Training — Field Cards
SC
Service Call Flow Live
The 16 steps of every JL visit + the red-flag safety rule. Printable.
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3P
Customer Communication Live
The Three Promises, the first 60 seconds, and the bad-news line. Printable.
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Service Checklists
AC
AC Service & Clean Live
Full clean + diagnostic walk for split systems.
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HP
Heat Pump Service Soon
Reversing valve, defrost, dual-fuel handoff, charge check.
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FU
Furnace Service & Clean Live
Heat exchanger, burner, ignition, combustion analysis. Pulls the customer from HCP.
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BO
Boiler Service Soon
Combustion, expansion tank, pressure, circulator, zone valves.
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MS
Mini-Split Service Soon
Blower wheel, head clean, line set, drain, mode test.
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Seasonal — Swamp Cooler
☀︎
Swamp Cooler — Start-Up Live
Spring summerize: pads, pump, belt, water on, test & run.
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❄︎
Swamp Cooler — Shut-Down Live
Fall winterize: water off, drain the line, cover, close damper.
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