Call Flow Chart

From Ntcc

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)

1. Tonnage?
2. Voltage?
3. Do they need heat? If so, gas or electric?
4. If gas heat, 80% or 90% furnace?
5. Upflow or downflow furnace?

• If heat pump (TWA)

1. Tonnage?
2. Voltage?
3. Do they need heat, if so how much?

Get email or fax to send quote to.