8.13 Technical & Application Processes

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Technical & Application Processes

In this best practice, we explore the application side of the sales process. We are in a technical industry, and while the customer sales process is better left less technical, we still need to do our professional work and define the application, the air flow, modifications, difficult areas of application, crawl spaces, etc. Use these materials to help you define the specific application materials and photographs for your company to aid in installation and deliver world class customer experiences.

Sales Load Calculation - Manual J Process

Conducting a whole-home analysis is crucial to defining proper application, airflow, and details of the job, and defining the specification for the work required. And most importantly, it's crucial to the Comfort Adviser's approach to the sales process, to develop value and trust in the sales relationship. Utilize Manual J and application workflow to ensure we cover our details and build maximum value around client experience.

Run Time: 29:19

Sales Application Process - Work-Job Site Specification

The application process is essential to define the work requirements on the job site for all install crews. Utilize the forms to define your application sequence. It is important for all companies to understand the application processes and work flow, so utilize this video to define your questions, processes and answers.

Run Time: 26:06

Job Survey Form for Estimate & Application Layout

Use this form as a guideline for a job estimating format and an application layout.

10 Page Document

Residential Task Sheet & Requisition

Use this requisition, costing, and task planning form to set up your company version either manually or using software. We utilize this tool to determine and order within the company what services and equipment may be utilized on any job. Customize your version and tie it to your company products and services so installation knows what to schedule.

2 Page Document

Job Survey Example 2 Format

Here is a second example of a job and application survey form you can customize to fit your residential sales process.

7 Page Document

Energy Savings Calculators

These are the Air Conditioning and Heating Energy Savings Calculators in Excel format from the Department of Energy. Use them to conduct energy comparisons of existing equipment versus the suggested options. A good suggestion is to preemptively set up comparisons for your credibility manual and utilize those in a discussion when you decide with a client what options may fit their needs.

Energy Savings Calculator Furnaces

This is the furnace calculator for use in energy savings discussions. Preemptively prepare comparisons in your market to use in the consumer discussions about options and saving money on high efficiency products.