Customer Service
Scheduling
HVAC Basics
Company Policies
ServiceTitan
100

What is the Strada Services Greeting?

Thank you for calling Strada Services this is ______. How may I help you today?

100

This type of call usually receives the highest scheduling priority.

What is a no cool/heat and a leaking unit 

100

This device controls the heating and cooling system

What is a thermostat?

100

How long is the grace period. 

What is 7 minutes 

100

This is created every time a customer calls for service.

What is a job.

200

What is the next step in the call script after you say the greeting?

What is Confirm + Reassure

200

This should always be verified before dispatching a technician.

What is the customer's address and contact information?

200

Customers should replace this item regularly to improve airflow.

What is an air filter?

200

What is the minimum requirement for QA.  

What is 85%. 

200

This program encourages routine HVAC maintenance.

What is a preventative maintenance. 

300

What information is essential before scheduling service. 

What are the customer's name, address, phone number, and issue?

300

Customers should be informed of this before the technician arrives.

What is diagnostic/dispatch fee 

300

Regular maintenance helps prevent these.

What are unexpected breakdowns and costly repairs?

300

How many attendance infractions will result in a written warning?

What is 3-4 infraction within a 60 day time frame.
300

Refunds should always follow this.

What is company policy and approval

400

This helps avoid misunderstandings after scheduling an appointment.

What is confirming the appointment date, time window, and contact information?

400

If a customer needs to reschedule, you should do this.

What is offer the next available appointment and update the schedule?

400

Name one common type of cooling system.

What is central air conditioners, heat pumps, or ductless mini spilt systems. 

400

How many weeks in advance should you request PTO.

What is 2 weeks. 

400

You would navigate here to review a customer's previous service calls, invoices, and equipment.

What is the customer profile 

500

When you don't know the answer to a customer's question, you should do this.

What is tell the customer you'll find the correct information rather than guessing?

500

This information helps technicians arrive prepared.

What is a detailed description of the HVAC issue?

500

What does HVAC stand for?

Heating, Ventilation and AC

500
How do our weeks run? 

What is Saturday to Sunday.

500

True or False you would book a retail warranty job in ServiceTitan. 

What is true.