Call Flow Chart
From Ntcc
(Difference between revisions)
(Created page with '<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 cus…') |
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*If replacement job, ask for existing model number and determine if it is a roof top or split system | *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 | *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> | + | <p>'''If Roof Top''', determine the below if not obvious from model number.</P> |
*Gas/Eelctric (Y), Electric/Electric (T), Heat Pump (W) | *Gas/Eelctric (Y), Electric/Electric (T), Heat Pump (W) | ||
*Tonnage | *Tonnage | ||
| Line 15: | Line 15: | ||
*Do they need outside air (manual damper or economizer) | *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) | *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> | + | <p>'''If Split''', need to determine straight cool or heat pump.</p> |
*If straight cool (TTA) | *If straight cool (TTA) | ||
#Tonnage? | #Tonnage? | ||
Current revision as of 16:50, 19 August 2011
When customer calls, the below flow chart can be used to guide the caller.
Ask caller the following.
- Company Name
- Job Name
- Location
- Phone Number
Ask the customer if it is a replacement job or a new build.
- 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
If Roof Top, determine the below if not obvious from model number.
- 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)
If Split, need to determine straight cool or heat pump.
- 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?
Get email or fax to send quote to.
