Service or Estimate?
Membership Matters
Recall vs Warranty
HVAC Experts
Tricky
100

A customer wants pricing to replace their water heater.

What is Water Heater Sales Eval?

100

A Direct Protect 360 member has a leaking faucet.

What is PLUMB CLUB DIAG?

100

An HVAC repair was completed 14 days ago. The same issue has returned.

What is RECALL ALERT-HVAC SERVICE?

100

A non-member has a 5-year-old system that's not cooling.

What is HVAC-DIAG <6?

100

A customer wants to add an electrical outlet where there has never been one before.

What is EL ESTIMATE RESIDENTIAL

200

 To be used when a homeowner is in need of a plumbing repair

What is PLUMB DIAG?

200

A club member needs an electrical repair because several outlets stopped working.

What is EL CLUB DIAG?

200

A plumbing repair was completed 9 months ago for a non-member, and the same leak has returned.

What is WARRANTY CALL (PLUMBING)?

200

A non-member has an 8-year-old system that's not cooling.

What is HVAC-DIAG 7-9?

200

A customer saw your $99 Facebook drain special and wants to schedule.

What is Drain Clearing Special?

300

 A customer wants someone to install a new plumbing fixture

What is PLUMB ESTIMATE?

300

A club member is scheduling their yearly plumbing inspection.

What is PLUMBING INSPECTION ONLY - WHOLE HOME CLUB?

300

A new HVAC system was installed 18 days ago and isn't cooling.

What is RECALL ALERT - HVAC INSTALL?

300

A customer with an 11-year-old system wants an inspection. They are not a member. 

What is SEASONAL INSPECTION >10?

300

I'd like someone to install a Tesla Wall Connector. I haven't purchased it yet because I wanted to get pricing first.

What is EV Charger Estimate

400

What is GENERATOR SALES EVAL? A homeowner wants pricing for a whole-home generator.

What is GENERATOR SALES EVAL?

400

A club member wants their plumbing inspection and annual water heater flush.

What is PLUMBING INSPECTION PLUS WATER HEATER FLUSH CLUB?

400

A generator was installed 3 weeks ago and stopped working.

What is RECALL ALERT-ELECTRICAL?

400

A homeowner wants to replace their mini-split system.

What is SALES EVALUATION?

400

A customer wants a gas line run to an outdoor grill.


What is HVAC MECHANICAL ESTIMATE?

500

A customer says their water heater isn't working, but they're unsure whether to repair or replace it. 

What is PLUMB DIAG?

500

A club member has two HVAC systems (ages 4 and 11) and wants annual maintenance.

What is HVAC Multi-Maintenance 10+

500

A club member had an electrical repair completed 20 months ago and the same issue has returned.

What is WARRANTY CALL (ELECTRICAL)?

500

A customer says one bedroom never cools, but the customer believes the 8-year-old HVAC system itself works fine.

What is HVAC DIAG 7/9

500

My AC is 10 years old. It isn't cooling. If it's expensive to repair, I'd probably replace it.

What is HVAC-DIAG 10+?

M
e
n
u