ICP
What does ICP stand for?
Ideal Customer Profile
what does ACP stand for?
Approved Customer Profile
What is a Comfort Agreement?
A service that gives the tech a way to provide a Good, better , best option.
Who is the company we most recently partnered up with ?
Service Channel
What is project
tracking
Keeping track of a
large job through the
stages from start to
finish and knowing
where your budget vs
actual lies.
Name 3 Managed tech titles
Service Tech, Lead Installer, Comfort Advisor, Salesman, Crew Lead, Foreman.
Is 1-2 Projects approved for ACP
yes
Name 2 manufactures with residential we partner with?
Trane, Carrier, American Standard, Lennox, Bryant, Amarr, Air Advice, Rheem, Kinetico, Resideo, Dynamic AQs, Goodman, Cloplay, Bosch.
What is the most common use of a third party portal?
A link or website used
by property
management
companies to submit
work orders and see
invoices for their
properties that need
service work done
What is consolidation?
When a company is
running separate
programs for service
and construction and
combines it into one
program
What is the tech range for SMB.
3- 20 techs
What is the approved DM for ACP ?
Owner, Co. Owner
What is the term used
if a technician can
make commission on
an upsell?
Spiff
Name a popular topics negotiated in a HVACR Maintenance contract?
Response time
What is Rough-In?
Rough-in is the stage
of a construction
project when the
various mechanical,
electrical, and
plumbing lines are
brought in. Once the
framing is up, the
rough-in stage of
construction begins.
name 4 approved non accounting construction software?
qb, sage intact, esc, wintac, success ware, aptora, acolin , tms, Sawin, servman, shafers, no software.
What % range is approved for Third party source leads?
31-100%
What is
customer/property
history?
All the information
that was completed at
that address and on
the unit
What is the newest
product offering on
our ProProducts
team?
Pro Fleet
What is progress
billing?
A bill based on the
percentage of
completion for a
certain phase in a
project.
What property management % automatically routes an oppty to commercial AE team?
26-100%
What warranty % qualifies for ACP?
51-100%
What is an unsold
estimate?
A quote given to a
customer who chose
not to have the work
completed the day of
the service call
What is job costing
and why is it
important?
Job costing is keeping
track of a project and
knowing that you are
over/under or on
target budgeting to
make sure it is
optimized for
margins
What is AIA billing?
Aia billing is a method
of construction billing
that accelerates
payment to
contractors and
suppliers. It is based
on the value of work
completed, rather
than on the time
elapsed since the
start of the project