Curriculum
Three Must-Have Tools for Growth
Duration
4 hours
Who Should Attend
Owners, Operation Managers, Sales Managers, Selling Technicians, Comfort Advisors, TSMs
Side Discharge Heat Pump Sales and Application Course - Recognized as a Skilled Energy Heat Pump Comfort Advising Course by the Pacific Northwest National Laboratory (PNNL)
Duration
1 Day
Who Should Attend
Selling Technicians and Comfort Advisors, responsible for designing and quoting inverter systems.
Workshop Description
Our Side Discharge Heat Pump Sales and Application course has been officially recognized by the Department of Energy’s (DOE) Energy Skilled program, managed by the Pacific Northwest National Laboratory (PNNL). This recognition highlights the course as a premier training opportunity for Comfort Advisors and Sales Professionals in the HVAC industry, equipping participants with the skills needed for the clean energy transition.
Course Overview:
This comprehensive course offers a blend of theoretical insights and hands-on experience. Participants will dive deep into system design, working through multiple projects that involve assessing heating and cooling loads, selecting appropriate equipment, and designing efficient ductwork systems. Beyond technical knowledge, this course emphasizes practical sales skills—teaching participants how to communicate system benefits and financing options effectively to homeowners. Attendees will also explore financing techniques, ensuring they can present homeowners with cost-effective, high-performance solutions.
- Space Conditioning Heat Pump Types and Applications
- Compressor Stages and Sequence of Operations
- System Selection and Installation Best Practices
- Smart Thermostats and Controls
- Cold Climate Heat Pump Systems and Dual Fuel Configurations
- Key Considerations for Retrofitting Fossil Fuel Systems
- Sales Techniques, Customer Interactions, and Decision Guidance
- Preventive Maintenance Planning and Customer Education
The DOE’s Energy Skilled program recognizes training that aligns with critical Building Science Education (BSE) topics. Our course’s recognition signals that it not only delivers cutting-edge HVAC education but also prepares professionals for in-demand roles in the evolving energy landscape. Participants will leave with the technical expertise and customer-focused strategies they need to excel in today’s competitive market.
Maximizing Sales Utilizing Your Existing Customers
Duration
2 Days
Who Should Attend
Owners, General Managers, Operations Managers, Service Managers, Service Technicians
Workshop Description
The purpose and design of this program is to enhance the communication skills of technicians with a variety of focuses in mind: lead generation, IAQ sales. auxiliary sales, and maintenance agreement sales. These programs and processes have been proven as “best practice” techniques by some of our top performing companies in the nation. By teaching successful processes and integrating operations, the results are outstanding. Every year, millions of dollars of revenue have been left unaccounted for within our existing customer base across the nation. More can be gained from our customers and we can spend less on marketing to ultimately achieve higher net profit at years end.
Increasing Sales Through the Power of Process
Duration
2 Days
Who Should Attend
Owners, Principals, General Managers, Operations Managers, Sales Managers, Comfort Advisors
Workshop Description
This workshop is designed to offer a systematic and interactive approach to selling premium indoor comfort to consumers. Participants will learn to overcome the psychological impediments that often limit success. This course will offer you the opportunity to craft your own unique process which will include some of the latest HVAC sales tools, the “TA2PPED Into Success” sales process, and ways to differentiate you from other service providers. Participants leave this workshop energized, motivated, and committed to making immediate behavioral changes that result in higher closing rates, higher overall tickets, and a higher balance of high-efficiency and add-on product sales. This training is offered in-person for maximum affect and time to practice new skills.
Inverter System Sales
Duration
2 Days
Who Should Attend
Comfort Advisors and Selling Technicians
Workshop Description
Participants will walk away with a good understanding on the TA2PPED sales process, the importance of and how to perform a heating and cooling load, the basics of airflow and duct design, how to properly select a system, how to access all available rebates for the homeowner, and how to make the system affordable using financing. Participants will roleplay utilizing this model and learn the art of closing any deal.
HVAC Sales Onboarding Learning Terminology
Duration
6-8 Hours
Who Should Attend
Customer Service Representatives, Dispatchers, Service Technicians, Install Helpers
Workshop Description
This course will cover an extensive glossary of terms for a basic understanding of HVAC terminology.
How to Sell IAQ Everyday
Duration
2 Hours
Who Should Attend
Service Technicians, Selling Technicians, Lead Service Technicians, Install Technicians, Comfort Advisor Sales Managers, Service Managers
Workshop Description
Gain knowledge and skills to better help your customers with common IAQ issues and increase your earning potential. IAQ issues are common in homes, often the homeowner is unaware of them. HVAC systems can be improved to control pollutants, and technicians and comfort advisors are in a unique position to help customers identify issues before they become bigger problems. Increase the average ticket for each call. Attendees will learn to use a process-driven method of IAQ diagnostics and inspection to make the appropriate product/service recommendations based on relevant IAQ standards. This will include measurement tools and use of a workflow template/checklist. Sound like a lot? We will keep it simple!
The Three P’s (Positioning, Pricing, Promotion)
Duration
1 Day
Who Should Attend
Professionals responsible for pricing, purchasing, and promoting within your organization.
Workshop Description
Increase Sales and Opportunities with Daikin FIT
Duration
2 Days
Who Should Attend
Owners/principles, General Managers, Sales Managers, Marketing personnel, Sales personnel (novice - experienced), Technicians with sales responsibilities
Workshop Description
This Daikin FIT sales and opportunities training course is designed to help you in the home with real skills and techniques that work with your customers without compromising the opportunity. Sales is not about doing something to your customers, but for them. As sales professionals, our job is to serve the customer and provide quality information regarding the available options homeowners can consider. During this workshop, Russ Horrocks will help your team members understand how to build environments of success while providing the customer an exceptional experience they will be proud to tell their friends, family members, and neighbors about. This course is designed to provide your sales team members with the opportunity to ask Russ Horrocks any questions about situations they would like to see better results from. While Russ Horrocks can answer questions about the sales process, the real power of this course is understanding how to execute your process better. If it were simply about the process, everyone would produce the same results.
Drive Sales and Accelerate Profit by Delivering the Daikin Elite Buying Experience (Sales 101)
Duration
2 Days
Who Should Attend
Owners / Principals General Managers Sales Managers Marketing Personnel Sales Personnel (novice – experienced) Technicians with sales responsibilities
Workshop Objectives:
• Learn the self-limiting beliefs and headtrash that restrict you from achieving your potential
• Develop the mindset, intent, and approach to sales success that feels right and natural
• Apply communication techniques for having better conversations that advance the buying process
• Leverage tools and resources to engage and educate customers to discover why you represent the best value regardless of price
• Learn how to properly position the Daikin product line and your company’s value proposition in the stories you share with your customers
Workshop Description
The Daikin Elite Buying Experience is a one-of-a-kind system that will elevate your company’s status in the consumer’s mind as a “Trusted Authority” and differentiate your salespeople as “Trusted Advisors” to position your company and premium solutions first and foremost in the customer’s mind as offering the quality, value, reliability and uniqueness their desire. Creating a Buying Experience, IS NOT the same as selling. This is not a sales training course. What you will learn is unlike anything you’ve ever heard in the industry. You are embarking a journey that will allow you to change the way people think about your company and your products and consider you in a different light than other contractors that simply want to make a sale. You will love your job, earn people’s respect and appreciation, make a difference in people’s lives and make more money for your efforts.
Technical Communication and Selling Skills for Daikin Elite Dealers
Duration
2 Days
Who Should Attend
Owners / Principals General Managers Sales Managers Marketing Personnel Sales Personnel (novice – experienced) Technicians with sales responsibilities
Workshop Description
The goal of this workshop is to learn and role play communication process, social styles and personalities, how to get along well, how to improve building customer relationships to improve the brand. We also cover in depth the consumer behaviors interests, questioning technique, sales process and selling techniques, and how to use them all. Technicians will learn and have materials to use that can help them sell more equipment, create more leads, create more accessory sales, and sell more maintenance agreements.
Topics covered include:
Role of the Technician Mind Mapping – Attitudes and Focusing on Goals, Present
Personality – Social Styles – Dealing with People – How and Why
Understanding Effective Communication
Defining Selling Skills – 7 Skills
Understanding What Process in sales – how to sell by involving customers
Setting Goals and a Personal Plan
What is the Perfect Service Call Process
Defining The Questions to Ask a Homeowner – 12 Questions we Recommend
Dealer Foundation for Financing
Duration
2 Hours
Who Should Attend
Anyone that is uncomfortable offering financing or is interested in learning how to improve their financing offering.
Workshop Objectives:
• Understanding our personal bias
• Using technology to make consumer financing easy
• How to account for dealer fees
• Selling the payment plan concept
Workshop Description
Did you know:
• Up to 50% of home improvement jobs over $5,000 are financed.
• Successful implementation of consumer financing is much more than saying, “We offer financing.”
• HVAC contractors who offer consumer financing on a consistent basis tend to close more jobs and sell more high-efficiency systems.
This Dealer Foundation for Financing workshop is designed for smaller dealers who typically don't offer consumer financing. This workshop reveals the overriding financial state of a homeowner's budget, financial obstacles, and how to help those customers solve their credit challenges. Contractors are also exposed to how to set up Foundation Consumer Financing and process loan applications.
At the conclusion of this workshop, dealers should be able to confidently and seamlessly offer financing on every sales call.
High-Efficiency Sales Workshop
Duration
2 Days
Who Should Attend
Comfort advisors, selling technicians and anyone interested in the in-home selling process
Workshop Objectives:
• Creating a repeatable sales process
• Using In-Home Selling software
• Offering financing on every call
• Offering high-efficiency on every call
Workshop Description
This High-Efficiency Sales workshop is designed to offer a systematic and interactive approach to selling inverter and ePremium indoor comfort systems to consumers. With the "TAPPED into success" sales process, you can learn to overcome the psychological impediments that often limit success. This course will offer you the opportunity to craft your own process which will include some of the latest HVAC sales tools and industry leading product application knowledge. Participants often leave this workshop energized, motivated, and committed to making immediate behavioral changes that have resulted in higher closing rates, higher overall tickets, and a higher balance of inverter and ePremium system sales.
NCI Commercial Air Balancing
Duration
3 Days
Who Should Attend
Owner, Principal, General Manager, Operations Manager, Sales Manager, Comfort Advisor. Service Manager, Selling Technician, Lead Service Technician, Service Technician, Install Manager, Install Technician
Workshop Description
Sales & Application Training
Duration
2 Days
Who Should Attend
Comfort Advisors and Selling Technicians
Workshop Description
NCI Residential System Performance
Duration
2 Days
Who Should Attend
Owner, Principal, General Manager, Operations Manager, Sales Manager, Comfort Advisor, Service Manager, Selling Technician, Lead Service Technician, Service Technician, Fabrication Technician, Fabrication/Shop Manager, Install Manager, Install Technician
Workshop Description
NCI Duct System Optimization
Duration
2 Days
Who Should Attend
Owner, Principal, General Manager, Operations Manager, Sales Manager, Comfort Advisor, Service Manager, Selling Technician, Lead Service Technician, Service Technician, Fabrication Technician, Fabrication/Shop Manager, Install Manager, Install Technician
Workshop Description
NCI Combustion Performance & Carbon Monoxide Safety
Duration
3 Days
Who Should Attend
Owner, Principal, General Manager, Operations Manager, Sales Manager, Comfort Advisor, Service Manager, Selling Technician, Lead Service Technician, Service Technician, Fabrication Technician, Fabrication/Shop Manager, Install Manager, Install Technician
Workshop Description
NCI Airflow Testing & Diagnostics
Duration
1 Day
Who Should Attend
Owner, Principal, General Manager, Operations Manager, Sales Manager, Comfort Advisor, Service Manager, Selling Technician, Lead Service Technician, Service Technician, Fabrication Technician, Fabrication/Shop Manager, Install Manager, Install Technician
Workshop Description
NCI Air Balancing
Duration
1 Day
Who Should Attend
Owner, Principal, General Manager, Operations Manager, Sales Manager, Comfort Advisor, Service Manager, Selling Technician, Lead Service Technician, Service Technician, Fabrication Technician, Fabrication/Shop Manager, Install Manager, Install Technician
Workshop Description
Introduction to HVAC
Duration
2 Hours
Who Should Attend
Anyone desiring to learn some HVAC fundamentals
Workshop Description
The purpose of this course is to provide information and instruction on the basics of Heating, Ventilation, and Air Conditioning. (HVAC).
Residential Design with Right Suite Universal
Duration
2 Days
Who Should Attend
TSMs, Dealers
Workshop Objectives:
The Residential Design with Right Suite Universal workshop objectives include:
• How to setup Residential Suite Universal software to increase ease of use and decrease time it takes to do a design
• Using Right-Draw to turn dozens of steps of data entry into a few clicks of the mouse
• How to input a multi-story room-by-room building with mixed building materials in the fastest way possible
•Using CAD or PDF files along with RSU to eliminate the need for hand scale measurement
• How to automatically size your ducts to accommodate the system you plan to install
•Polishing and printing the finished product
Workshop Description
IAQ Principles Workshop
Duration
2 Days
Who Should Attend
Comfort Advisors, Technicians, Installers and anyone else interested in better understanding IAQ
Workshop Objectives:
The IAQ Principles workshop objectives include:
• Understanding the Science of Indoor Air Quality
• Identifying types of potential contaminants and conditions
• Identifying potential sources and causes
• Elements of dilution, absorption, filtration and mitigation
Workshop Description
Fast Track Tech™
Duration
2 Weeks
Who Should Attend
Technicians new to the industry looking to become maintenance technicians or installation helpers
Workshop Objectives:
The Fast Track Tech workshop objectives include:
• Creating Maintenance Technicians and Installation Helpers
• EPA certification
• NATE certification
• Electrical competency
• Combustion competency
• Refrigeration competency
• Airflow competency
• Safety Competency
• Necessary tools to perform the functions
Workshop Description
Residential System Performance + Residential Air Balancing
Duration
3 Days
Workshop Description
Students learn to discover and repair hidden safety, health, comfort, and energy-draining residential HVAC system defects through advanced diagnostic procedures. The higher average sales generated with this approach include high-efficiency residential equipment, accessories, installation supplies, and maintenance agreements - all year long. Students also learn to deliver greater comfort throughout the residence by eliminating hot and cold spots through applying professional air balancing techniques. This highly profitable service helps contractors comply with tighter local, state, and federal building codes.
Load Calculations in Wrightsoft Perfect Pitch
Duration
1 Day
Who Should Attend
TSMs, Dealers
Workshop Objectives:
The Load Calculations in Perfect Pitch powered by Wrightsoft workshop objectives include:
• Setting up Perfect Pitch software
• How to assess a building
• How to perform a building assessment for best accuracy and optimal sales results
• What to do when the load doesn't meet expectations
• Short cuts, tricks, common mistakes and limitations
Workshop Description
Identifying load calculations doesn't have to be challenging. This Load Calculations in Pitch Perfect® powered by Wrightsoft workshop provides the opportunity for HVAC dealers to receive expert training that helps differentiate themselves from the competition and demonstrates a company's value to your customers.
To improve customer satisfaction, reduce callbacks, and potentially decrease your liability, HVAC experts strongly suggest performing proper load calculations. In this workshop, participants are taught how to quickly and accurately perform a certified Manual J block, whole house, load calculation using Perfect Pitch- built on Wrightsoft’s Right Mobile Consultant platform.
Web Site & Conversions
Duration
4 Hours
Course Description
SEO Lead Generation and Reporting
Duration
4 Hours
Course Description
Marketplace Pricing
Duration
2 Days
Course Description
Marketing Strategy and Budgeting
Duration
4 Hours
Course Description
HVAC Branding and Marketing Roadmap
Duration
4 Hours
Course Description
Branding Marketing & Lead Generation Roadmap
Duration
7 Hours
Course Description
Be a Digital Dealer
Duration
2 Days
Course Description
Tired of chasing down technicians for customer checks or invoices? Comfort advisors or sales staff missing information about installations or not offering financing on every call? Or do you want to lead your market by having a business that is fully integrated from the time a customer finds you online to interacting with them after the sale? Then this course is designed to help you achieve your goals. We will discuss the importance of the digital age, how contractors are growing within this new element, and how you can learn to implement key processes into your business to help you achieve the “digital” status. We will cover several key elements, including accounting, website, field service management, and pre- and post-sale components.
Marketing Summit
Duration
1 Day
Course Description
Marketing can be confusing and expensive. Getting your message out to your market is harder today than ever before because of the numerous channels available to consumers. Today more than ever before, we are living in an experiential marketplace and need to understand the experience our customers are looking for.
Marketing Summit participants will work with experts to develop a marketing strategy for their company, including a branding strategy, customer profile strategy, media strategy, and messaging strategy for the services they provide. Once the overall strategy is developed, participants will identify the advertising resources that are available to them and decide on the resources that fit best into their budget.
All of this will be put into action as the Marketing Summit experts help to define the customer journey and how it fits into the overall customer experience.
TC-19 iTM Wago Commissioning
Duration
5 Hours
Prerequisites
NA
Course Description
This course covers commissioning of iTM WAGO.
TC-16 Daikin One+ Installation and Commissioning P1/P2
Duration
2 Hours
Prerequisites
NA
Course Description
This course covers the installation, setup, and navigation of the Daikin One+ thermostat to S21 and P1-P2 connections. Additionally, covers installation of the translation adaptor and pairing the mobile app with the Daikin One+ to control the thermostat remotely.
TC-8 iTM BACnet Commissioning
Duration
2 Days
Prerequisites
NA
Course Description
This course covers installation and commissioning of iTM BACnet Server, Client and WAGO BACnet/IP Controller Commissioning.
TC-7 iTM Commissioning
Duration
2 Days
Prerequisites
NA
Course Description
This course covers installation and commissioning, control function and auxiliary device control of iTM - the intelligent Touch Manager.
TLC-6 Light Commercial Systems DDC Controller
Duration
4 Hours
Prerequisites
NA
Course Description
This course covers the proper installation and commissioning of the Daikin iLINQ DDC controller
TLC-5 Light Commercial Base and High Efficiency Unitary Systems I&C
Duration
1 Day
Prerequisites
NA
Course Description
This course covers the proper installation and commissioning of the Daikin base and High efficiency Light Commercial Packaged and Split product lines including the iLINQ DDC controller T-Stat Mode, and options and accessories.
TC-20 VRV T-Series Water-Cooled I&C
Duration
1 Day
Prerequisites
NA
Course Description
This course covers the installation of Daikin VRV water-cooled indoor and outdoor equipment and accessories to include refrigerant piping, water piping, condensate piping and electrical wiring.
TC-15 VRV Maintenance Checklist
Duration
1 Hour
Prerequisites
NA
Course Description
This course covers the Daikin VRV Maintenance Checklist.
TC-10 VRV IV-S with FXTQ IDU
Duration
1 Day
Prerequisites
NA
Course Description
This course covers the installation of VRV IV-S with FXTQ and accessories to include Refrigerant Piping, Condensate Piping and Electrical Wiring.
TC-9 VRV Service & Troubleshooting Level 1
Duration
2 Days
Prerequisites
TC-5i, TC-5c
Course Description
This course covers the service and troubleshooting of VRV equipment product line includes basic operations of VRV, Service Manual Navigation, Service Checker, Component Diagnostics and VRV Simulators.
TC-5i VRV Installation Classroom
Duration
1 Day
Prerequisites
NA
Course Description
This course covers the installation of Daikin VRV indoor and outdoor equipment and accessories to include refrigerant piping, condensate piping and electrical wiring.
TC-5c VRV Commissioning Classroom
Duration
1 Day
Prerequisites
TC-5i
Course Description
This course covers the commissioing of VRV equipment product line to include the Pre-commissioning and System Commissioning Steps, set up of Selected Remote Controller and Outdoor Unit Field Settings, Outdoor Unit with Ducted Discharge Air & Indoor Units.
Worry-Free Comfort
Duration
6 Hours
Who Should Attend
Owners, Principals, General Managers, Operations Managers, Customer Service Representatives, Dispatchers
Workshop Description
R32 Fact or Fiction Mastery
Duration
1 - 2 Hours
Who Should Attend
Anyone interested in HVAC Refrigerant
Workshop Description
Next Level of Profit
Duration
1 Day
Who Should Attend
Owners and Managers
Workshop Description
Inventory Management for the Field Service Contractor
Duration
8 Hours
Who Should Attend
Owners; General Managers; Warehouse Managers, Inventory Managers
Workshop Description
Financials for HVAC Contractors 6 Hours
Duration
6 Hours
Who Should Attend
Owners, Principals, General Managers, Service Managers, Sales Managers, Comfort Advisors, Selling Technicians
Workshop Description
Exit Strategies for HVAC Contracting Companies
Duration
2 Days
Who Should Attend
Owners
Workshop Description
This course teaches the ability to create a comprehensive exit strategy and succession plan tailored to your specific needs. Participants will learn about the financial and legal aspects involved in the exit process, enabling informed decision-making and implementing strategies to maximize its worth. Additionally, participants will gain skill in identifying and nurturing potential successors, ensuring a seamless transition of leadership, and developing the competency in effectively communicating the exit plan to various stake holders and negotiating favorable terms during the exit process.
Daikin & Amana Elite Training Summit
Duration
2-1/2 Days
Who Should Attend
Owners, General Managers, Service Managers, Sales Managers
Workshop Description
In this interactive workshop, participants will delve into the intricacies of entrepreneurship, gaining a thorough understanding of what it truly means to be an entrepreneur. The focus will extend beyond theoretical concepts, as attendees actively engage in honing their skills to master the art of converting phone calls into valuable appointments. Then, through hands-on exercises and practical insights, participants will work on developing a strategic approach that not only secures appointments, but also transforms them into profitable sales. This workshop aims to empower individuals with the knowledge and tactics essential for navigating the entrepreneurial landscape, ensuring they not only establish meaningful connections but also drive tangible business success.
Creating Accurate Financial Statements
Duration
8 Hours
Who Should Attend
Bookkeepers, Controllers, Operations Managers, Owners
Workshop Description
Cash Flow Generator Process for Commercial Rooftop HVAC Systems
Duration
1 Day
Who Should Attend
Owners, General Managers, Sales Managers, Service Managers
Workshop Description
When addressing HVAC concerns, identifying the decision maker within an organization is crucial. Typically, this role falls upon facilities managers or building owners who oversee maintenance and operational decisions. Understanding their priorities, whether focused on cost efficiency, environmental sustainability, or occupant comfort, is key to tailoring proposals effectively. Once the decision maker is identified, assessing the current HVAC system’s efficiency becomes imperative. By conducting an energy audit and analyzing utility bills, potential areas for improvement can be pinpointed. In this course, participants will learn how to conduct a 23-point system evaluation, making note of any health or safety issues, and making recommendations based on these evaluations. Armed with this data, they will learn to craft a comprehensive proposal outlining the benefits, costs, and projected savings.
The Forge: Team Execution
Duration
2 1/2 Days
Who Should Attend
TSMs and Contractors
Workshop Objectives:
• Improved confidence in leadership decisions
• Clarity of purpose and abilities
• Knowledge of your personal brand
• Enhanced public speaking skills
• Leadership strategy implementation
• Creative problem solving skills
• An understanding of yourself and how to empower others
• Persuasion abilities
• An understanding of motivates you and others
• The ability to give and apply feedback
• Conflict management
• Renewed passion for work and life
Workshop Description
Profit on Purpose
Duration
2 Days
Who Should Attend
Business Owners, Principals, and Managers
Workshop Description
In this program, participants will examine the essence of entrepreneurship, gaining a profound understanding of what it truly means to embark on the journey of building and sustaining a successful business venture. Through a blend of theoretical insights and practical exercises, individuals learn to navigate the challenges and seize the opportunities inherent in the market. Furthermore, this program equips participants with the actionable strategies and tactics essential for driving tangible business results. With a focus on generating leads and maximizing conversion rates, participants will learn how to orchestrate a seamless process that transforms initial inquiries into lucrative sales.
Business Planning Bootcamp
Duration
1 Day
Who Should Attend
TSMs and HVAC Contractor Principles who are looking to bring their business to the next level
Workshop Objectives:
• How to set up a business Plan
• Leadership principles
• Self-assessment
• Get your mind right
• The residential HVAC business model
• Theoretical production analysis
• Strategic planning
• Building a scalable & sustainable business
• Your leadership team
Workshop Description
What if you could have the time, money and freedom that you’ve always wanted? Join us for an exclusive opportunity to dissect your unique business and create a roadmap to a higher quality of life! As a business owner, you deserve that! In the first half of this one day workshop, you will create a detailed review of your company’s capabilities, financial positions and the markets that you serve. After lunch, you will dive into the day-to-day operations of your company to establish specific Key Performance Indicators (KPI’s) for your business. Facilitated by experienced HVAC Trainers, you and your peers will discuss the impact these KPIs have on your daily operations, address current challenges and examine how adjusting small processes and behaviors can have a huge impact on your overall probability. Lastly, now that you have dissected your business, established your KPI’s and realized the impact they have on your company’s success, you will setup these KPIs to track on a daily, monthly and annual basis. You could leave this class with an established plan and a detailed process to facilitate success so you can have the time, money and freedom you deserve! Register today! Space is limited to the first 100 people to sign-up. To register, visit www.GoToSummit.com. Don’t miss your chance to attend this dynamic workshop!
The Advantage: Engaged Communications
Duration
2 1/2 Days
Course Description
Mastering Customer Connection: Skills and Strategies for Home Service Representatives
Course Description
This course offers an in-depth and interactive workshop to explore the intricacies of human interaction and what the “WOW” experience looks like. Participants will learn how to facilitate touch points that create long-term loyal customers and broaden the scope of the interaction to extend beyond the call and look at the relationship as a whole. Further, participants will be introduced to applicable tools to deal with difficult situations and the stresses of the role as a CSR and gain a deeper appreciation for the customer journey and the opportunity of the call.
Bold: Advanced Leadership
Duration
2 1/2 Days
Course Description
In today’s marketplace leaders need to be engaged, connected, aware and lead from a position of integrity. Leaders who connect with their employees have the opportunity to dominate their industries.
The "Bold: Advanced Leadership" workshop is a challenging course designed for top performing professionals who are ready to take their leadership skills to the next level. This is a hands-on, deep-dive, bootcamp style training. "Bold: Advanced Leadershi"' is NOT for everyone! It is specifically designed to take professionals from where they are, to where they want to be, in the shortest amount of time. Often clients refer to these three days as the toughest three days of their life…and they loved every bit of it.
This is not a fix-it class. Many managers want to send their least productive person to help them improve their performance. However, in most cases, we have found this practice to be counter-productive. Send your top employees to this training and get the benefits of having your best be at their best.
We intentionally limit this workshop's enrollment. We believe the smaller programs (16-18 people) are optimal. Register early as this training course fills up fast.
Customer Service Performer
Duration
1 Day
Course Description
What if you could have the time, money and freedom that you’ve always wanted? Join us for an exclusive opportunity to dissect your unique business and create a roadmap to a higher quality of life! As a business owner, you deserve that! In the first half of this one day workshop, you will create a detailed review of your company’s capabilities, financial positions and the markets that you serve. After lunch, you will dive into the day-to-day operations of your company to establish specific Key Performance Indicators (KPI’s) for your business. Facilitated by experienced HVAC Trainers, you and your peers will discuss the impact these KPIs have on your daily operations, address current challenges and examine how adjusting small processes and behaviors can have a huge impact on your overall probability. Lastly, now that you have dissected your business, established your KPI’s and realized the impact they have on your company’s success, you will setup these KPIs to track on a daily, monthly and annual basis. You could leave this class with an established plan and a detailed process to facilitate success so you can have the time, money and freedom you deserve! Register today! Space is limited to the first 100 people to sign-up. To register, visit www.GoToSummit.com. Don’t miss your chance to attend this dynamic workshop!
CC-9w A2L - R32 Refrigerant Fundamentals
Duration
1 Hour
Workshop Description
This course covers the chemical properties, safe handling, transport, and storage of R-32 refrigerant.
TRC-4 Daikin One + Installation and Commissioning (S21)
Duration
4 Hours
Workshop Description
Daikin One + installation and commissioning procedures. (S21)
TRC-8 ComfortBridge Communicating Technology
Duration
4 Hours
Workshop Description
ComfortBridge™ Communicating Technology installation, control algorithms, and CoolCloud™ HVAC App.
TD-7 Daikin Ductless Installation and Commissioning (Includes R-32)
Duration
8 Hours
Workshop Description
Daikin Single/Multi-Zone installation and commissioning procedures (Includes R-32).
TD-10 Daikin Ductless Service & Troubleshooting
Duration
8 Hours
Workshop Description
Daikin Single/Multi-Zone service and troubleshooting procedures. Daikin Ductless Basic Operation / Bluetooth® D-Checker / Troubleshooting Tools and Testing / Course Exercises.
TF-1 HVAC Physics, Concepts and Theory
Duration
60-90 Minutes
Workshop Description
This courses covers HVAC physics, concepts and theory.
TF-1.5 Basic Refrigerant Cycle
Duration
60-90 Minutes
Workshop Description
This course covers the basic refrigeration cycle and the functioning of the four major components, compressor, condenser, metering device and evaporator.
TF-2 Refrigerant Tools
Duration
60-90 Minutes
Workshop Description
This course covers the proper functions and limitations of common HVAC tools.
TF-4 Superheat and Subcooling
Duration
60-90 Minutes
Workshop Description
This course covers the proper methods for measuring and calculating evaporator super heat and condenser subcooling.
TF-5 HVAC System Diagnosis Fundamentals
Duration
60-90 Minutes
Workshop Description
This course covers how to accurately troubleshoot refrigeration cycle problems such as overcharge, undercharge, low evaporator air flow, metering device problems and others.
TF-3 Refrigerant Metering Devices
Duration
60-90 Minutes
Workshop Description
This course covers how to identify and understand the features and functions of various metering devices in order to apply it correctly in an HVAC system.
TF-6 Refrigerant Piping
Duration
60-90 Minutes
Workshop Description
This course covers good practices, specifications, and the correct construction of refrigerant piping in an HVAC system.
TF-7 Compressors
Duration
60-90 Minutes
Workshop Description
This course covers fundamental principles of design, operation operating theory and system interactions of various compressor types that are used in HVAC systems.
TF-8 Proper Refrigerant Recovery
Duration
60-90 Minutes
Workshop Description
This course covers proper procedures and equipment for recovering refrigerant from systems to meet applicable standards.
TF-9 Proper System Evacuation
Duration
60-90 Minutes
Workshop Description
This course covers proper procedures and equipment for de-gassing and de-hydrating HVAC systems.
TF-10 Refrigerant Charging Techniques
Duration
60-90 Minutes
Workshop Description
This course covers proper procedures and equipment for charging partially charged and completely empty HVAC systems.
TF-11 Burnout Clean Up
Duration
60-90 Minutes
Workshop Description
This course covers proper procedures and equipment for properly diagnosing and cleaning a HVAC system with a compressor motor burnout.
TF-12 Understanding Airflow
Duration
60-90 Minutes
Workshop Description
This course covers fundamental principles of design, operation operating theory and system interactions of various fan types that are used in HVAC systems.
TF-13 Basic Electrical Principles
Duration
60-90 Minutes
Workshop Description
This course covers how to identify, apply, illustrate and accurately define electrical concepts and components as they pertain to the HVAC industry.
TF-14 Gas Heating Fundamentals
Duration
60-90 Minutes
Workshop Description
This course covers how to apply, illustrate and accurately define concepts and operation of components as they pertain to gas heating and ventilation.
TF-30 Inverter Technology
Duration
60-90 Minutes
Workshop Description
This course covers how individual inverter components work to control motor speed.
TRH-3 Amana Brand 1&2 Stage Heat Pump Service & Troubleshooting
Duration
3 Hours
Workshop Description
Amana brand 1&2 Stage Heat Pump service and troubleshooting procedures.
TRH-4 Amana Brand 1&2 Stage Air Conditioner & Heat Pumps Installation & Commissioning
Duration
3 Hours
Workshop Description
Amana brand 1&2 Stage Air Conditioner & Heat Pump installation and commissioning procedures.
TRH-5 Daikin 1&2 Stage Heat Pump Service & Troubleshooting
Duration
2 Hours
Workshop Description
Daikin 1&2 Stage Heat Pump service and troubleshooting procedures.
TRH-10 Amana Brand AVZC20 Heat Pump Service & Troubleshooting
Duration
2 Hours
Workshop Description
Amana brand AVZC20 Inverter Heat Pump service and troubleshooting procedures.
TRM-8 Superheat & Subcooling
Duration
2 Hours
Workshop Description
Technicians will learn the fundamentals of superheat and subcooling and how to use these techniques to diagnose system problems.
TRM-7 General Combustion Priniciples
Duration
3 Hours
Workshop Description
Principals of gas combustion, various types of venting, dangers of carbon monoxide.
TRM-6 Compressor Diagnostics
Duration
2 Hours
Workshop Description
Technicians will learn how to properly diagnose compressor failures and the underlying causes of early compressor failures.
TRM-5 Wiring Diagrams for Technicians
Duration
2 Hours
Workshop Description
This course is an introduction to wiring diagrams, symbols, and basic circuits.
TRM-3 Multi-Speed and Variable Speed ECM Motors
Duration
2 Hours
Workshop Description
Operation and construction of all types of motors used in HVAC, including Induction, ECM (constant volume), and EEM (constant torque). It also covers troubleshooting and service of these motors.
TRM-2 Evacuation & Charging
Duration
2 Hours
Workshop Description
This course teaches the proper techniques, tools, and equipment used for evacuation and charging of HVAC systems. Technicians will learn how to charge by weight, superheat, and sub-cooling.
TRM-1 Air Distribution Troubleshooting
Duration
2 Hours
Workshop Description
Instructs technicians on how to analyze air distribution systems and make adjustments to enhance system performance. This training also covers static pressure measurement, CFMs, and system capacity. In addition, the course is intended to instruct technicians on methods used to determine proper system airflow. Does not teach duct design.
TRC-6 BTSDL - Bluetooth Shared Data Loader
Duration
1 Hour
Workshop Description
Bluetooth® Shared Data Loader (BTSDL01) setup and loading of shared data onto ComfortNet® and ComfortBridge™ equipment.
TRC-2 UT-3000 Zoning Control
Duration
2 Hours
Workshop Description
UT-3000 Zone Control installation and commissioning procedures.
TRP-20 Multi-Position Ultra Low Nox Package Unit Installation and Commissioning
Duration
3 Hours
Workshop Description
Multi-Position Ultra Low Nox Package Unit installation and commissioning procedures.
