LeakLedgerServiceTitan & FSM CSV import
Already logging refrigerant in ServiceTitan? Upload the export and get the Part 84 math.
Field-service software records the pounds. LeakLedger turns those records into leak rates, deadlines and customer reports. It works with CSV exports — no integration project, no new app for your techs.
LeakLedger imports CSV files. It is not a live sync and is not affiliated with ServiceTitan.
What to export
Export your refrigerant service records — for example, a report of the refrigerant form your technicians fill in — as CSV, one row per visit. LeakLedger needs three columns and uses the rest to match equipment and fill in the ledger:
| Column | Needed? | Typical header |
|---|---|---|
| Date of the work | Required | Completed On, Date |
| Equipment | Required | Equipment Name, Unit |
| Pounds added | Required | Lbs Added, Charge (lbs) |
| Pounds recovered | Recommended | Lbs Recovered |
| Customer, location | Recommended | Customer, Location |
| Serial number, equipment ID | Recommended | Serial, Equipment ID |
| Refrigerant | Recommended | Refrigerant Type |
| Job number, technician, notes | Optional | Job #, Technician, Notes |
Then every month
- Export the new visits.
- Upload — your saved mapping is applied automatically.
- Confirm the matched rows in one click; check the few flagged ones.
- Deadlines and reports update.
Rows already imported are skipped as duplicates, so overlapping exports are safe. Nothing reaches the ledger until you confirm it, and the original file is kept so every entry traces back to its source row.
Notes, not extra forms
Techs often record tests in the notes. LeakLedger reads them.
| Notes in the export | Recorded as |
|---|---|
| "Replaced leaking flare. Initial verification test PASS." | Initial verification test — pass |
| "Follow-up verification test FAIL: bubbles at return bends." | Follow-up verification test — fail |
| "Quarterly leak inspection: all accessible components. No leaks found." | Leak inspection |
| "Owner elected to replace the walk-in system instead of more repairs." | Retrofit / retire decision |
| "Quarterly PM. No leaks found." | Routine visit — skip in one tap |
Each classified row is marked "record type read from notes — check" so a person confirms it.
See your own customers' leak rates this week
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