JL — Service Call Flow

JL HEATING & AIR — SERVICE CALL FLOW

⚠ Red flags — stop, do not decide alone

Gas smell · suspected heat-exchanger crack · CO reading · burnt or melted electrical

1) System OFF → 2) Photo → 3) Call Josh: 720-404-6680

Shutting it down is never the wrong call. In Phase 1 you make zero solo safety calls — that's the system working, not a failure.

Before the door

Read the HCP job notes. Text ETA if running behind. Know the customer's name before you knock.

Park on the street unless told otherwise. Uniform squared away. Grab what you need in one trip.

Knock, step back, smile. Name + company + why you're here. (Opener is on the Communication card.)

Understand first

Ask what they've noticed. Let them finish. What the homeowner says is real data — write it down.

Shoe covers on. Drop cloth under any work area. Their house, their rules.

Follow the sequence of operations. Measure — don't guess. If you're not sure, say so and find out.

Prove it before you say it. Can you make the failure repeat? Confirmed issue → confirmed fix.

Talk, then work

What I found → what it means → what I recommend. Plain language, no jargon, no fear.

All real options, no pressure. Prices come from the book or from Josh — never from memory.

Approved work only. Nothing extra without a yes.

Run a full cycle. Watch it work. Never leave on an assumption.

Finish strong

One simple takeaway they should remember, and the signals that mean "call us back."

Photos before/after. Readings and work notes in HCP while you're still on site.

Per the invoice in HCP. Unsure about anything on it? Call Josh before collecting.

Area cleaner than you found it. Thermostat set back. Gates and doors as they were.

Flag anything for Josh's follow-up in the job note before you drive off.