still happen in their system, by hand. Your quote, photos and invoice in Procured give you the paperwork to upload.

We run on paper tickets and a whiteboard. How hard is switching to refrigeration contractor software?

Not hard if you start small. Add this week's calls and your chain accounts first, and save your rates in the price book. Add other stores as clients the first time you go there.

When does an app start paying off for a two-truck shop?

Once chain paperwork or late invoices cost you money, refrigeration service management software pays off. You, a second tech and someone on the phones need 3 seats. For $75 a month, Team holds up to 5 seats and adds dispatch and team chat.

Ready to Grow Your Refrigeration Service Management Software Business?

Join thousands of field service professionals who trust Procured to run their business.