Service Call Flow Live
The 16 steps of every JL visit + the red-flag safety rule. Printable.
Customer Communication Live
The Three Promises, the first 60 seconds, and the bad-news line. Printable.
NI
Install Estimate Surveys Live
Pick the job type — measure & ask everything, then "Text Survey to Josh" → estimate gets built.
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Install Estimate Surveys Live
Pick the job type — measure & ask everything, then "Text Survey to Josh" → estimate gets built.
AC Install — New System
First AC in the home, or furnace with no AC yet. Ducts, attic, coil fit, electrical.
AC Replacement
Old AC out, new in. Line set reuse, coil fit, removal & disposal.
Cooler Install — New
New Breezair/swamp location. Sizing, roof pitch, water line, power.
Cooler Replacement
Swap existing cooler. Curb/mount, roof pitch, water line condition.
AC Service & Clean Live
Full clean + diagnostic walk for split systems.
Heat Pump Service Soon
Reversing valve, defrost, dual-fuel handoff, charge check.
Furnace Service & Clean Live
Heat exchanger, burner, ignition, combustion analysis. Pulls the customer from HCP.
Boiler Service Soon
Combustion, expansion tank, pressure, circulator, zone valves.
Mini-Split Service Soon
Blower wheel, head clean, line set, drain, mode test.
Swamp Cooler — Start-Up Live
Spring summerize: pads, pump, belt, water on, test & run.
Swamp Cooler — Shut-Down Live
Fall winterize: water off, drain the line, cover, close damper.