Gardiner increases refrigerant tracking workflow completion by 213% through standardization

Refrigerant tracking worked, but it wasn't built to scale
Gardiner is a commercial HVAC provider based in Northern Ohio, supporting over 2,000 customers across commercial, healthcare, education, and industrial environments. As customer expectations evolve, the team continues to expand how it captures and delivers asset-level data across its service operations.Refrigerant tracking was becoming a more consistent customer request, requiring accurate and repeatable reporting. While a process existed, data capture varied across jobs, and assembling reports required additional time from leadership. As demand increased, creating a more consistent and scalable approach to refrigerant reporting became a priority.
XOi automated Gardiner's refrigerant tracking end to end
Gardiner implemented a dedicated workflow to capture refrigerant data as part of normal service activity. By embedding required inputs directly into the technician workflow and reinforcing adoption through training and system integration, refrigerant data is now captured consistently at the point of service.This structured approach ensures that each job contributes to a complete, usable dataset, supporting faster and more reliable reporting.
Automated report generation from consistently captured field data
As workflows are completed, refrigerant data is automatically structured and made available for reporting. Standardized formats allow reports to be generated quickly without manual consolidation, reducing time spent assembling information and improving consistency across customers.“We knew refrigerant tracking was important, but until we standardized it, it wasn’t solving the problem. Now it’s saving us time, and we’re ready for where it’s headed.”– Tyler Winfield, Service Operations Leader, Gardiner
66+ hours of manual work eliminated
Manual report assembly dropped to near zero as XOi automated the generation of consistent, ready-to-send refrigerant reports.
Workflow completion +213%
Refrigerant tracking workflow completion increased by 213%, reflecting the impact of making a previously inconsistent process easy and routine for every technician.
What changed when data became reliable
Gardiner transformed a manual, time-consuming process into an automated system that scales, cutting 66+ hours of annual labor, boosting workflow completion by 213%, and building the data foundation that lets the team say yes to every refrigerant tracking request.
leadership hours reclaimed annually
increase in refrigerant tracking workflow completion
Reporting adoption jumped from 50–60% to a fully standardized workflow across the team

“We knew refrigerant tracking was important, but until we standardized it, it wasn’t solving the problem. Now it’s saving us time, and we’re ready for where it’s headed.”
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