HVAC Job Questions

Questions for All Calls

· Name, Address, Phone #, Email address.

· What year was the home built? If built before 1980 add “OLDHOME” TAG

· Are you the home owner or decision maker for the home? If not add “ TENANT” TAG

· UPP Member? Are they a UPP member or would they like to be?

· What is the priority on the call depending on customer needs at end quote price for dispatch fee and to “look “at the issue?

· Advise them we take check or card for the transaction and should be prepared to pay the tech when he at the home and completes the work.

HVAC Issues

2^nd Look – HVAC Project-

Are all decision makers home to discuss important product information?

When are they available?

Is this a 2^nd look for a Furnace Replacement? If yes add “FURN” for replacement

Is this a 2^nd look for an A/C install quote? If yes add “ACSALE” for sale

AC Cleaning / Tune Up - Outside Condenser unit-

How old is the furnace? Older than 12 yrs. add “FURN” TAG

Do you have reg. cleanings done yearly or other?

Do you have a special filter type you use for your furnace? This is not something we carry on hand.

We do not provide filters, however we do offer an auto ship program to have the correct size.

Does this interest you? If yes add “FILTER” TAG

AC Quote – New System –

What is the square footage for load calc purposes?

Does the home currently have air conditioning? If no add “ACSALE” TAG

Do you have a Hot Tub? If no add “HOTUB” TAG

Have you received other quotes for this work?

Is your panel made by Federal Pacific or Zinsco? If yes add “FPE” TAG and add “L1” TAG remove “L2” TAG

Do you know what kind of wiring you have in the home? If Aluminum wiring add “ALUM” TAG

AC Repair – No Cooling or freezing up-

How long has the AC not been working correctly?

Is there any water on the floor near the furnace?

Have you had any refrigerant leaks in the past?

How old is the Air Conditioner or Furnace? Older than 12 yrs. add “ACSALE” TAG and “FURN” TAG

Air Duct / Air Flow Quote –

Do you have warm and cool spots in the home? If so, how extreme of an issue?

How old is the furnace? Older than 12 yrs. add “FURN” TAG

Does the home have Air Conditioning? If no add “ACSALE” TAG

What is the square footage of the home?

Boiler Install / Repair –

What is warmed by the boiler? How old is the boiler? If older than 15 yrs. add “BOILR” TAG

Gas load info we need in order to better understand your needs?

Do you also have a furnace, how old? Older than 12 yrs. add “FURN” TAG

Electrical needs in the home.

Does the home have Air Conditioning? If no add “ACSALE” TAG

Do you have a Hot Tub? If no add “HOTUB” TAG

Do you know what kind of wiring you have in the home? If Aluminum wiring add “ALUM” TAG

Duct Cleaning – Quote & Clean –

How many ducts or openings are you looking to have cleaned?

How old is the furnace? Older than 12 yrs. add “FURN” TAG

Does your furnace have a pilot light you must relight if it goes out?

Does the home currently have air conditioning? If no add “ACSALE” TAG

Do you have a whole home Humidifier or Air Cleaner?

Do you have regular cleanings done? How often?

Do you have a special filter type you use for your furnace? This is not something we carry on hand.

We do not provide filters, however we do offer an auto ship program to have the correct size.

Does this interest you? If yes add “FILTER” TAG

Furnace Cleaning- Tune Up-

How old is the furnace? Older than 12 yrs. add “FURN” TAG

Does your furnace have a pilot light you must relight if it goes out?

Does the home currently have air conditioning? If no add “ACSALE” TAG

Do you have regular cleanings done? How often?

Do you have a special filter type you use for your furnace? This is not something we carry on hand.

We do not provide filters, however we do offer an auto ship program to have the correct size.

Does this interest you? If yes add “FILTER” TAG

Furnace Quote – Need new furnace quote-

How old is the furnace? Older than 12 yrs. add “FURN” TAG

Does your furnace have a pilot light you must relight if it goes out?

Does the home currently have air conditioning? If no add “ACSALE” TAG

What is the square footage of your home?

Do you know what kind of wiring you have in the home? If Aluminum wiring add “ALUM” TAG

Is the unit still working or how urgent is the replacement?

Furnace Repair – No Heat, not working correctly –

How long have you had this issue, or been without heat?

How old is the furnace? Older than 12 yrs. add “FURN” TAG

Does your furnace have a pilot light you must relight if it goes out?

Where is the furnace located & does it have A/C connected to it? If no add “ACSALE” TAG

Gas Line Install/ Repair-

What does the gas line feed?

Gas load info we need in order to better understand your needs?

Do you also have a furnace, how old? Older than 12 yrs. add “FURN” TAG

What type of WTR HTR do you have? Gas or electric?

Electrical needs in the home.

Does the home have Air Conditioning? If no add “ACSALE” TAG

Do you have a Hot Tub? If no add “HOTUB” TAG

Do you know what kind of wiring you have in the home? If Aluminum wiring add “ALUM” TAG

Air Cleaner Quote – Need new UV lamp or Disinfecting Air Cleaner-

Is there a specific reason you are looking for an air cleaner?

Such as, someone has allergies or nose bleeds? IF yes add “IAQ” TAG

Does the home have Air Conditioning? If no add “ACSALE” TAG

How old is the furnace we are installing these new devices to? Older than 12 yrs. add “FURN” TAG

Do you have a smart thermostat in the home now to help regulate devices?

Do you know what kind of wiring you have in the home? If Aluminum wiring add “ALUM” TAG

Humidifier Quote / Install –

Is there a specific reason you are looking for the humidifier?

Such as, someone has allergies or nose bleeds? IF yes add “IAQ” TAG

Does the home have Air Conditioning? If no add “ACSALE” TAG

Do you have a smart thermostat in the home now to help regulate devices?

How old is the furnace we are installing these new devices to? Older than 12 yrs. add “FURN” TAG

What is the square footage for load calc?

Do you know what kind of wiring you have in the home? If Aluminum wiring add “ALUM” TAG

Roof Vent / Rain Cap – Repair or Install –

How did you experience that you have a ventilation issue?

Have you experienced any Carbon Monoxide buildup yet?

How old is the furnace? Older than 12 yrs. add “FURN” TAG

Does the home have Air Conditioning? If no add “ACSALE” TAG

What is the square footage of the home?

Thermostat Replace – Not working –

Are you looking for a new thermostat for energy saving reasons? If yes add “LEDLTG” TAG

If not, why are you looking for a new thermostat?

What is the square footage of the home?

Does the home have Air Conditioning? If no add “ACSALE” TAG

Such as, someone has allergies or nose bleeds? IF yes add “IAQ” TAG

Do you know what kind of wiring you have in the home? If Aluminum wiring add “ALUM” TAG

UPP – AC tune / Furnace Tune / Water Heater Flush-

AC tune up-

-Run furnace up to 80 degrees – this is to put a cooling load on the home where AC’s cooling output can be seen.

-New batteries in thermostat

-New air filters available for us to put in

Furnace tune up-

-New batteries in thermostat

-New air filters available for us to put in

Water Heater – Leaking or Noisy-– No Hot Water – Not working- Replace

**advise in many cases when the water heater makes noises its coming to the end of its lifespan, so we may be looking at replacing the water heater. However, our technician will determine this**

** In some cases when a water heater fails to heat, there is excessive sediment in the tank. We may be looking at replacement, but our tech will determine this on site**

If replacement is needed what kind of water heater would you is looking at? The Fast recovery system

Meant to handle multiple showers, or a cheaper heater with slower heating?

Do you have a gas or electric water heater currently?

How old is the furnace? Older than 12 yrs. add “FURN” TAG

Does the home have Air Conditioning? If no add “ACSALE” TAG

Do you have a Hot Tub? If no add “HOTUB” TAG

Do you know what kind of wiring you have in the home? If Aluminum wiring add “ALUM” TAG