Resources

Company Card (Workiz) Policy

This card is provided to support field work. It is a privilege, not a personal benefit.

How to pull a new permit for HVAC replacement

Why We Track Marketing-Generated vs Marketing-Influenced Leads

CSR INDOOR AIR QUALITY CALL SCRIPT

Qualify Indoor Air Quality leads correctly, route them to the right party, and protect technician time while creating a clear, calm experience for the customer.

SMS Campaigns

Tagging Leads In Workiz

Lead tagging in Workiz is used to organize, prioritize, and track leads consistently across the team. Tags should be applied as soon as a lead is created or reviewed.

Handling the Slow Season as an HVAC CSR

The slow season is an opportunity for growth, preparation, and connection. By focusing on customer relationships, education, organization, and skill-building. Customer Service Representatives play a vital role in strengthening the business year-round.

EWC BMPlus Zone Board + URD Dampers + DAPC

This SOP defines the required installation, wiring verification, configuration, and commissioning process for a GE Connect system paired with an EWC BMPlus zone controller, EWC URD dampers, and a DAPC static pressure controller.

Daily Workiz Checklist – Service Manager & Dispatch

This checklist defines the daily reports and reviews that Service Managers and Dispatch must complete in Workiz to ensure jobs are properly closed, revenue is captured, customers are billed correctly, and nothing slips through the cracks.

Warehouse Warranty Process – Technician SOP

This process ensures warranty parts are tracked correctly, credited properly, and never lost in the warehouse. Warranty failures are only recoverable if they are communicated, documented, and labeled.