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<p>When customer calls, the below flow chart can be used to guide the caller.</p>
<p>Ask caller the following.</p>
*Company Name
* Job Name
*Location
*Phone Number
<p>Ask the customer if it is a replacement job or a new build.</p>
*If replacement job, ask for existing model number and determine if it is a roof top or split system
*If it is a new build, ask the customer if they need a roof top or split system
<p>'''If Roof Top''', determine the below if not obvious from model number.</P>
*Gas/Eelctric (Y), Electric/Electric (T), Heat Pump (W)
*Tonnage
*Voltage
*If Electric or Heat Pump, do they need a heat strip (how much)
*Do they need outside air (manual damper or economizer)
*If new job, do they need a curb?  If it’s a replacement job is the existing unit sitting on a curb (thus needing an adapter)
<p>'''If Split''', need to determine straight cool or heat pump.</p>
*If straight cool (TTA)
#Tonnage?
#Voltage?
#Do they need heat?  If so, gas or electric?
#If gas heat, 80% or 90% furnace?
#Upflow or downflow furnace?
*If heat pump (TWA)
#Tonnage?
#Voltage?
#Do they need heat, if so how much?
<p>Get email or fax to send quote to.</p>