HVACPro Residential Replacement Comfort Advisor Job Training
You may enroll in these 8 job training classes for an enrollment amount of only $399.95.
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Or pick and choose any class 24/7 and pay only $49.95
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Job Description
This position is accountable for the business growth and profitability management activities of the Company, including establishing business plans, policies, and objectives for the Company following corporate directives by performing the following duties personally or through subordinate managers and staff members.
How to Master a Thriving Residential HVAC Service Business
- Review how to use this program to implement a strategic Business Plan.
- Review how you only need employees to process your book of business.
- Review how the company operates and the work delivery processes for employees.
- Review how you only need managers in your business to manage your people to process.
- Review the importance of staffing up to 100% utilization of available labor to prevent higher operating costs than your competitors.
- Provided in residential and commercial subscription or purchase these documents: N/A
- Review onsite opportunity assessment forms by transaction type.
- Review how to ask a logical set of repair call questions.
- Review how to harvest post-call items found on the opportunity assessment survey form.
- Review the 37 common opportunity items still needing attention.
- Review how to ask a logical set of replacement call questions.
- Provided in residential and commercial subscription or purchase these documents:
| Product ID 1004 | Technician Repair Call Check-in Opportunity Assessment Form In most cases, when the technician first arrives on a repair call, the system is dead. The system cannot speak for itself, so you must interview the customer about the patient. An Opportunity Assessment Survey form is needed to enable the technician to learn about the customer, the problem or issue, and other areas that may present opportunities to improve. Customers commonly desire improved comfort, health, safety, property, and financial situation. After confirming the purpose of the call and making introductions, the technician uses the script located at the top of the form | $99.95 |
| 1005 | Technician Repair or Maintenance Call Check-Out Opportunity Assessment Forms – Multi-Form access to print vendor Entitled System Condition Report. This form lets the customer go forward with recommendations to save money or help avoid catastrophic failures. This form allows the company to continue communicating post-call with the customer to “harvest more opportunities” that need attention. The technician and the customer must sign off as presented and received. At the end of the call, the technician reviews anything they have checked off that still “needs attention” on our System Condition Report to help the customer post-call become more comfortable, safer, and healthier and save money. The technician returns the System Condition Report to the service manager for pricing work and follows up with the customer on the recommended work that needs attention. When used with Microsoft Office and the obtained customer’s email address or cell phone number, this form enables the contractor to continue post-call harvest opportunities that remain to need attention. Access to print vendor included in Complete Appendix B Documentation Set. | Order from Print Vendor Under HVACPro Option #3 that Includes all Documents |
| Product ID 1007 | Proactive Repair Call Handling Tasking Procedures Service managers and repair technicians use this standard procedure document to perform the step-by-step functions of a professional service call handling procedure and forms from a lead to sold repair customer checkout. This document is provided in original Microsoft Word format to be printed on your local printer. | $99.95 |
- Review the system replacement business.
- Review of proactive trust-selling system replacement standards.
- Provided in residential and commercial subscription or purchase these documents:
| Product ID 1009 | Replacement Sales Presentation (This is included in our Home Comfort Flat Rate Price Guide. This promotional tool is used by selling technicians and comfort advisors on a request for bid/estimate/quote to systematically overcome 4-common sales objections, (1) What makes your company different?, (2) What regulatory compliant approach you will use to obtain the lowest possible price, (3) Why your Company has to set the standard of performance in the area, (4) What the customer can expect before, during, and post-installation, and (5) Investment Option Price Sheet to provide an upfront itemize and logical installation sequence and price to the customer. This promotional contract is provided in original Microsoft PowerPoint format to be printed on your local printer. | $99.95 |
1010 | Replacement Sales Presentation (This is included in our Home Comfort Flat Rate Price Guide This promotional tool is used by selling technicians and comfort advisors on a request for bid/estimate/quote to systematically overcome 4-common sales objections, (1) What makes your company different?, (2) What regulatory compliant approach you will use to obtain the lowest possible price, (3) Why your Company has to set the standard of performance in the area, (4) What the customer can expect before, during, and post-installation, and (5) Investment Option Price Sheet to provide an upfront itemize and logical installation sequence and price to the customer. This promotional contract is provided in original Microsoft PowerPoint format to be printed on your local printer. | $99.95 |
| 1011 | HVAC System Replacement Proposal Agreement Selling technicians and comfort advisors use this promotional and system replacement transaction contract. This document is multi-form; this form’s desired quantities are purchased directly through our authorized print vendor. Access to print vendor included in Complete Appendix B Documentation Set. | Order from Print Vendor Under HVACPro Option #3 that Includes all Documents |
| 1012 | Ductless Mini-Split-System Replacement Proposal Agreement Selling technicians and comfort advisors use this promotional and system replacement transaction contract. This document is multi-form; this form’s desired quantities are purchased directly through our authorized print vendor. Access to print vendor included in Complete Appendix B Documentation Set. | Order from Print Vendor Under HVACPro Option #3 that Includes all Documents |
| 1013 | Boiler System Replacement Proposal Agreement Selling technicians and comfort advisors use this promotional and system replacement transaction contract. This document is multi-form; this form’s desired quantities are purchased directly through our authorized print vendor. Access to print vendor included in Complete Appendix B Documentation Set. | Order from Print Vendor Under HVACPro Option #3 that Includes all Documents |
| 1014 | Pro-Tech Service Agreement Access to print vendor included in Complete Appendix B Documentation Set. Technicians use this promotional and maintenance transaction contract. This document is multi-form, and this form’s desired quantities are purchased directly through our authorized print vendor. Access to print vendor included in Complete Appendix B Documentation Set. | Order from Print Vendor Under HVACPro Option #3 that Includes all Documents |
| 1032 | Which Contractor Best Meets Your Needs Questionnaire in Microsoft Excel Typically, when a customer does not sign, obtain the Which Contractor Best Meets Your Needs? Introduce this 20-questionnaire to the customer as a courtesy to our clients. This questionnaire helps the customer not get damaged by using an unworthy contractor. Nine out of ten times, the customer will not even get past the first five questions. For example, question 4 asks, “Do you perform drug testing to screen employees for hire?”. Simply explain to the customer the following. Suppose a contractor comes on your property with an employee under the influence of drugs and gets hurt. In that case, they can sue you personally for allowing them to work on your property stoned. Ouch. Why is this an important question to ask? As proof, when contractors recruit technicians and installers applicants for hire and tell applicants that drug testing is required, only 6 out of 10 applicants return. | $99.95 |
- Review from a lead to job close out, best practice written system replacement work delivery standards.
- Review how to create a project/design‐build statement of qualifications.
- Review an example cover letter and statement of qualifications.
- Provided in residential and commercial subscription or purchase these documents:
| Product ID 1017 | System Replacement Work Delivery Standard Procedures Includes step-by-step work delivery tasking standards from a lead to Project/Design-Build agreement job closeout. Service managers and operations managers use them. This document is provided in original Microsoft Word format to be printed on your local printer. | $159.95 |
- Review how to establish written quality assurance standard Procedures.
- Review the need to establish proper transaction credit and payment terms.
- Review how to establish accounts receivable aging.
- Review how to establish an accounts receivable aging schedule.
- Review best practice accounts receivable rules.
- Provided in residential and commercial subscription or purchase these documents:
| Product ID 1019 | Accounts Receivable and Payable Standard Procedures Includes step-by-step accounting receivable and payable standards. General managers and operations managers use them. This document is provided in original Microsoft Word format to be printed on your local printer. | $99.95 |
- Review how controlling costs is the key to being a profitable HVAC company.
- Review the benefits of written inventory & tool control standard procedures.
- Review inventory types.
- Review step-by-step inventory & tool control standard operating procedures.
- Provided in residential and commercial subscription or purchase these documents: N/A
Section #6 How to Protect the Business with Proper Terms & Conditions
- Review how your invoice or proposal agreement is a business contract.
- Review service repair payment & liability protection terms & conditions.
- Review service agreement payment & liability protection terms & conditions.
- Review system replacement payment & liability protection terms & conditions.
- Provided in residential and commercial subscription or purchase these documents: