Order of Operations
What does the flame sensor do?
Proves flame and sends DC signal to board.
For permission to do the work
(If I find any issues, anything helpful, or anything that can save you money, would you like me to let you know?)
What is the price of the SPMA/GPMA?
$239.88 (or $20 / month)
What is the first item you should check when your system is failing on high limit trips?
Filter
If a part is under warranty, what form(s) must be filled out at the end of the call?
Warranty form
The gas valve
What is the first thing you should do when entering a client's home?
Put on floor savers
What is the spiff when selling a monthly membership?
$20 for the initial sale. $10 upon renewal
What is the likely issue if the system will ignite, but only stay lit for several seconds?
Bad flame sense / dirty flame sensor
What all is needed when acquiring a PO number?
Job Number, Client Name, Part & Part Cost, Part House, ETA for part arrival / if in stock, and ETA for job.
Which contacts closed on a call for heat?
R (power) and W (heating)
What are the six steps (in order) of the agenda card?
Look, Thorough Evaluation, Options, Approval, Today, and 5-Star Experience.
What services are included in the membership program? (schaal) [greens]
[Greens] 1 heating, 1 cooling, and up to 5 appliances inspected each year.
What two items do you need to check to confirm a gas valve has failed?
Incoming gas and incoming 24vac at gas valve.
What do you request if part cannot be repaired at time of order?
Set part for delivery to shop
Why does the blower need a delayed start?
To allow time for the heat exchanger to warm up
The following are examples of what?
How long have you lived in the home?
What rooms are hardest to keep conditioned?
Who in the home has allergy concerns?
Discovery / Diagnostic Questions
(will also accept Thermostat Questions)
What do you do IF:
Monthly Gold is expiring & tech who sold it is no longer at Schaal, and no other work is being done?
What is likely the issue if your igniter is not energizing, but the inducer motor is?
The pressure switch is not closing or staying closed.
What is required for a system to be covered by the SCHAAL in-house warranty?
System must be installed by Schaal before 2018. And must have been maintained by us or on membership every year since install.
What has to occur before the inducer motor energizes?
System checks if High limit and rollout safety switches are closed
What is the FIRST and, arguably, most important piece of information you need/confirm from your client?
The client's name
What do you do IF:
Monthly Gold is expiring & tech still works at Schaal, and other work is being done?
Sell estimate for work being done, but do NOT add $0.00 Charge for the SPMA monthly. Fill out form and collect credit card info. Save credit card info on the payment screen.
You have a pressure switch code. Drains are clean and the inducer is operating normally. What do you need to check?
Outside Terminations (Exhaust & Intake PVC)
What is covered under the Carrier Buy-Back Program?
Qualifying Carrier systems have two options. They can either replace the Secondary Heat Exchanger for free (primary will still be labor or full price). OR they can take money from Carrier towards a new Carrier furnace.