Providers whose technicians service HVAC and Refrigerated Assets can upload their technician’s EPA certification to Provider Automation. This feature provides administrators and business owners with a tool to manage their technician’s certification including their expiration dates.
⦿ How to Load a Technician’s EPA Certification
- Navigate to Profile Overview > Fixxbook Profile.
- Click Edit Profile.
- Click Add on the Refrigerant Certifications module.
- On the pop-up modal:
- Begin the enter the technician’s name. A pick list will appear. Select the technician from this list;
- Enter the technician’s certification number;
- Enter the date of the certification;
- Enter the date the certification expires;
- Enter a description of the certification (optional); and
- Upload a copy of the technician’s certification.
- 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.
