JoinHVACSuccess

HVACPro Commercial Foreman/Installer/Helper Job Training

This position is responsible for all installation activities and customer relationship management functions between the Company and its clients. This position aims to install heating and air conditioning systems or replacement equipment per the Company’s installation procedures and customer satisfaction guidelines through direct on-site installation work and internal/external coordination as part of an overall installation department. This position is also responsible for all customer satisfaction, quality workmanship, and all project administrative paperwork between the Company and its customers.

HVACPro Online Classes

#0 HVACPro Overview:

  1. Review how to implement a strategic business action plan
  2. Review how you only need employees in your business to process your book of business.
  3. Review how the company operating and work delivery processes are for employees to follow step-by-step.
  4. Review how you only need managers in your business to manage your people to process.
  5. Review the importance of staffing up to 100% utilization of available labor to prevent higher operating costs versus the competition.
  6. Subscription provided or purchase these documents:
    1. N/A

       

#2P6 HVAC/R Equipment Maintenance Requirements & Opportunity Assessment:

  1. Review the importance of understanding equipment maintenance and repair requirements to your success.
  2. Review the need to customize maintenance program solutions to meet your customer’s unique requirements.
  3. Review the needed equipment and systems survey tools.
  4. Review the onsite opportunity assessment survey’s primary focus.
  5. Review the various HVAC/R equipment purpose & periodic maintenance requirements.
  6. Subscription provided or purchase these documents:
    1. N/A

#5P1 Service Repair Work Delivery Tasking Standard Procedures:

  1. Review the many advantages of written work delivery tasking standard procedures.
  2. Review how business functions are the labor tasking activities that must occur.
  3. Review the step-by-step service repair work delivery tasking standard procedures.
  4. Subscription provided or purchase these documents:

     

 

Product

ID

1023

Service Repair Work Delivery Standard Procedures

Includes step-by-step work delivery tasking standards from a lead to repair job closeout. Service managers and operations managers use them. This document is provided in original MS Word format to be printed on your local printer.

 #5P2 Service Agreement Work Delivery Tasking Standard Procedures:

  1. Review service agreement work delivery tasking standard procedures.
  2. Review commercial service agreement cover letter and proposal agreement.
  3. Subscription provided or purchase these documents:

 

 

Product

ID

1024

Service Agreement Work Delivery Standard Procedures

Includes step-by-step work delivery tasking standards from a lead to service agreement job closeout. Service managers and operations managers use them. This document is provided in original MS Word format to be printed on your local printer.

 

#5P3 Project Work Delivery Tasking Standard Procedures:

  1. Review project work delivery tasking standard procedures.
  2. Review the commercial service agreement cover letter and proposal agreement.
  3. Subscription provided or purchase these documents:

     

 Product

ID

1025

 

Project/Design-Build 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 MS Word format to be printed on your local printer.

 #5P4 Equipment Start-up Taking & Accounts Receivable/Payable Standard Procedures:

  1. Review equipment start‐up and maintenance tasking standards.
  2. Review management quality assurance standard procedures.
  3. Review accounts receivable and payable standard procedures.
  4. Subscription provided or purchase these documents:

     

 Product

ID

1026

Equipment Start-up &  Maintenance Tasking Procedures

These documents are used by service managers, installation managers, technicians, installers, and operations managers. HVAC service companies use this equipment start-up, text, and verification tasking procedures to adhere to the new ASHRAE standard 180P standards. These tasking procedures help you establish the minimum HVAC inspection and maintenance requirements that preserve a system’s ability to achieve optimum operations. AccuTask includes 136 start-up and maintenance tasking forms for 99.9% of HVAC equipment and systems. These documents are provided in original MS Word format to be printed on your local printer.

Product

ID

1027

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 MS Word format to be printed on your local printer.

 #5P6 Inventory & Tool Control and Customer Care Standard Procedures:

  1. Review inventory & tool control standards procedures.
  2. Review customer care call handling standard procedures..
  3. Subscription provided or purchase these documents:

     

 Product

ID

1028

Inventory and Tool Control Standards

Includes step-by-step company job and truck inventory control standards. General managers, service managers, and operations managers use them. This document is provided in original MS Word format to be printed on your local printer..

 Product

ID

1029

Effective Customer Care Call Handling Standard Procedures

Arming the dispatcher with a professional standardized way to great and respond to customer inquiries to include:

2.      Greeting the Customer

3.      Identify How Customer Will Pay for Today’s Work

4.      Informing the Customer of Response Time:

5.      Identifying the Lead Source

6.      Reminding the Customer of What Happens Next

7.      Calling the Customer to Confirm Arrival Time

8.      Calling to Reschedule Appointment

9.      If a Solution Requires a Plan

10.  Callback With a Plan

 #5P7 Field Service Labor Productivity Optimization and Reporting Standard Procedures:

  1. Review the importance of field labor optimization.Review a set of field labor optimization standard procedures.

  2. Review the 8-step process to generate maximum buy-in from your people.

  3. Subscription provided or purchase these documents:
    1. N/A

#9 How to Efficiently Organize the Business for Growth:

  1. Review why we need to organize business into groups.
  2. Review commercial HVAC business organizational structure.
  3. Review five logical commercial, organizational groups/departments.
  4. Review office admin department functions & organizational structure.
  5. Review sales department functions & organizational structure service.
  6. Review service functions & organizational structure.
  7. Review installation department functions & organizational structure.
  8. Review construction department functions & organizational structure.
  9. Subscription provided or purchase these documents:

     

 Product

ID

1036

Commercial HVAC Service Contractor Organizational Charts

Whether you are a one-person or a 200-person HVAC company, both perform the same business operating and work delivery functions. Each business function requires labor tasking to complete. What labor is needed depends on how much labor tasking is necessary to process the company’s book of business. No two companies have the same amount of labor tasking by business or work delivery function due to their mix of business types (e.g., construction, service, replacements, property management, building warranty companies, and others. However, all commercial HVAC companies should be organized in such a way as to compete competitively.

 

 

 

 #10 How to Implement Proper Customer Care Call Handling Procedures:

  1. Review the importance of good customer care.
  2. Review customer care inbound and outbound call handling script.
  3. Review crucial hiring criteria for the customer care & dispatcher function.
  4. Review organizing an office central filing system.
  5. Review how to implement hiring guidelines for the customer care/dispatch function.
  6. Review customer service 101: proper phone etiquette.
  7. Review how to implement training for the customer care/dispatch function.
  8. Review construction department functions & organizational structure.
  9. Subscription provided or purchase these documents:

 

 

Product

ID

1034

Customer Care Call Handling Inbound and Outbound Script

This script includes a professional standardized way to greet and respond to the customer inquiries. The script includes greeting the customer, identifying if they are interested in a service agreement, annual service agreement renewal reminder, identifying how the customer they pay for today’s work, informing the customer of response time, identifying the lead source, calling the customer to confirm arrival time, managing the price of today’s service, calling to reschedule an appointment, handling upset callers. This document is provided in original MS Word format to be printed on your local printer.

 

 

 

 

 

Product

ID

1035

Customer Care Response for “Price is Too High” Objection

Used by customer care, receptionist, and dispatchers. This document is designed to inform employees and your customers why we price our services, justifying the price for the customer post service. Includes a professional standardized way to respond to a price objection via letter or email. This document is provided in original MS Word format to be printed on your local printer.

 

 

 

 

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