Job Types and Call Reasons

HVAC Job Types and Call Reasons

Call Reasons for HVAC

No Cool/No Heat: Heating or Cooling system is completely non-functional
Low Cool/Low Heat: Heating or cooling system is partially functional but not meeting needs
Maintenance/Tuneup: Routine Maintenance to ensue safety and efficiency of system
Recall/Warranty: Product or service defect requiring warranty service
Estimate: Customer requires a cost estimate for a future service or installation
Installation: Used by dispatch or install coordinators ONLY

Is the job being booked for a tech to go onsite, diagnose an issue, and provide estimates for work to be done? If YES, use a job type from the BLUE box below:

Service & Consultations

HC - Service 1-4 Yrs

HC - Service 5-9 Yrs

HC - Service 10+ Yrs

HC - Duct/Dryer Vent Cleaning (Use for Duct Cleaning Consultations - Only Coastal, Cape Fear, Renfrow, Waccamaw)

HC- Sales Accessory ( use for Attic Insulation)

HC - Sales HVAC System (Use for System or Whole House Duct Replacement Consultations)

*S HVAC 1-4 Yrs

*S HVAC 5-9 Yrs

*S HVAC Opp 10+

HVAC Replacement Opp

System Generate Tags

Is the job being booked RELATED to a previous job with revenue? If YES, use a job type from the PINK box below:

HC - Potentially Recall/Warranty Any potential PROBLEM related to work done

Recalls/Warranties should be booked from the original job

Happy Visit Any Follow Up Estimates/Manager Visits/Phone Calls

Commission Appointments - Booked within first 9 months of install

Is the job being booked for a Member Maintenance or a non-member one time tune-up?

If YES, use a job type from the Green box below:

HVAC Maintenance

System Generated Tags

HC - Maintenance 1-4 Yrs

HC - Maintenance 5-9 Yrs

HC - Maintenance 10+ Yrs

*M HVAC 1-4 Yrs

*M HVAC 5-9 Yrs

*M HVAC Opp 10+

If there are multiple systems where maintenance is being performed - use OLDEST systems age to book call.

If system age is UNKNOWN - use the 5-9 job type

PLUMBING Job Types and Call Reasons

Call Reasons for Plumbing and Drains

Service Repair: Repair of a plumbing issue in the home
Customer Supplied: Installation or repair using customer - supplied materials.
Clog/Back Up (Sewer): Customer has more than 1 toilet in the home backing up (MAIN LINE)
Clog/Back Up (Sink, Toilet, Shower, Other): Customer has only 1 drain or sink backing up
Leak (Active in finished space): Slab leak, leak behind walls or any other active water leak causing damage in finished living spaces
Leak (Continued/unfinished space): Water leak contained in areas with minimal risk of damage.
Leak (Yard): Leak in the yard not coming from the main water line.
Maintenance/Tune Up/Safety: Inspection Routine plumbing maintenance or safety evaluation.
Recall/Warranty: Product or Service defect requiring warranty service.
Estimate: Customer requires a cost estimate for plumbing service or repair.
Water Service: Installation or repair of water service lines.
Return Visit: This call reason is only to be used by dispatch or install coordinators.
Installation: This call reason is only to be used by dispatch or install coordinators.

Is the job being booked for a tech to go onsite, diagnose an issue, and provide estimates for work to be done? If YES, use a job type from the BLUE box below:

Drain and Sewer Work

D - Fixture Clog

D - Mainline Clog

D - Sewer Smell

D - Mainline Camera (Sewer Consults)

Gas Smell/Leak

Plumbing/Small Fixtures

PL - Disposal

PL - Faucet or Tub/Shower Fixture

PL - Frozen/Pipe Burst (Leaks)

PL - Hose Bibb

PL - Toilet

PL - Pressure Issue

System Generated Tags

*S Sewer/Lining Opp

Plumbing Equipment

PL - Water Heater 1-7 Yrs

PL - Water Heater 8+ Yrs

PL - Water Treatment Opportunity

PL - Repipe Opportunity

PL - Sales PL Equipment

If NOTHING above fits - use PL - Water Heater 1-7 Yrs

*S Tankless Opp 8+

*S Water Treatment Opp

*S Repipe Opp

Is the job being booked RELATED to a previous job with revenue? If YES, use a job type from the PINK box below:

PL - Potentially Recall/Warranty Any potential PROBLEM related to work done

Happy Visit Any Follow Up Estimates/Manager Visits/Phone Calls

Recalls/Warranties should be booked from the original job

Is the job being booked for a Maintenance? If YES, use a job type from the Green box below:

Plumbing Maintenance

PL - Maintenance Safety Inspection - MSI

System Generated Tags

Electrical Job Types and Call Reasons

Call Reasons for Electrical

Service/Diagnostic: Troubleshooting and diagnosing electrical issues.
Maintenance/Tune Up/Safety Inspection: Routine maintenance to ensure electrical safety system efficiency
Recall/Warranty: Product or Service defect requiring warranty service.
Estimate: Customer requires a cost estimate for an electrical project
Water Service: Installation or repair of water service lines.
Return Visit: This call reason is only to be used by dispatch or install coordinators.
Installation: This call reason is only to be used by dispatch or install coordinators.

Is the job being booked for a tech to go onsite, diagnose an issue, and provide estimates for work to be done? If YES, use a job type from the BLUE box below:

Electrical Work

System Generated Tags

EL - Breaker Panel 1-7 Yrs Lighting

EL - Breaker Panel 8-29 Yrs Rejuv

EL - Breaker Panel 30+ Yrs

EL - Sales EL Equipment (Large projects and Consults)

If NOTHING above fits - use EL - Breaker Panel job that corresponds to house age

*S LED Upgrade Opp

*S Rejuvenation Opp 8-29 Yrs.

*S Panel Opp 30+

Panel Opp 30+

Is the job being booked RELATED to a previous job with revenue? If YES, use a job type from the PINK box below:

EL - Potentially Recall/Warranty Any potential PROBLEM related to work done - Electrical

Happy Visit Any Follow Up Estimates/Manager Visits/Phone Calls

Recalls/Warranties should be booked from the original job

Is the job being booked for a Maintenance? If YES, use a job type from the Green box below:

Electrical Maintenance

EL - Maintenance Safety Inspection - MSI

System Generated Tags

Call Reasons for Generators

Service: Routine generator service to ensure functionality.
Maintenance/Tune Up/Safety Inspection: Routine maintenance to ensure electrical safety system efficiency
Recall/Warranty: Product or Service defect requiring warranty service.
Estimate: Customer requires a cost estimate for an electrical project
Water Service: Installation or repair of water service lines.
Return Visit: This call reason is only to be used by dispatch or install coordinators.
Installation: This call reason is only to be used by dispatch or install coordinators.

Is the job being booked for a tech to go onsite, diagnose an issue, and provide estimates for work to be done? If YES, use a job type from the BLUE box below:

Generator Work

GEN - Generator Service 1-9 Yrs

GEN - Generator Service 10+ Yrs

GEN - Sales Generator

System Generated Tags

*S Generator 1-9

*S Generator 10+

Generator Install Opp

Is the job being booked RELATED to a previous job with revenue? If YES, use a job type from the PINK box below:

Recalls/Warranties should be booked from the original job

GEN - Potential Recall/Warranty Any potential PROBLEM related to work done - GENERATOR

Happy Visit Any Follow Up Estimates/Manager Visits/Phone Calls

Is the job being booked for a Maintenance? If YES, use a job type from the Green box below:

Generator Maintenance

GEN - Generator Maintenance 1-9 Yrs

GEN - Generator Maintenance 10+ Yrs

System Generated Tags

*M Generator 1-9

*M Generator 10+