HVAC PK
HVAC Scheduling
Tags & Campaigns
DialPad
Tasks / Concerns
100

Where is the Air Handler typically located on a Split HVAC System.

Where is the Attic or Closet / Utility Room

100

A customer calls in with an HVAC Unit not Cooling. The system was not installed by Parker & Sons. What BU and JT would you use to book this request?

What is:

BU HVAC Service

JT HVAC No Cool

100

What tag is mandatory for a recall service request?

What is Callback

100

What is the DialPad Status used to receive an inbound call. 

What is Available

100

What is the Call Taker limit for issuing a refund to the customer?

What is $250

200

Which type of techs are not commission?

What is a Warranty Tech & Install Tech

200

What BU and JT do we use if we installed a HVAC System within the last year and now its not cooling?

What is 

BU: HVAC Warranty

JT: Parker FYI No Cool

200

When making an outbound call to schedule a Pre-Paid HVAC Maintenance under the Parker Family Plan. What marketing campaign would you use?

What is Parker_Family_Plan 

200

What Status would you go into when you leave for the day.

What is Off Duty Status

200

When refunding a customer's job, who does the refund form get sent to?

Who are:

1. Theresa Flores

2. Jc Rodriguez

3. Jose Coronado

4. Ryan Hagen

300

If someone is calling in and only wants a quote for a new unit. Who do we transfer that call to.

Who is the HVAC Lead Coordination Team

300

A customer calls in, stating we were just at their home yesterday for the PTS; now the unit is not cooling. What BU and JT would you use to book this request?

What is

BU HVAC Warranty

JT HVAC Service Warranty

300

If you make an outbound call to schedule a maintenance and you also upsell an Insulation Inspection. What Campaign would you use when scheduling the insulation inspection for the customer?

What is Outbound Opportunity

300

What DialPad status would you use to go to the restroom. 

What is Away Status

300

What is the follow up time for a Urgent Priority Task?

Within 4 Hours

400

Which type of tech can quote a New Unit and quote a repair?

Who is the Selling Tech

400

A Customer Calls in, You see they have an active Service Provider Warranty and Manufacture Warranty they are experiencing a no cool. Which JT and BU would you use?

What is 

BU HVAC Warranty

JT In-House Warranty

400

What Tag is mandatory when scheduling a commercial job. 

What is a Commercial Tag

400

What is the maximum time can you be in Aways Status per day.

What is 15 Mins

400

Who is the Customer Relations Manager?

Who is Lynne Bruhnke

500

How much is a Non-Member PTS?

What is $89

500

A Customer Calls in, You see they have an active Manufacture Warranty and an inactive Service Provider Warranty. They are experiencing a no cool. Which JT and BU would you use?

What is 

BU HVAC Service

JT HVAC No Cool

500

What tag is mandatory when scheduling a job that has a Google Campaign. 

What is a Google Lead Tag

500

How long can you be in break status per day.

What is 30 Mins. 15 Min Break in the AM & 15 Min Break in the PM.

500

Provide 3 examples of when you would need to create a task.

What is:

1. Damages to the customer property cause by Parker & Sons

2. Pricing (If unable to resolve with discount or extension of PFP)

3. Cust wants an itemized invoice to send to their insurance company.

M
e
n
u