Join HVAC Success · Service Pro Residential Training
Give your managers, dispatchers, customer care staff, sales professionals, technicians, and installers practical, job-specific training built around consistent work delivery and profitable operations.
Better service businesses are built on clear responsibilities, documented procedures, confident customer conversations, and dependable execution from the first call to the completed job.
Improve planning, performance management, and accountability across the company.
Strengthen customer care, consultative selling, estimating, and proposal delivery.
Improve scheduling, installation coordination, documentation, and quality.
Select the roles your employees need most. Each individual program includes 12 months of access and weekly live support.
View Training Tracks →All 14 training programs are included, along with residential business operating resources, 24/7 access, and weekly live support.
Explore the Accelerator →Choose Click to View to explore a course or Click to Enroll to open its individual enrollment form.
This role is accountable for leading business growth and profitability through effective planning, policy development, and performance management. The position ensures corporate objectives are translated into actionable strategies and executed consistently by managers and staff to achieve sustainable operational and financial results.
This role is responsible for developing and executing lead-generation and customer retention strategies across all lines of business. The position focuses on aligning marketing efforts with sales and direct customer contact channels to drive sustainable growth and long-term customer relationships.
This role is responsible for managing all residential sales activities and customer relationships. The position focuses on executing the company’s sales and marketing strategy through direct customer engagement, coordinated sales support, and effective collaboration with trade partners to drive growth and customer satisfaction.
This course prepares participants to lead service operations by implementing service department plans, policies, and procedures that ensure profitable growth, consistent delivery, and fulfillment of maintenance, repair, and replacement obligations. Participants learn to manage teams and processes to achieve strong customer satisfaction and financial performance.
This position focuses on executing the company’s standardized sales call handling process through direct customer engagement and coordinated sales support. In addition, this role is accountable for accurately assessing customer needs, developing system replacement solutions, preparing estimates, establishing pricing, and presenting professional proposals that align with company standards, customer expectations, and regulatory requirements.
This position is responsible for maintaining the service technicians’ daily schedules, dispatching the technicians, and providing clear, concise communication with department managers, employees, and company customers, including keeping customers apprised of the company schedule and requested arrival lead times. As service calls are completed, scheduling return trips with customers once parts are in, and keeping the customer database up to date with current information.
This position is responsible for delivering and supporting field labor tasking procedures to execute planned service inspections, repair services, and equipment installations, and for providing emergency service response coverage per Company and customer safety policies and procedures, as well as established work tasking procedures. In addition, this position is responsible for supporting assigned technicians in delivering field labor tasking procedures. This position is responsible for estimating, pricing, quoting, selling, and booking sold job equipment installations.
This position is responsible for delivering field labor tasking procedures to execute planned service inspections, repair services, and equipment installations, providing emergency service response coverage per Company safety policies and procedures, and establishing repair and maintenance work tasking procedures.
This position is responsible for the transition for residential installations from the sales phase through the installation phase with the client, including verifying the installation scope of work, verification of equipment & material lists, permits processing, rebate processing, procuring equipment & materials, coordinating with subcontractors, scheduling installation labor, closing out the project including inspections.
This course prepares you to lead residential heating and air conditioning installations with precision and professionalism. You will master the company’s standardized installation procedures while learning to manage the entire project lifecycle—from on-site technical work to customer relationship management. Key focus areas include ensuring high-quality workmanship, coordinating internal resources, and maintaining accurate administrative records to ensure 100% customer satisfaction.
This role supports field crews and service operations by managing the timely delivery of materials and equipment. You will oversee daily warehouse operations, monitor staff productivity, and maintain high standards of office etiquette when communicating with management, vendors, and customers. Because company priorities can shift rapidly, the ability to multitask and delegate effectively is essential.
This role is central to our daily operations, overseeing all financial and human resource functions including accounts payable, payroll, and banking. You will be responsible for reporting weekly and monthly financial performance to ensure the company’s continued growth. Beyond the numbers, you will maintain a professional office environment, facilitating clear and effective communication between our field managers (Service, Installation, and Construction), project leads, vendors, and customers.
As the first point of contact for our company, you will serve as the "face" and "voice" of the brand, responsible for creating a welcoming environment and delivering a high-caliber customer service experience that sets the tone for our clients' entire journey.
As the HR Manager , you will lead the organization’s administrative operations and talent strategy. You will be responsible for building a high-performing team through effective recruitment and hiring practices. Additionally, you will serve as a key advisor to top executives , ensuring that human resources initiatives align with the company’s long-term strategic goals.
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Join HVAC Success, PO Box 1860, Grantham, NH 03753 (802) 281-3259