Where is the Air Handler typically located on a Split HVAC System.
Where is the Attic or Closet / Utility Room
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
What tag is mandatory for a recall service request?
What is Callback
What is the DialPad Status used to receive an inbound call.
What is Available
What is the Call Taker limit for issuing a refund to the customer?
What is $250
Which type of techs are not commission?
What is a Warranty Tech & Install Tech
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
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
What Status would you go into when you leave for the day.
What is Off Duty Status
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
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
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
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
What DialPad status would you use to go to the restroom.
What is Away Status
What is the follow up time for a Urgent Priority Task?
Within 4 Hours
Which type of tech can quote a New Unit and quote a repair?
Who is the Selling Tech
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
What Tag is mandatory when scheduling a commercial job.
What is a Commercial Tag
What is the maximum time can you be in Aways Status per day.
What is 15 Mins
Who is the Customer Relations Manager?
Who is Lynne Bruhnke
How much is a Non-Member PTS?
What is $89
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?
BU HVAC Service
JT HVAC No Cool
What tag is mandatory when scheduling a job that has a Google Campaign.
What is a Google Lead Tag
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.
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.