Invoices, Labels, & Job Titles
If we take a payment, how many invoices should the job have before the first appointment?
What is 2
1. payment & send
2. Notations
Codes are..
County and State requirements in order for our company to not be held liable and able to work on your unit.
30-60 days
Maintenances- What do we need to check with customer for
how many units-is the system operable-and verify type of system
any coverages they have that are special to be added to notes
Price of 410A Refrigerant COD AND American Home Shield
What is $90.00 per pound
Label that should be on ALL AHS, BMG, VIP, etc jobs as soon as they come into dispatch
Bill
Refrigerant Locking Caps
Help prevent from theft
Blower Motor is located?
Furnace
Service Calls - what do we check with customer for
What is the main concern- is anything frozen- how many units- has the filter been changed- breakers checked?
Double check it is not a problem we are not able to work on ie. ducting
Verify that it is not a communicating system
Price of R22 Refrigerant COD AND American Home Shield
What is $190.00 per pound
Included in the job title?
What we are doing THAT visit - everything in the estimate
Source (COD, AHS WO #, etc)
Filter Dryer Purity
Filters for the refrigerant that travels through the AC system- trapping debris and any contaminants.
The difference between a 90% and a 80% furnace?
What is plastic (90) vs metal (80) flue
If someone calls for a warranty call- what do we need before scheduling and what do we need to make sure the customer is aware of
Credit Card Information
If it is something that is not covered under warranty- there will be a service call fee of $196 charged to the card on file
What type of system does the evaporator coil go to?
AC & Furnace
P-Trap
A condensation drain line modification to allow water to be cleared and prevent blockages without needing to cut the drain line
Explain GreenSky Financing & the steps afterwards until we receive payment
We work with Greensky financing for any amount over $1,500. 2 plan options- most will go for the 12 months no interest, no payments
The customer needs to call and provide all information to apply for loan.
If they get approved, we need shopping pass number and then they have one more email to release funds- NOTHING IS BOUGHT OR SCHEDULED UNTIL WE HAVE FUNDS
What is SEER
Seasonal Energy Efficiency Ratio/Rating
UV Wrap
Protects lines outside from freezing and harsh weather conditions
Once the part is paid for and ordered, what are the following steps?
1. attach order acknowledgement
2. notify customer part was ordered, with eta if possible, and let them know we will give them a call to schedule once it has arrived here
3. once part has arrived- locate where it will be and add it to job title, then call and schedule!
4. Final invoice should be attached to job with invoice # in notes
The proper way to put a customer on hold before looking at dates to schedule
VERY IMPORTANT
Is it okay if I place you on a brief hold while I look at the schedule to get some dates and times that WORK BEST FOR YOU
Never about what we have available or what works- try to make it always convenient for the customer
(Aaron will check for this)
Our Warranty Process
Installs-Parts-Service Calls
Installs - 5 year part and 2 year labor unless registered for 10 years or upgrade to 10 year labor plan
Parts- most of the time they are 30 days labor and part
Service Calls - 30 day recall if we did any work
For DIFFERENT BRANDS - check with distributor on warranty