H V A C
P L U M B I N G
M I S C .
C L U B S
E V E R Y T H I N G
100

Supertune ups count as this many appointments on a technician?

A Supertune counts as two appointments on a technicians schedule. 

You can book 1 singular call and a Supertune on a technician's schedule per day. A x2 SuperTune, means they have 2 AC and 2 FAU systems that need to be maintained. This counts as 4 appointments and is an ALL DAY JOB! 

100
When scheduling a Plumbing Safety Inspection, what determines the Job Type AGE? When scheduling a Drain Clear, what determines the Job Type AGE?

What is the age of the Water Heater for PSI and the age of the home for Drain Clearing services. 

100

What is Moore Home Services Dispatch Number?

What is (707)800-3365.

100

How much is a Furnace only membership if a customer has 3 furnaces?

What is $29.85.

100

When you come across duplicate locations or customer pages, you email this email address.

What is backlog@bellbroshvac.com 
200

What months of the year are AC Maintenances performed? What months of the year are FAU Maintenances performed?

What is Air Conditioning maintenances are performed from April - October. Furnaces are performed from October - April.

200

A Club Customer wants a new water heater and asks if they can use their Club Bank, can they?

What is NOOOOOOOOOOOOOOOOOOOOOOOOOOO :)

The Club Bank can only be used towards HVAC System Replacement (Partial/Full) & towards Windows 100% for whole home window 14 units or more, 50% towards whole home under 14 units.

200

How much is Moore Home Services HVAC Maintenance appointment?

What is $88.00

200

Save my CLUB... 

If you said DISCOUNTS... YOU GET NO POINTS!

If you built the value..... YOU GET THE POINTS!

200
When do you select  "Unsure of Ad Source" for your Marketing Campaign?

What is when you have asked a customer probing questions for their source of our contact information and they are 100% unable to provide that to you.

300

Customer wants to schedule a maintenance and get get their disposable filters replaced. Can they?

What is the customer needs to provide the disposable filters, as we provide washable EMAZE filters.

* We do not provide disposable filters. Our customers need to have the disposable filters ready for our technician if they would like their current filters to be replaced.*

300
What are the three things that VOID a Drain Clear's 90-Day Warranty?

What is..

-Specified in the tech's notes "No Warranty"

-A Rental Property

-Roots in the line 

300

These are the steps to find the home improvement contract. 

What is...

1.Navigate to the NC-Estimate/Sales Ticket

2. Click on files indicated by the paper clip icon under the Job History.

3. Look for home improvement contract. If you see two versions (Old) or (New) select NEW. It should have a green "completed" tag by the document. 

4. View or print document.


300

What do you do when a customer declines for 2 or more months and wants to clear their balance?

What is apply bulk payment.

300

Where do you leave the following notes on Customer Accounts? 

1. POA Update 

2.Arrival Directions that are not on Google Maps

3. Customer paid a due balance for a job performed.

What is...

1. Customer Page

2. Location Page 

3. Job Associated

400

How many points are in a Super Tune Up?

What is 26 + 18 = 44

400

A customer asks do Plumbers carry Water Heaters on their truck? If they do, what size?

What is yes, 50 Gallon Standard Gas 
400

The "E" in E.T.H.I.C.S stands for Exceptional Service. How do I showcase this in my daily duties?

What is "I am in the business of building relationships, I do a little extra in everything I do. I am on time."

400

How much is the processing fee for Pre-Paid Club Memberships?

What is $39.90

400

What is the process to cancel a Sales Appointment?

What is...

-Add the 'Sales Pending' tag 

-Unassign the Technician 

-Place the job on 'HOLD'

-Notate cancellation reason in the Job history

- Email SLC Public

500

Heat Pump that is blowing out cold air when it first starts up and leaking water in the morning. How do we help them?

What is the Defrost Cycle.

This is NORMAL for a Heat Pump, you do not need to schedule an appointment for warranty or repair. We just need to educate the customer!

500

How much is a Double Drum Drain Service for Club and Non-Club customers? 

What is CLUB $262.00 NON CLUB $307.00.

500

What are Moore Home Services Service Technicians called on the Dispatch Board?

What is "OLD TECHS"

500

Can you sell your customer a Club Membership? Do it. 

What is YES! If you did not use discounts. 


What is NO! If you did use discounts.

500

What was our Jobs Booked Goal for February?

What is 5,300

M
e
n
u