Tags
CX has accepted an 11am-2pm arrival window but has specified that they will not be home until 12pm. This is appropriately notes in the Job Summary, what TAG must be added to the Job?
STRICT ARRIVAL WINDOW
What day does Thermo Direct want SALES EVALUATION and WATER HEATER SALES EVAL appointments booked for?
SAME-DAY
List FOUR VIP Service Access provided with the Membership.
1. Priority scheduling
2. Same-day or 24-hour emergency service
3. Free diagnostic during business hours
4. Free after-hours diagnostic with approved repair
5. Discounted after-hours diagnostic with no repair
6. Priority replacement scheduling
7. Dedicated membership support line (coming soon)
8. Free diagnostics for friends & family
What THREE Job Summary questions should asked when booking a HVAC Maintenance Job Types?
1. Are there any concerns with the system(s)?
2. Are there any pets in the home?
3. Who will be meeting the technician when he arrives?
CX is stating they got an email for Spring Tune Up. Nothing is wrong with the system currently. What Job Type would be used for this service request?
Seasonal Inspection
CX does not have hot water and is asking for an estimate to replace their Water Heater. What tag can be added to the Job to ensure that Dispatch understands the urgency?
NO HOT WATER
CX is asking for a next day appointment. ServiceTitan Capacity does NOT show availability for tomorrow. What arrival window must then be provided to the CX?
OPEN CALL (8am-5pm)
List what electrical benefits come with the 360 Membership.
1. Discounted electrical estimate service fee
2. Discounted full electrical safety inspection
3. Free service fee with completed electrical repairs or replacements.
List SEVEN Job Summary questions that should be asked when booking an HVAC Diagnostic Job Type.
1. Are you the homeowner and do you reside at this residence?
2. Do you have a Home Warranty?
3. How old is the system?
4. How many systems are on the property?
5. How long has the issue been present?
6. When was the last time it had any issues or was repaired?
7. When was the last time it was maintenanced?
8. Where on the property is the system located? (attic, crawlspace, basement)
9. What is the current temperature in the home?
10. Are there any pets in the home?
11. Is the discomfort in the home causing any medical issues?
12. Who will be meeting the technician when he arrives?
CX is stating they need to "top off" their freon in their heating and cooling system. What Job Type would be booked for this service request?
HVAC Diagnostic
POST MAIL ONLY
CX is calling back for an update on their refund. The Task for the refund was submitted over 14 business days ago. Where do you transfer the CX for this update?
Dispatch
List FOUR exclusive savings provided to Members.
1. 15% off all repairs
2. 5-Year Repair Labor Warranty
3. $100 Annual Replacement Credit
4. 5% off full HVAC replacement
5. 5% off water heater replacement
6. Preferred pricing on IAQ, thermostats & upgrades
7. Early access to promotions & member-only specials
List FOUR Job Summary questions that should be asked when scheduling a HVAC Commercial Diagnostic Job Type?
1. How old is the system?
2. How many tons is the system?
3. How long has the issue been present?
4. When was the last time it had any issues or was repaired?
5. When was the last time it was maintenanced?
6. Where on the property is it located?
7. Who will be meeting the technician when he arrives?
CX is stating the Water Heater we installed 8 months ago is not producing hot water. What Job Type would be used for this service request?
Warranty Call
CX has indicated that there is a person with special needs that lives on the property and the CSR placed a note on the Location page. What Tag can be added to the Location Page to accompany this note?
DISABLED-SEE NOTE
Monday-Friday 5pm-7pm & Saturday 8am-5pm
Is Thermo Direct's Membership transferable?
YES
List FIVE Job Summary questions that should asked when booking a HVAC REALTOR INSPECTION Job Type.
1. Who is the Realtor representing(Buyer or Seller)?
2. What is the name of the Realty Company?
3. How old is the system(s)?
4. Many systems are on the property?
5. Will we be inspecting all system(s) on the property?
6. Are you aware of any current issues with the system(s)
7. Are there any pets in the home?
8. Who will be meeting the technician when he arrives?
CX is stating that they need to replacement their kitchen faucet because it is leaking. What Job Type would be used?
Plumbing Diagnostic
CSR has created a new account and booked an HVAC Diagnostic for the CX's downstairs system. What Tag must now be added to the Location Page?
Multi-Systems
CX has stated our prices are too high and they plan on going forward with an estimate from a competitor. Who must be notified immediately!
Dispatch
List the FOUR Home Performance Evaluations provided with the Membership?
1. Crawl Space Evaluation
2. Attic Insulation Evaluation (winter)
3. Indoor Air Quality Assessment (summer, includes IAQ report)
4. Standard Water Quality Test
List SIX Job Summary questions that should be asked when booking a DUCTWORK EVALUATION Job Type.
1. Are you the homeowner and do you reside at this residence?
2. What is the age of the home?
3. How many HVAC systems are on the property?
4. How many stories is the home?
5. Where is the ductwork located? (Attic or Crawlspace)?
6. What type of ductwork is in the home? (Metal or Flex)?
7. What has caused you to want to evaluate the ductwork?
8. When is your goal to have this project completed?
9. Are there any pets in the home?:
10. Who will be meeting the technician when he arrives?
HVAC MECHANICAL ESTIMATE is used for what FOUR services requests?
1. RANGE HOODS replacement & installation
2. GAS LINE INSTALLATION
3. VENTS/REGISTER RELOCATION
4. DRYER VENT REPLACEMENT