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.