Refrigerant Tracking

If your business owns, operates, or works on commercial HVAC or refrigeration equipment, refrigerant tracking is no longer optional. Federal regulations under EPA Section 608 and the AIM Act require documented records for every charge, recovery, and service event tied to regulated equipment, and those records must be verifiable, retained for at least three years, and available to regulators on request. Many states have even more stringent requirements with longer data retention periods.

This page explains what refrigerant tracking means, what the regulations require, who carries the obligation, and what a compliant tracking system looks like in practice.

EPA Section 608
AIM Act Subpart C
15 lb Threshold
Equipment + Cylinder Tracking
Chain of Custody
Who It Applies To
Equipment owners, technicians, and contractors working with regulated HVAC/R equipment at the 15 lb (AIM Act) or 50 lb (Section 608) threshold — and all three parties carry compliance obligations.
Two Connected Records
Equipment tracking documents every service event and leak rate for each appliance. Cylinder tracking documents every pound of refrigerant from purchase through recovery and reclaim.
How FMHero Handles It
Tracking is built at the point of service, automatically, with leak rates calculated and records delivered to every party who needs them — simultaneously, without re-entry.
Definition

What Is Refrigerant Tracking?

Refrigerant tracking is the process of documenting every movement, addition, removal, and transfer of refrigerant, both at the equipment that holds it and at the cylinder that supplies it or is recovered into. A complete tracking program covers two connected sides of the same record.

Equipment Tracking

The equipment side of the record tells you:
  • Which equipment holds the refrigerant and how much at full charge

  • How much has been added or removed at each service event
  • Who performed each service and when
  • What the calculated leak loss rate is
  • Whether any leak thresholds have been exceeded

This is not a single form or a single database entry. It is an ongoing record that follows a piece of equipment through its entire service life, from installation through decommissioning.

Cylinder and Refrigerant Tracking

The cylinder side of the record tells you:
  • What refrigerant was purchased, when, from whom, and under whose Section 608 certification

  • Which cylinders are on hand, where they are stored, and how much refrigerant remains
  • Which cylinder fed which appliance at each charge event, and how much was transferred
  • Which recovered refrigerant came out of which appliance, into which recovery cylinder, and how much

  • Where recovered refrigerant went next: returned to inventory, sent to a certified reclaimer, or sent for destruction

Without this side of the record, the equipment side has no provenance. A charge event that cannot be traced back to a purchased, certified cylinder is a gap in the chain of custody, and a recovered pound that cannot be traced forward to reclaim or destruction is a venting risk waiting to be cited.

The Industry Problem

Compliance records lived in filing cabinets, spreadsheets, and disconnected software systems. A technician's work stayed with whatever company they worked for. Every cylinder was a mystery the moment it left the warehouse. The data existed — it just didn't talk to anyone.

Effective January 1, 2026

Hundreds of thousands of equipment owners and millions of additional systems entered federal tracking requirements.
The AIM Act's 15 lb threshold expanded refrigerant tracking obligations to equipment previously outside the scope of Section 608. Note: the AIM Act exempts residential and light commercial air conditioning and heat pump systems — but the EPA has not clearly defined "light commercial," and leaning into that ambiguity carries significant risk.

Applicability

Who Is Required to Track Refrigerant?

Refrigerant tracking obligations apply to multiple parties in the service chain — with different responsibilities at each level.

Equipment Owners

Every unit in the lab carries a service history inside FMHero. Know who last touched it, what was done, and when, no guesswork when something stops working.

Technicians

Technicians generate the primary data. They can be fined and lose their certification for documentation failures. Under AIM Act Subpart C, parallel documentation requirements apply at the 15 lb HFC threshold alongside existing Section 608 obligations at 50 lbs.

Contractors

Contractors are responsible for the work their technicians perform and the documentation they are required to capture. They can be fined and face public exposure and brand damage. Contractors operating without automatic documentation delivery to customers are creating compliance exposure for everyone in the chain.

15 lbs

AIM Act Subpart C threshold for HFC refrigerants with GWP > 53. Effective January 1, 2026. Does not apply to residential or light commercial AC and heat pump systems — though "light commercial" is not clearly defined by EPA.

50 lbs

EPA Section 608 threshold for Class I and Class II refrigerants (ODS). Both regimes can apply to the same appliance simultaneously. All refrigerant-containing systems remain subject to Section 608 recovery and no-vent requirements regardless of AIM Act exemptions.

Federal Requirements

What Must Every Tracking Record Include?

Per 40 CFR §84.106(l), every service event on equipment containing 15 or more pounds of regulated HFC refrigerant must be documented with:

1
Identity and Location of the Appliance
Every unit in the lab carries a service history inside FMHero. Know who last touched it, what was done, and when, no guesswork when something stops working.

2

Date of Service

The actual date the service event occurred — not the date it was logged or submitted.

3

Part or Parts Serviced

Specific components addressed during the service event.

4

Type of Service Performed

Description of work completed: leak repair, refrigerant addition, inspection, recovery, etc.

5

Technician Name

The name of the certified technician who performed the service.

6

Amount and Type of Refrigerant Added or Removed

Pounds of refrigerant charged to or recovered from the appliance, and the refrigerant type (e.g., R-410A, R-404A).

7

Full Charge of the Appliance

The total refrigerant capacity of the appliance at proper operating charge. Required for leak rate calculation.

8

Calculated Leak Rate and Method Used

Annualized leak rate using EPA-approved formulas. Required for every applicable service event outside of enumerated exceptions.

Under Section 608 (40 CFR §82.157(l)(2)), parallel documentation is required for equipment containing 50 or more pounds of ODS refrigerant. Records under both regimes must be retained for a minimum of three years.

Leak inspections carry their own documentation requirements. Per 40 CFR §82.157(l)(3), inspection records must include the date of inspection, the method used, the location of any identified leaks, and a certification that all visible and accessible parts were inspected.

How Tracking Is Done Today

Why Most Current Systems Fall Short

The regulations require compliant tracking. The systems most operators are using were not built for it.

Paper Logs

Technically Permissible. Practically Failing.

The most common method is still paper: service tickets, refrigerant addition logs, and binders stored at the facility. Paper logs are technically permissible under current regulations. They are also the most common point of failure in enforcement actions. Paper records get lost, damaged, or left incomplete. They don't calculate leak rates automatically. They don't alert anyone when a threshold is approaching. And they have no chain of custody: a technician who visits a site and adds refrigerant can leave without providing any documentation, and the owner has no way to verify the service happened or was documented correctly.

Spreadsheets

Better Than Paper. Still Not Enough.

Spreadsheets are a step up from paper, but they share most of the same problems. A spreadsheet doesn't know which appliances are subject to which rules. It doesn't calculate the correct leak rate formula based on refrigerant type and charge size. It doesn't flag an exceedance the day it occurs. It doesn't know when records are missing. And when a regulator asks for documentation, a spreadsheet requires someone to assemble, format, and present the data manually, in real time, under pressure.

Dedicated Refrigerant Tracking Software

Built for the Regulatory Environment That Exists.

Purpose-built refrigerant tracking platforms solve the problems that paper and spreadsheets cannot. At minimum, a compliant tracking system should: capture service data in the field at the point of service, calculate leak rates automatically using EPA-approved formulas, alert equipment owners when exceedance thresholds are approaching or crossed, maintain a complete and searchable service history for every asset, and export audit-ready documentation without manual assembly.

The FMHero Difference

How FMHero Handles Refrigerant Tracking

FMHero is built around a principle the industry has never had before: the tracking record follows the equipment and the refrigerant, not the company that happens to be doing the work at any given moment.

Every piece of equipment in FMHero carries its identity, location, service history, and compliance status permanently. Every service event a technician documents in the field flows automatically to the equipment owner's compliance record and the contractor's workspace, with no data re-entry, no paperwork handoff, and no risk that the record gets lost when a technician changes employers or a contractor changes clients.

This connected data ecosystem, called the Heroverse, integrates technicians, contractors, equipment owners, wholesalers, and manufacturers through shared equipment scans and service records. Instead of siloed tracking that breaks at every handoff, every participant in the service chain works from the same interconnected compliance record.

For Technicians

Your Work History Follows You

The FMHero mobile app captures refrigerant additions, removals, and recovery events at the point of service. The technician scans the equipment, logs the service, and the record is complete. It belongs to their service history, their employer's workspace, and the equipment owner's compliance portfolio, simultaneously. For the first time the technician is able to keep their service records throughout their career, no matter who they work for or how many employer changes they experience.

For Contractors and Service Teams

Real-Time Visibility, Every Job

Every Field Service Order submitted by a technician is visible to the service team in real time and can be collaborated on until complete and approved. Cylinder tracking, refrigerant consumption and inventory, customer records, and compliance documentation are organized in one workspace. When a customer asks for proof of service, it's already there. There is never a question of where refrigerant went because every ounce counts.

For Equipment Owners

Compliance Without the Chase

Leak loss rates are calculated automatically. Exceedance alerts fire when thresholds are crossed. Every service performed by an authorized provider flows directly into the owner's compliance record. When a regulator asks for documentation, it's a report, not a search through filing cabinets.

For the Industry

A Complete Chain of Custody

Every cylinder tracked through FMHero carries a chain of custody from warehouse to field and back to reclaim. Every new and recovered pound of refrigerant is documented. Every service event adds to a connected network of compliance records that benefits everyone in the service chain, not just the company that did the work today.

The refrigerant tracking problem in the HVAC/R industry is not a data problem. The data exists. The problem is that the data doesn't talk to anyone. FMHero connects it.

Common Questions

Frequently Asked Questions About Refrigerant Tracking

Get Started

Start Tracking Refrigerant the Right Way

The regulations are not going in a more permissive direction. The 15-pound threshold that took effect January 1, 2026 expanded federal refrigerant tracking obligations to hundreds of thousands of equipment owners and millions of additional systems. State programs in California, New York, Washington, Colorado, and elsewhere continue to tighten. The window for paper-based compliance is closing.

FMHero's mobile app is free for every technician. The platform is free for trade programs. For contractors, equipment owners, and facility operators ready to move past spreadsheets and filing cabinets, FMHero provides the tracking infrastructure that makes compliance automatic, defensible, and scalable.

Download the App

What to Expect in the Demo

  • Brief discovery about your program's current setup
  • Walk through how FMHero fits your curriculum
  • Open Q&A — bring your questions
  • Clear path forward with simple onboarding next steps for implemenation