Routing/Areas
Product Knowledge
Successware Knowledge
Technician Skills
Appointment Notes
100

Priority 1 Maintenance Technicians

Who is Brian, Victor, David S, and Jake

100

Pool pump that can change speeds

What is a variable speed pump

100

CTRL+Shift+2

What is a timestamp

100

Solar Pool only technicians

Who is Anthony M, Brad, Mitch, Christian, and Nathan

100

Appointment note requirements

What is date, time, quoted cost, type of appointment, age of system, concerns about the system, if HVAC filter size is needed, if SPH 1 story or 2 story. 

200

Routing is....

What is secondary

200

Solar pool panels on one side of the home using gravity

What is Self-Draining System

200

An appointment with a black number 1 on it

What is an appointment 12 years or older

200

Solar Water Heating Technicians

Who is Andy

200

Mistakes in the following notes

12/3/2024 @ 7-9 PPD Heater Maintenance. System has been very loud recently and the client is concerned. 

What is time frame (should be 8-10), age of system, and filter. 

300

Projecting distance from one point to the other

What is Google Maps

300

Component that moves air inside the home

What is a blower motor?

300

Invoice Shortcut

What is F10

300

Steep Roof Specialist

Who is Daryl H

300

Type of appointments that the technicians see the night before

What is escalations and jobs

400

Routing checklist

What is Check for PDB on the account, Check location directions and location notes for any important info that should be in the job notes, Attention contains all parts and escalation details, Job notes are accurate, P1 is marked and on a P1 tech, Visit is attached if prepaid and next seasons visit is scheduled, Ensure techs route is efficient as possible, first call should be farthest out and bring them closest to home.

400

HVAC Stands For

What is Heating, Ventilation, and Air Conditioning
400

F12

What is the call taking screen

400

HVAC Only Technicians

Who is Carlos, Brent, Stephen, Big Tony, and Brian

400

Location of important technician notes for the appointment (i.e. Ladder, filters, and parts needed)

What is the attention notes

500

We do HVAC service in Hughson, CA. True or False?

What is False

500

Device that adds ions to the airstream

What is an iWave

500

F12>F8>F2 gets you to this screen

What is the location information screen

500

Process Trainer

Who is David T

500

If a client has a past due balance and they are unreachable, the appointment status is..

What is canceled 
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