🧰 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.