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1. Arrival Speech
“Hi, I’m ______ with JL Heating & Air. Today we’re doing your AC service and cleaning.
Before I get started, is the system cooling okay? Any noises, hot rooms, high bills,
water issues, or anything else you want me to look at while I’m here?”
Park professionally and arrive clean/professional.
Greet client, confirm service, listen for concerns.
Take arrival photos of indoor equipment, outdoor unit, thermostat, filter, and work area.
2. Safety Before Touching Equipment Never trust a switch or disconnect. Verify power is actually off before opening or touching electrical parts.
Turn thermostat/system OFF.
Shut off indoor power.
Shut off outdoor disconnect.
Verify disconnect actually shuts power off with meter.
Verify fuses are correct size if fused disconnect is present.
Discharge capacitors before touching terminals or removing wires.
Use safety glasses and gloves when needed.
3. Indoor Cleaning Order Clean first. Diagnose after the cabinet and work area are clean enough to inspect properly.
Brush loose dirt, dust, and debris first.
Sand/clean rusty or dirty contact points only when appropriate.
Vacuum cabinet, blower compartment, furnace bottom, and accessible debris.
Blow out spaces the vacuum cannot reach.
Wipe down with dry rags first.
Use cleaner on rag and wipe cabinet, panels, and accessible surfaces.
Leave indoor equipment cleaner than when you arrived.
4. Indoor Inspection Check air filter size, condition, airflow direction, and restriction.
Check blower wheel for dirt buildup, wobble, vibration, and set screw.
Check blower motor, wiring, mounts, and amp draw if needed.
Check evaporator coil if dirty, airflow is off, temp split is poor, or client reports poor cooling.
Check drain pan, drain line, condensate pump, float switch, and water safety.
Add indoor supply and return temperature probes.
5. Indoor Electrical Check for loose wires, burnt wires, rub marks, discoloration, and bad connections.
Check control board, transformer, low-voltage wiring, and thermostat wiring.
Test capacitor after power is off, verified, and capacitor is discharged.
Indoor Capacitor Rating Measured
Rule: recommend replacement if capacitor is outside ±5% of rating, swollen, leaking, rusty, or questionable.
6. Outdoor Cleaning Verify outdoor power is OFF before opening condenser.
Brush loose debris first.
Vacuum leaves, cottonwood, grass, and debris.
Blow out areas vacuum cannot reach.
Clean condenser coil with water if needed. Avoid damaging fins or soaking electricals.
Wipe condenser fan blades with rag and cleaner.
Check coil condition, fins, panels, fan guard, unit level, and clearances.
7. Outdoor Electrical Check disconnect, whip, wire condition, lugs, and grounding.
Verify fuse size matches equipment requirements if fused disconnect is present.
Inspect contactor for pitting, burning, insects, chatter, or overheating.
Check contactor coil resistance.
Contactor Ohms Condition
General helper rule: 10–30 ohms is a common normal range. Replace if open, shorted, burned, chattering, or badly pitted.
Discharge and test outdoor capacitor.
Outdoor Capacitor Rating Measured
Rule: capacitor should be within ±5% unless manufacturer states otherwise.
Inspect compressor wires, terminals, sound blanket, oil stains, mounts, and obvious damage.
Inspect condenser fan motor, blade, mounts, wiring, and amp draw if needed.
8. Reassemble Before Power On All wires are back on correct terminals.
All panels and doors are installed.
All screws are back in place.
No tools, rags, or loose parts left inside equipment.
Disconnect is ready to reinstall.
9. Startup Turn power back ON.
Start system from thermostat.
Watch and listen during startup.
Confirm blower starts.
Confirm condenser fan starts.
Confirm compressor starts.
If there is a bad noise, vibration, short cycle, or issue: shut system off and fix before continuing.
10. Refrigerant & Performance Install gauges and temperature probes after system is running.
Let system stabilize before judging charge.
If TXV: verify subcooling against equipment target.
If piston/fixed orifice: verify superheat using target chart.
Suction Pressure Head Pressure Outdoor Temp Superheat Subcooling Compressor Amps
11. Temperature Split & Airflow Check return temperature.
Check supply temperature.
Confirm temperature split is around 18–22°F. 20°F+ is usually strong if airflow is correct.
Return Temp Supply Temp Temp Split
If temp split, airflow, pressures, or charge look wrong: stop and analyze before telling client.
12. Recommendations Gather facts before making recommendations.
Explain what is good first.
Explain what needs attention.
Explain what should be repaired now if needed.
Issues / Recommendations
13. Upsells & Add-Ons Tap anything the client is interested in. Doesn't have to be a hard sell — just flag interest so Josh can follow up with pricing.
Power Surge Protection
Protects compressor, board, blower motor from spikes & brownouts.
UV / UVC Light (Cleaner Air)
Kills mold & bacteria on coil and in airstream. Good for allergies / odors.
Drain Overflow / Float Switch
Shuts system down before clogged drain floods ceiling or floor.
Condensate / Wiring Safety Switches
Pan switch, secondary drain switch, low-voltage protection.
Acid Neutralizer / Drain Pan Tabs
Keeps drain line clear; prevents algae clogs & water damage.
Hard-Start Kit / Compressor Saver
Extends compressor life on older units; helps weak starts.
Indoor Deodorizer / Odor Neutralizer
Pet smell, smoke, cooking odors — passive in-duct treatment.
Filter Upgrade (MERV / Media Cabinet)
Higher MERV or 4" media cabinet for better air quality & longer change cycle.
Smart / Programmable Thermostat
Schedule, remote control, energy savings; flag if current stat is basic / dying.
Whole-House Humidifier / Dehumidifier
Dry winter air, sinus / wood floor issues, or muggy basement.
Duct Cleaning
Heavy dust, post-construction, pet hair, recent rodent activity.
JL Maintenance Plan
Monthly plan = priority service + spring/fall tune-ups + discount on repairs.
Upsell Notes / Quoted Items
14. Cleanup & Closeout Remove trash, debris, screws, packaging, and used materials.
Wipe work area and make it cleaner than when you arrived.
Take final photos of clean equipment and readings.
Make sure thermostat is set correctly.
“Everything has been serviced and tested. The system is operating properly at this time.
I checked cleaning, electrical, airflow, temperature split, and refrigerant performance.
Do you have any other questions or anything else you want me to look at while I’m here?”
Final Pass Safe
Clean
Put back together
Running properly
Client informed
Photos completed
JL Heating & Air — Internal helper training checklist. Verify all readings using equipment manufacturer data and technician judgment.