https://trade-edge.live/product-page/install-tech-sop 2025-11-05 https://static.wixstatic.com/media/17ac74_48cf4d2aa7d84122b8d0472ce00ddb2df000.jpg Install Tech SOP Install Technician SOP + Training Video Train Your Install Techs to Perform Like Pros — Every Job, Every Time The Install Technician SOP  gives your team a clear, repeatable process for every installation — from arrival to cleanup.This complete Standard Operating Procedure and training system is designed for HVAC, plumbing, and electrical companies  that want consistent quality, fewer callbacks, and higher customer satisfaction. What’s Included Full Install Technician SOP Booklet  (Word/PDF format) Step-by-step Training Video  with daily workflow overview Technician Test & Answer Key  for accountability and certification Start-up, Closeout, and Safety Checklists Customer Communication and Payment Collection Process Upsell and Cross-Sell Guidance  for added revenue Lifetime Updates  to SOP materials Email Support  for easy implementation You’ll Learn How To Prepare, stage, and complete installs professionally and efficiently Communicate confidently with customers Collect payments and request Google reviews Upload job photos, model numbers, and paperwork properly Follow safety and quality standards that protect your company and customers Perfect For HVAC, plumbing, and electrical business owners or install managers who want to train technicians quickly, ensure accountability, and maintain quality control  using proven, field-tested systems. https://video.wixstatic.com/video/17ac74_48cf4d2aa7d84122b8d0472ce00ddb2d/1080p/mp4/file.mp4 https://trade-edge.live/product-page/install-manger-sop 2025-11-05 https://static.wixstatic.com/media/17ac74_cd984dc54a1b42c8a8bb429fffb247f2f000.jpg Install Manger SOP Install Manager SOP + Training Video Run Your Install Department Like a Million-Dollar Operation The Install Manager SOP  is a complete Standard Operating Procedure and step-by-step training system built for HVAC, plumbing, and electrical companies that want to scale with consistency and profit.This downloadable SOP and companion video walk your team through every stage of installation management — from scheduling and crew coordination to quality control and customer communication. What’s Included Detailed Install Manager SOP (Word/PDF format) Full training video explaining responsibilities and daily workflow Checklists for pre-site, post-site, and job completion Profit-tracking and job-costing accountability system You’ll Learn How To Manage install technicians and hold them accountable Coordinate with dispatch, service, and accounting Reduce callbacks and improve customer satisfaction Track labor hours, materials, and job profitability Build repeatable systems that scale your install department Perfect For HVAC, plumbing, and electrical business owners, service managers, and install managers who want to grow efficiently with proven systems. https://video.wixstatic.com/video/17ac74_cd984dc54a1b42c8a8bb429fffb247f2/1080p/mp4/file.mp4 https://trade-edge.live/product-page/service-install-manager-dual-role-sop 2025-11-05 https://static.wixstatic.com/media/17ac74_ded8462721344e67923659e7f2309d28f000.jpg Service & Install Manager Dual Role SOP Service & Install Manager Dual Role SOP + Training System The Complete SOP Booklet, Training Video, Test, and Answer Key for Small HVAC Companies The Service & Install Manager Dual Role SOP  is a complete management training package designed for smaller HVAC, plumbing, and electrical companies where one leader oversees both service and installation departments.This system includes a detailed SOP booklet, in-depth training video, technician test, and answer key — everything needed to train your next manager and ensure operational consistency across your business. What’s Included Full SOP Booklet (Word/PDF format) Step-by-step Training Video Manager Knowledge Test Graded Answer Key for team training or certification You’ll Learn How To Lead daily meetings and hold techs accountable Coordinate efficient service and install schedules Track revenue, TGLs, and upsell performance Handle customer communication and quality control Protect margins with vendor management and job-cost tracking Perfect For HVAC, plumbing, or electrical companies where one person manages both service and installation operations — ideal for growing teams that need clear systems without hiring multiple managers. https://video.wixstatic.com/video/17ac74_ded8462721344e67923659e7f2309d28/1080p/mp4/file.mp4 https://trade-edge.live/product-page/comfort-advisor-sales-person 2025-11-05 https://static.wixstatic.com/media/c06638_723d752eef3a4aab8a267ee9e2285f4ff000.jpg HVAC Comfort Advisor Sales Training | Full SOP, Video, Test & Scripts Stop Leaving Money on the Table Transform your sales team into elite closers with the definitive video training system for HVAC Comfort Advisors . This isn't just a collection of tips — it's a complete, step-by-step sales framework  designed to build trust, eliminate price objections, and drive consistent one-call closes . 📈 Based on a field-tested, real-world playbook , this training walks you through every phase of the sales process — from the first pre-appointment text to capturing a 5-star review after the install. If you want to raise your average ticket, boost your financing rate, and dominate your market, this is the most valuable training you’ll invest in this year. 💼 What You’ll Master in This Video Training 💰 The “Monthly Payment First” Strategy Discover the psychological secret behind presenting an affordable monthly payment before  the total price — and watch your close rate and financing adoption soar. 🤝 Build Instant Trust in 5 Minutes Learn the exact arrival sequence that makes you look like a pro — including “micro-credibility builders” like laminated reviews, license cards, and ground rules that lower resistance. 🔍 Create Ethical Urgency Show customers the real cost of inaction by quantifying the 5-year drain of repairs, inefficiency, and discomfort — and compel them to move forward today. 📊 Calculate & Present “Net Cost” Stop selling on sticker price. Use simple math to show the homeowner what they’ll really  pay per day — after factoring in energy savings and rebates. 🏆 Good, Better, Best Options That Sell Themselves Master the 3-option close and align every proposal with the customer’s comfort goals and budget — without needing to “hard sell.” 📝 Word-for-Word Scripts + Objection Handling You’ll get exact language for every key moment — including the 5 most common objections (“I need 3 bids,” “My spouse isn’t here,” etc.). 🌟 Leverage Reputation to Eliminate Brand Doubt Use QR-coded 5-star reviews, before-and-after photos, and install checklists to remove the need for brand comparisons. ⚙️ The Full Sales Process — Start to Finish You’ll train your team on: Pre-appointment setup Comfort survey & discovery System & ductwork assessment Clear education without “tech speak” Good/Better/Best proposals Closing & paperwork Post-visit follow-up that seals the deal 🎓 Includes: On-demand video training Printable step-by-step SOP Certification test + answer key Fill-in pricing templates, scripts & cheat sheets Train with confidence. Close with consistency. Give your HVAC sales team the tools, language, and confidence to close more deals — and create lifelong customers.nswer key. https://video.wixstatic.com/video/c06638_723d752eef3a4aab8a267ee9e2285f4f/1080p/mp4/file.mp4 https://trade-edge.live/product-page/csr-dispatcher-manager-sop 2025-12-09 https://static.wixstatic.com/media/4e0808_5d8e17a254f340ba9da37ecf788d7f14f000.jpg CSR & Dispatcher Manager SOP Complete SOP Booklet, Training Guide, Test, and Answer Key for HVAC, Plumbing & Electrical Office Departments The CSR & Dispatcher Manager SOP  is a complete leadership and operations training package designed to align perfectly with your CSR SOP, Dispatcher SOP, and company-wide service workflows. This system gives your office manager a proven, repeatable structure to maximize booking rates, increase technician efficiency, reduce scheduling errors, and maintain 5-star customer satisfaction across the board. This package includes a full SOP booklet, detailed training guide, test, and answer key — equipping your manager with the exact processes needed to run high-performing Customer Service and Dispatch departments. What’s Included Full SOP Booklet (Word/PDF format) Complete documentation for managing CSR and Dispatch teams. Step-by-Step Training Guide Covers call handling oversight, dispatch coordination, reporting, and department control. CSR & Dispatcher Manager Test A structured exam to ensure full understanding of all responsibilities and workflows. Answer Key for Internal Grading or Certification Perfect for onboarding, training, and performance evaluations. You’ll Learn How To Hold CSRs and Dispatchers accountable to SOPs and performance standards Monitor call handling, booking rates, and script adherence Conduct daily huddles to review schedules, staffing, and revenue goals Ensure accurate scheduling, note-taking, and follow-up procedures Oversee dispatching to maximize technician utilization and revenue per tech Handle escalated customer complaints before they reach management Track key performance metrics (booking %, dispatch efficiency, utilization %, lost calls, upsells) Maintain strict compliance with company policies, pricing, and communication flow Build consistent communication and accountability across office and field teams Aligned With CSR SOP Dispatcher SOP Service Manager SOP Install Manager SOP This ensures all departments communicate the same way, follow the same workflow, and operate at the highest level of efficiency. Perfect For HVAC, plumbing, and electrical company owners, general managers, or office/operations managers who want: Higher booking rates Stronger dispatch efficiency Better communication between office and field Fewer escalations and missed opportunities A structured management system that drives revenue, consistency, and customer satisfaction https://video.wixstatic.com/video/4e0808_5d8e17a254f340ba9da37ecf788d7f14/1080p/mp4/file.mp4 https://trade-edge.live/product-page/sales-manager-sop 2025-12-10 https://static.wixstatic.com/media/4e0808_c41111c23b4f4ee08697458477dd24f5f000.jpg Sales Manager SOP Complete SOP Booklet, Training Guide, Test, and Answer Key for HVAC, Plumbing & Electrical Sales Departments The Sales Manager SOP  is a complete leadership and performance management system designed to help your sales department hit higher close ratios, increase average tickets, and convert more leads into profitable revenue. This package gives your Sales Manager a clear, data-driven structure for coaching Comfort Advisors, improving sales consistency, and holding the team accountable to the company’s standards and ethics. This system includes a full SOP booklet, detailed training guide, test, and answer key — equipping your Sales Manager with the exact processes needed to drive revenue while maintaining integrity and customer trust. What’s Included Full SOP Booklet (Word/PDF format) Complete documentation of responsibilities, workflows, KPIs, and sales leadership standards. Step-by-Step Training Guide Covers coaching systems, debrief structure, KPI tracking, and performance management. Sales Manager Test A structured exam to assess understanding and ensure SOP mastery. Answer Key for Internal Grading or Certification Perfect for onboarding, promotions, and ongoing coaching. You’ll Learn How To Hold Comfort Advisors accountable to the Sales Playbook and performance standards Maintain a minimum 35% close ratio across all advisors Track and manage essential KPIs such as leads run, close ratios, average tickets, and ROI Conduct pre- and post-debrief coaching sessions to improve sales outcomes Train advisors on objections, presentation flow, and high-value add-ons Use data to make smarter lead distribution decisions Collaborate with Marketing and Install departments for clean handoffs and better ROI Ensure compliance with ethical selling standards and accurate documentation Lead productive sales meetings and one-on-one coaching sessions Build action plans for underperformers and celebrate top performers Aligned With Comfort Advisor Sales Playbook Install Manager SOP Service Manager SOP This ensures your entire sales and install pipeline is aligned from lead generation to job completion. Perfect For HVAC, plumbing, and electrical company owners, general managers, or sales leaders who want: A structured, high-accountability sales department Higher close ratios and stronger average tickets Better lead conversion and improved marketing ROI A consistent coaching system that sets clear expectations Sales practices that are ethical, compliant, and aligned with company values With the right structure, data tracking, and coaching system, the Sales Manager becomes the key driver of revenue growth — ensuring every lead is maximized and every advisor performs at their highest level. https://video.wixstatic.com/video/4e0808_c41111c23b4f4ee08697458477dd24f5/1080p/mp4/file.mp4 https://trade-edge.live/product-page/gas-furnace-tech-training 2025-11-05 https://static.wixstatic.com/media/17ac74_8a06efc65f724526945513afe4e34d46f000.jpg 96% + Gas Furnace Diagnostic Training | Step-by-Step HVAC Technician Guide 🔧 Gas Furnace Diagnostic Playbook (Video Training + Test Included — Master High-Efficiency Furnace Diagnosis) This complete step-by-step video training with a built-in technician test  teaches HVAC techs how to accurately diagnose and service 96% high-efficiency gas furnaces. Designed by field experts, this proven process covers everything from the thermostat call to full system shutdown — with multimeter test points, wiring guides, safety reminders, and real-world troubleshooting examples. 🎥 What’s Included in This Training Package: Full on-demand video walkthrough  with visuals for each step Printable diagnostic SOP with color-coded wiring and field notes End-of-training technician test  to validate learning Perfect for service tech onboarding, training day modules, or field refreshers ✅ Order of Operations: 96% Gas Furnace Diagnosis 1. Thermostat Call for Heat Sends 24V from R to W Use meter to confirm 24V at W terminal Bypass thermostat to isolate wiring issues 🔍 Keywords: HVAC thermostat wiring, no heat call, 24V signal test 2. Inducer Motor & Pressure Switch Inducer starts (120V) Pressure switch confirms draft (24V closure) Test tubing, drains, and venting if pressure switch fails 🔍 Keywords: inducer motor test, pressure switch not closing, furnace startup failure 3. Igniter Energizes HSI glows or spark clicks 120V across igniter leads Resistance check: 40–200 ohms 🔍 Keywords: igniter not glowing, HVAC hot surface igniter, flame failure diagnosis 4. Gas Valve Opens Receives 24V signal from control board Confirm gas pressure: 3.5" WC NG / 10" WC LP If valve gets power but no gas → issue with valve or supply 🔍 Keywords: gas valve no ignition, furnace not heating, gas pressure check 5. Burners Ignite Flame should spread evenly Delays indicate dirty burners or crossover issues 🔍 Keywords: burners not lighting, delayed ignition, furnace flame rollout 6. Flame Sensor Confirms Flame Signal: 2–6 µA DC required to stay lit Clean or replace sensor if low/no reading 🔍 Keywords: flame sensor microamp test, furnace shuts off after lighting 7. Blower Motor Starts Starts 30–60 seconds post-ignition PSC motor: 120V and capacitor ECM motor: 24V signal 🔍 Keywords: blower not running, capacitor test, ECM blower troubleshooting 8. Safety Switches & Limits High Limit, Rollout, and Condensate safety switches must remain closed Open switches = system lockout 🔍 Keywords: high limit tripped, rollout switch error, condensate safety drain 9. Normal System Shutdown Thermostat ends call → burners off → post-purge → system off 🔍 Keywords: HVAC shutdown cycle, furnace shuts down properly, normal heat cycle 🎯 Color-Coded HVAC Wiring Key Low Voltage (24V) 🔴 R = 24V Hot ⚪ W = Heat Call 🔵/⚫ C = Common 🟢 G = Fan 🟡 Y = Cooling High Voltage (120V) ⚫ Black = Line Hot ⚪ White = Neutral 🟢 Green = Ground 🟤 Brown = Capacitor leads 🚨 Technician Safety Reminders Always meter to verify wiring — don’t assume color Shut off power and gas before testing or repairs Use calibrated tools and wear PPE 🧠 Who This Training Is For: HVAC Technicians (Beginner to Advanced) Service Managers & Trainers Installers learning service diagnostics Companies building internal training libraries 🎓 Training Certification Test Included 10+ multiple-choice & scenario-based questions Validate understanding after video walkthrough Perfect for training days, onboarding, or field readiness checks Master 96% gas furnace troubleshooting with this complete video training & test. Covers thermostat signals, inducer motor, igniter, flame sensor, blower, and safeties — ideal for HVAC techs and service managers. https://video.wixstatic.com/video/17ac74_8a06efc65f724526945513afe4e34d46/1080p/mp4/file.mp4 https://trade-edge.live/product-page/complete-csr-training-package-–-sops-training-videos-that-work 2025-11-05 https://static.wixstatic.com/media/17ac74_c16433e372e847a7bb5b4a1b5f6b6274f000.jpg Complete CSR Training Package – SOPs & Training Videos That Work 📞 The Complete CSR Training Package Video Training • SOP Guide • Call Scripts • Knowledge Test + Answer Key 🏆 Why CSR Training Matters Your CSRs (Customer Service Representatives)  are the front line of your business. Every phone call is either an opportunity or a missed sale. Without a proven system, those calls can result in: Lost revenue Frustrated customers Poor technician routing And reviews that never come… The Complete CSR Training Package was created by HVAC professionals and proven in the field — specifically designed for HVAC, plumbing, and service-based contractors who want higher booking rates, smoother dispatching, and better customer experiences. 💼 Stop Leaving Money on the Table Transform your front office into a revenue-driving machine  with this step-by-step training system for HVAC CSRs and Dispatchers. This isn’t just a call script or a checklist — it’s a field-tested communication and conversion framework  that: Teaches your CSRs how to confidently handle every inbound call Eliminates common mistakes that cost you jobs Boosts revenue and efficiency without the stress 📈 Built around a proven SOP used by top-performing service companies, this training walks CSRs through every phase of the call  — from answering within 3 rings to tagging "10+ year systems," setting priority levels, and properly scheduling high-value jobs. 📦 What’s Included in the CSR Training Package ✅ Step-by-Step SOP  – Real-world CSR & Dispatcher Standard Operating Procedure (SOP)✅ Full-Length Video Training  – Covers tone, scripting, scheduling, priority setting, and handling objections✅ Customizable Call Scripts  – Includes dispatch fee talk track, diagnostic fee language, and booking phrasing that works✅ Knowledge Test + Answer Key  – Validate your team's learning and reinforce accountability✅ Quick Reference Sheets  – Equipment age tagging, priority levels, and real-time scheduling logic 🚀 Results You Can Expect ✅ Higher booking rates  – More calls converted into revenue-producing jobs✅ Higher average tickets  – Better technician routing = more upsell and efficiency opportunities✅ Consistent performance  – Every CSR follows the same high-performing process✅ Fewer mistakes  – No more forgetting dispatch fees, skipping notes, or mishandling 10+ year old systems✅ Better customer experiences  – Professional, clear, and confident communication✅ More 5-star reviews  – First impressions set the tone 🔑 Why This Training Works This is not theory or fluff . It was built by a contractor who scaled a service company past $15M, and it's been field-proven across dozens of real-world teams . Every line of the script and every call flow step has been refined through repetition, feedback, and results. Whether you're onboarding a new CSR or standardizing your current team, this system will deliver day-one impact. 📈 Who This Is For HVAC, Plumbing, or Electrical Companies Contractors with In-House Office Staff or Call Centers Growing Shops Who Want Repeatable Systems Owners Tired of “Wing-It” Call Handling Managers Training New Hires or Needing Consistency 🔥 What Your Team Will Master 🎙️ Answering Calls with Confidence Scripted greeting, listening framework, hold etiquette The right way to set the tone in the first 15 seconds 🛠️ Proper Customer Lookup & Info Collection Verify contact details, history, source, and age of equipment CRM tagging for 10+ year systems that signal upgrade potential 🚦 Priority Setting for Smart Dispatching Use color-coded logic (Red = High, Yellow = Medium, Green = Low) Maximize technician time and reduce bottlenecks 📆 Scheduling With Control Never ask: “When do you want to schedule?” Always offer options and control the flow 💵 Dispatch & Diagnostic Fee Talk Tracks Clear, professional explanations that prevent objections Never quote repairs — always guide customers the right way 📢 Maintenance Plan Pitches Offer value-added options to lower future service costs Track customer interest and notes for tech follow-up 🎓 Certification Test Included 15–20 multiple choice and scenario-based questions Reinforces call flow, scripting, tagging, scheduling, and objection handling ✅ Answer key included  for managers 🧩 SEO Keywords Naturally Embedded CSR training package HVAC CSR training Call scripts for service contractors Customer service SOPs for HVAC & plumbing Improve booking rate HVAC office Dispatcher training for field service HVAC office training with test ✅ Ready to Deploy You’ll receive: 📺 On-demand training video 📝 Editable SOP & script templates 📄 Printable knowledge test + answer key 💡 Quick-reference cheat sheets 💬 Final Pitch With the Complete CSR Training Package , you’re not just training your team — you’re installing a system that books more calls, reduces stress, and grows your business. 👉 Train smarter. Book more jobs. Grow faster. https://video.wixstatic.com/video/17ac74_c16433e372e847a7bb5b4a1b5f6b6274/1080p/mp4/file.mp4 https://trade-edge.live/product-page/install-coordinator-sop 2025-12-10 https://static.wixstatic.com/media/4e0808_ae535deafd3245608d6ea68d1c5e1c6ff000.jpg Install Coordinator SOP Complete SOP Booklet, Training Guide, Test, and Answer Key for HVAC, Plumbing & Electrical Install Departments The Install Coordinator SOP  is a complete administrative and operations system designed to support your Install Manager and streamline every step of the installation process. This package gives your Install Coordinator a clear, repeatable structure for scheduling installs, confirming deposits, managing customer communication, and ensuring every job is fully prepared before the crew arrives. This system includes a full SOP booklet, detailed training guide, test, and answer key — equipping your coordinator with the exact workflows needed to keep your install department organized, efficient, and profitable. What’s Included Full SOP Booklet (Word/PDF format) Complete documentation of the Install Coordinator’s duties, workflows, and standards. Step-by-Step Training Guide Teaches scheduling, customer communication, payment tracking, and job preparation. Install Coordinator Test A structured exam to evaluate understanding and SOP compliance. Answer Key for Internal Grading or Certification Great for onboarding, performance reviews, and internal training. You’ll Learn How To Enter, schedule, and manage all sold installation jobs Confirm deposits and payment terms before locking job dates Communicate with customers regarding scheduling, reminders, and preparation Coordinate daily with the Install Manager to balance workload and crew assignments Ensure permits, paperwork, job details, and staging needs are complete before install Track payments, job readiness, and customer satisfaction Handle post-install closeout tasks: documentation, photos, model/serial numbers, and final payments Maintain accurate CRM notes, schedule updates, and payment status tracking Reduce reschedules, delays, and communication issues through proactive coordination Aligned With Install Manager SOP Service Manager SOP CSR SOP Dispatcher SOP This ensures the install department operates smoothly from sale to completion. Perfect For HVAC, plumbing, and electrical company owners, operations managers, and install departments that want: Organized install scheduling Better deposit and payment control Strong customer communication before and after installs Smoother coordination between office and field Fewer reschedules, fewer delays, and more profitable installation days The Install Coordinator handles admin, scheduling, deposits, and communication , while the Install Manager focuses on leadership, quality control, and technician performance  — creating a streamlined, high-efficiency install department. https://video.wixstatic.com/video/4e0808_ae535deafd3245608d6ea68d1c5e1c6f/1080p/mp4/file.mp4 https://trade-edge.live/product-page/quickbooks-division-tracking-sop-training-system 2025-12-10 https://static.wixstatic.com/media/4e0808_9b904d58c5c34f868a85359c8288e577f000.jpg QuickBooks Division Tracking SOP + Training System The QuickBooks Division Tracking SOP  is a complete financial clarity system designed to give service business owners full visibility over every division in their company. This plug-and-play SOP teaches your team exactly how to track revenue, labor, and material costs by division — allowing you to instantly identify profit leaks, see which divisions are performing, and make data-driven decisions with confidence. This package includes a full SOP booklet, step-by-step setup instructions, tracking templates, and an accountability checklist that ensures your office staff, technicians, and managers all follow the same standardized financial workflow. What’s Included Full SOP Booklet (Word/PDF format) Complete documentation of how to set up and manage division tracking in QuickBooks. Step-by-Step QuickBooks Division Setup Guide Clear instructions for creating classes, job numbers, POs, and cost tracking systems. Job Number + PO Tracking System Pre-built structure to standardize labor and material tracking across all departments. Monthly P&L by Division Template A plug-and-play template to quickly analyze financial performance per division. Training Guide for Office Staff, Technicians & Vendors Ensures everyone follows the same process for accurate financial reporting. Manager Accountability Checklist A simple system to ensure correct classifications, audits, and oversight. You’ll Learn How To Set up financial divisions/classes inside QuickBooks Assign job numbers that match each division Track labor and materials accurately across all departments Implement a purchase order (PO) system that prevents miscoding and overspending Run accurate Profit & Loss by Class  reports every month Identify which divisions produce the highest margins Catch profit leaks in labor, materials, and pricing Build companywide accountability through consistent financial processes Aligned With Service Technician SOP CSR / Dispatcher SOP Install Manager SOP (Perfect add-on for companies scaling to $5M–$15M+) Perfect For HVAC, plumbing, electrical, landscaping, painting, and all service-based business owners who want: True profit visibility Accurate financial reporting by division Better pricing, budgeting, and forecasting A clear understanding of which teams are profitable — and which need correction Ideal for owners, controllers, bookkeepers, operations managers, and financial administrators  looking to tighten financial control and build a business that scales smoothly. https://video.wixstatic.com/video/4e0808_9b904d58c5c34f868a85359c8288e577/1080p/mp4/file.mp4 https://trade-edge.live/product-page/service-manager-sop 2025-11-05 https://static.wixstatic.com/media/17ac74_e0902f456df84529b59294c3d6230d6ef000.jpg Service Manager SOP Service Manager SOP + Training System Complete SOP Booklet, Training Video, Test, and Answer Key for HVAC, Plumbing & Electrical Service Departments The Service Manager SOP  is a complete management training package designed to align perfectly with your Service Technician  and CSR/Dispatcher SOPs. This system includes a full SOP booklet, detailed training video, test, and answer key — giving your Service Manager a proven structure to maximize daily revenue, reduce callbacks, and maintain 5-star customer satisfaction. What’s Included Full SOP Booklet (Word/PDF format) Step-by-step Training Video Service Manager Test Answer Key for internal grading or certification You’ll Learn How To Lead morning meetings and set revenue targets Ensure CSR and Tech SOP compliance Monitor jobs in real time and coach techs effectively Track key performance metrics (revenue, TGLs, upsells, callbacks, reviews) Build a culture of accountability and consistent communication Aligned With Service Technician SOP CSR / Dispatcher SOP Install Manager SOP Perfect For HVAC, plumbing, and electrical company owners, general managers, or service managers who want structured leadership systems that drive revenue and consistency across every department. https://video.wixstatic.com/video/17ac74_e0902f456df84529b59294c3d6230d6e/1080p/mp4/file.mp4 https://trade-edge.live/product-page/service-tech-sop 2025-10-31 https://static.wixstatic.com/media/c06638_133aad3eb6814dceb67ef08e8fa910fdf000.jpg HVAC Service Technician Video Training + Test | SOP & Sales Process 🧰 HVAC Service Technician SOP 🎥 Video Training + Certification Test Included | Upsell, Diagnose, and Deliver 5-Star Service This step-by-step HVAC Service Technician video training  includes a field-tested SOP , detailed sales process, and certification test  to ensure your techs generate revenue, create leads, and deliver professional customer experiences on every call. Ideal for HVAC companies, training days, and onboarding programs , this program helps techs: Generate consistent $2,000+ daily revenue Master TGLs (Tech-Generated Leads)  for system replacements Upsell Value-Added Services  and Home Comfort Upgrades Reduce callbacks and earn 5-star reviews ✅ What’s Included: ✅ On-demand technician video training ✅ Printable SOP guide with checklists ✅ End-of-training certification test ✅ Designed for both selling and non-selling technicians 🚀 Technician Daily Flow: Start-to-Finish Success 🔹 1. Professional Standards Arrive on time, call if delayed Clean uniform, shoe covers offered Use drop cloths & protect property Be polite, listen, and remain confident 🔍 Keywords: HVAC professionalism, customer service, technician field standards 🔹 2. Daily Task List – Call Flow 🕒 Pre-Debrief Send "on the way" text Punch into dispatch software Confirm booties/drop cloths in place Review issue with customer Present 2+ service options Discuss maintenance plan benefits Offer Value-Added Services : IAQ, filters, thermostats, plumbing/electrical Offer Home Comfort Upgrade  if system is 10+ years Call in to manager/CSR for pre-debrief Obtain signed pre-approval 🛠️ Job Phase Complete work Quote and collect 50% deposit if return needed ✅ Post-Debrief Upload notes, model/serials, and photos Get final signature and payment Ask for a Google review Clean up workspace Call dispatcher to close and check next job 🔍 Keywords: HVAC SOP, service call workflow, upsell techniques, job checklist 🔹 3. Customer Approval Process Always present repair, upsell, and replacement options before starting Use language: “Value-Added Services” for small-ticket items “Home Comfort Upgrade” for system replacements Get signed approval Collect deposit for return work 🔍 Keywords: customer sales process HVAC, technician sales training, flat-rate HVAC approval 🔹 4. Pre-Debrief Checklist Gather name, history, and call priority Review equipment age (especially 10+ years for TGL tagging) Check maintenance plan status Identify cross-trade & upsell opportunities Prepare TGL pitch: Comfort Upgrade option + advisor scheduling 🔍 Keywords: HVAC lead generation, equipment age script, tech-generated leads 🔹 5. Post-Debrief Checklist Document what was done Confirm payment and signatures Complete TGL form (with photos) if applicable Schedule return visit, quote follow-ups, or advisor visit Update CRM fully before leaving 🔍 Keywords: HVAC documentation SOP, technician CRM workflow, TGL close process 🔹 6. Equipment Age Check (TGL Process) Ask: “Is your system over 10 years old?” If yes: Tag 10+ in CRM Quote Comfort Upgrade Schedule Comfort Advisor within 24 hours 🔹 7. Comfort Upgrade Sales Script (For 10+ Yr Systems) “Your system is over 10 years old…” Explain repair vs. replacement pros/cons Offer Good/Better/Best options with financing If not a selling tech: “Let’s get a Comfort Advisor to go over your options…” If selling tech: educate first, then present investment levels 🔍 Keywords: HVAC sales training, 10+ year system replacement, HVAC comfort advisor script 🔹 8. Quality Standards Fix it right the first time Leave area cleaner than arrival Test systems before leaving Request 5-star review from happy customers 🔹 9. Customer Education = Sales Explain things in simple, clear language Use visuals, code compliance, safety points Educated customers are more likely to say yes — and refer others 🔍 Keywords: HVAC customer education, close rate HVAC, teaching customers benefits 🎓 Technician Test Included This training comes with a 15-question test  covering: SOP steps Upsell terms TGL process CRM documentation Customer scripting Pass it to earn your Service Tech Certification  badge! Field-tested HVAC service technician training with full SOP, upsell scripting, and certification test. Train your techs to drive $2K/day revenue, reduce callbacks, and generate TGLs. https://video.wixstatic.com/video/c06638_133aad3eb6814dceb67ef08e8fa910fd/1080p/mp4/file.mp4