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HVACPro Residential Selling Technician Job Training

Job Description

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 service and replacement sales activities between Company and its residential clients. This position aims to implement the Company’s service and sales call-handling processes. In addition, this position is responsible for all residential replacement installation estimating, pricing, and proposal development functions between the Company and its clients.

HVACPro Online Classes

#0 How to Master a Thriving Residential HVAC Service Business

    1. Review how to use this program to implement a strategic Business Plan.
    2. Review how you only need employees to process your book of business.
    3. Review how the company operates and what work delivery processes are for employees to follow.
    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 than your competitors
    6. Provided in residential and commercial subscription or purchase these documents:
    7. N/A

#4P1 Repair Trust Selling Call Handling Approach:

  1. Review the 4 steps of the consultative trust selling approach.
  2. Review why you need to standardize the service call handling process.
  3. Review why business growth & sustainability depends on selling service agreements.
  4. Review proactive repair trust-selling standards.
  5. Provided in residential and commercial subscription or purchase these 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.

 #4P2 Service Agreement Trust Selling Approach:

  1. Understanding the Service Agreement Business.
  2. Review of the many customer benefits of a service agreement.
  3. Review the many company operating and business value benefits of service agreements.
  4. Review customer service agreement expectations.
  5. Review proactive service agreement trust-selling standards.
  6. Provided in residential and commercial subscription or purchase these documents:

 

Product ID

1008

Proactive Service Agreement Sales Call Handling Tasking Procedures

Service managers, selling technicians and technicians use this standard procedure document to perform the step-by-step procedures of a professional service agreement call handling from a lead to sold agreement. This document is provided in original Microsoft Word, Excel, and Acrobat PDF format to be printed on your local printer.

#5P1 Why We Need Written Operating & Work Delivery Standard Procedures:

  1. Review how to get input and buy-in from all work delivery stakeholders.
  2. Review the business functions that must occur to be in business.
  3. Review why we need written work delivery standards.
  4. Review from a lead to job close out best practice service repair work delivery standards.
  5. Provided in residential and commercial subscription or purchase these documents:

Product ID

1015

Service Repair Work Delivery Standard Procedures

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

Product ID

 

 

1018

Equipment Start-up &  Maintenance Tasking Procedures

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 used by service managers, installation managers, technicians, installers, and operations managers. These documents are provided in original Microsoft Word format to be printed on your local printer.

 

#5P2 Service Repair Work Written Delivery Standard Procedures:

    1. Review from a lead to job close out, best practice written service agreement works delivery standards.
    2. Provided in residential and commercial subscription or purchase these documents:

Product ID

1016

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 Microsoft Word format to be printed on your local printer.

 #5P4 Replacement Written Work Delivery Standard Procedures:

    1. Review how to establish a written quality assurance standard Procedures.
    2. Review the need to establish proper transaction credit and payment terms.
    3. Review how to establish accounts receivable aging.
    4. Review how to establish accounts receivable aging schedule.
    5. Review best practice accounts receivable rules.
    6. 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.

  #5P6 Inventory and Tool Control Written Standard Procedures:

    1. Review how controlling costs is the key to being a profitable HVAC company.
    2. Review the benefits of written inventory & tool control standard procedures.
    3. Review inventory types.
    4. Review step-by-step inventory & tool control standard operating procedures.
    5. Provided in residential and commercial subscription or purchase these documents:
      1. N/A

#6 Protect the Business with Proper Terms & Conditions:

    1. Review how your invoice or proposal agreement is a business contract.
    2. Review service repair payment & liability protection terms & conditions.
    3. Review service agreement payment & liability protection terms & conditions.
    4. Review system replacement payment & liability protection terms & conditions.
    5. Provided in residential and commercial subscription or purchase these documents:

Product ID

 

 

1022

Repair, Service Agreement, and Project/Design-Build Terms and Conditions Set

·         A strong set of terms and conditions is critical. It circumvents any confusion about what you are selling and the transaction terms by which you make the offer. Your payment and liability terms and conditions agreement are both a social and a legal contract. Your terms and conditions establish how you do business in a socially acceptable manner. Still, it is also a legally binding contract between you and your clients.

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

    1. Review the importance of good customer care.
    2. Review the customer care inbound and outbound call handling script.
    3. Review the crucial hiring criteria for the customer care & dispatcher function.
    4. Review organizing the office central filing system.
    5. Review the hiring guidelines for the customer care and dispatch functions.
    6. Review the customer service 101 of proper phone etiquette.
    7. Review how to implement onboarding and training for the customer care and dispatch function.
    8. Provided in residential and commercial subscription or purchase these documents:
      1. N/A