Pulls today’s Housecall Pro jobs and fills in the customer for you.
1. Arrival Speech
“Hi, I’m ______ with JL Heating & Air. I’m here to winterize your swamp cooler — shut the water off,
drain the line so it doesn’t freeze and burst this winter, and seal it up so cold air doesn’t come down
into the house. Anything you noticed with it this summer?”
2. Safety & Power Off
Cooler year (slide — first thing)
Where's the cooler?
Roof height (sets the cooler plan price on the report)
Ladder needed?
Roof access
Ladder and roof safety first. Shut power off and leave it off for the season so the cooler can’t run dry over winter. Steep or Unsafe access = 2-person or reschedule, never solo.
3. Shut Off & Drain Water — DO NOT SKIP
This is the whole point of winterizing. Any water left in the supply line will freeze, expand, and burst the line — flooding the house when it thaws. Shut the water off AND drain the line.
4. Drain & Clean the Pan
Tray / scale
5. Pump & Pads
Pads
Float valve
6. Seal & Cover
Sealing matters as much as draining. An uncovered cooler dumps cold air and the customer’s heat right out the duct all winter.
7. Close the Indoor Damper
Close the ceiling/duct damper so cold air doesn’t fall down through the cooler into the house and waste the furnace’s heat.
8. Customer Walkthrough9. Cleanup & Closeout
“You’re all winterized — water’s off, the line is drained so it won’t freeze, it’s covered, and
the damper’s closed so you keep your heat. Don’t turn it on until we come back in the spring.
Want me to get you on the schedule for that now?”
Final Pass📱 Health Report — text to customer
Grade what you inspected, tap Build, review the message, then text it. Never grade equipment you didn’t look at.
RED safety items: tell the customer face to face first. The report is the record, not the notice.
Plan member? (sets the plan line on the visual report)