Standard Operating Procedures for HVAC Service Calls

What You’ll Learn:

• Proper arrival and parking strategies near customer properties
• Professional door approach and customer greeting techniques
• Company policy on shoe covers and protecting client property
• Effective customer communication and expectation setting
• Systematic diagnostic procedures and troubleshooting methods
• Building trust and rapport with homeowners
• Equipment location assessment and initial system evaluation
• Callback prevention strategies through thorough diagnostics
• Working with property management vs residential clients

This video covers Standard Operating Procedures for HVAC Service Calls from dispatch to diagnosis, including real-world tips on doorbell cameras, parking etiquette, thermostat checks, air handler location, and maintaining professionalism throughout the service visit.

Perfect for new HVAC technicians, apprentices, and experienced techs looking to refine their service call workflow and customer service approach.