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1. Navigate to your Profile Overview > Fixxbook Profile.
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2. Click Edit Profile.
3. Click Add on the Refrigerant Certifications module.
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4. On the pop-up modal:
1. Begin the enter the technician’s name. A pick list will appear. Select the technician from this list;
2. Enter the technician’s certification number;
3. Enter the date of the certification;
4. Enter the date the certification expires;
5. Enter a description of the certification (optional); and
6. Upload a copy of the technician’s certification.
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5. Click Save, to complete the process.

The technicians certification will be added to provider automation and their Refrigerant Certification will appear on their User Profile in User Management, under the Employee’s Details tab.

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1. .Image Added
2. Click the pencil icon in the upper-right corner of the profile to edit it.Image Added
3. Switch to the Licenses section.Image Added
4. Next to Trade Certifications and Licenses, click the Add button.Image Added
5. Select the Certification radio button. Additional fields will appear.
6. Fill out the required * fields:
   1. * Pick the Trade — it should be either Refrigeration or HVAC.

   2. * Select the technician’s Name.

      Info
      If you have subcontractors, you can pick your subcontractor’s technicians from that list as well.

      
      

   3. * Enter the technician’s Certificate Number.

   4. * Select the Level — type of EPA Technician Certification.

      Note
      Applicable to US-based providers only.

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   5. * Pick the Date when the certificate was issued.
   6. (Optional) Set the Expiration Date for the certificate.
   7. (Optional) Enter any additional information you think may be relevant for your client in the Description field.

   8. * Drag and drop the required document, or browse your computer to upload the certificate.
      

      Note
      The maximum file size is 1MB.

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7. Click Save to complete the process.
8. Repeat steps 4–7 to add EPA certificates for other technicians or to the same technician if this technician has more than one type of certification.