Curriculum

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.

What You’ll Learn:
  • 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
Why This Matters:
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.
Don’t miss this opportunity to enhance your skills and earn recognition from one of the leading programs in the industry. Register now and join us in leading the charge toward a more energy-efficient future!

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

When strategically positioning side discharge products within your portfolio, it’s crucial to consider their unique value proposition alongside existing offerings. Assessing market demand and customer preferences can inform us where these products fit best, whether as complementary additions or standalone solutions.
This course discusses the elements of setting competitive pricing, thorough market analysis and understanding of production costs are paramount and balancing affordability with profitability, ensuring pricing remains attractive while covering expenses. Participants will investigate how effective promotion entails highlighting the benefits of side discharge products through targeted marketing campaigns across various channels, emphasizing their functionality, durability, and value proposition.

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

This certification course helps equip HVAC professionals with the knowledge and tools they need to balance commercial HVAC systems up to 25 tons, including Kitchen Exhaust and Make-Up Air systems.
Discover the importance of testing and balancing your installations. Recognize the opportunity to provide independent balancing services as more code officials, building departments and utility programs require certified balancing reports for both new construction, and replacement and renovation work.
This class is also ideal for facility management professionals and on-staff service techs who need to test and balance systems within their plants and commercial facilities.
NCI’s 3-day program gives the HVAC professional a comprehensive education on the airside testing and adjusting processes needed to maximize air delivery and overall performance. We start with the basics of pressure, temperature and air flow testing, and build up to more complex air balancing techniques.

Sales & Application Training

Duration

2 Days

Who Should Attend

Comfort Advisors and Selling Technicians 

Workshop Description

This course is a comprehensive educational experience that blends theoretical knowledge with practical application. It focuses on participants exploring the intricacies of system design. They will engage in hands-on activities, undertaking multiple design projects, including assessing heating and cooling loads, selecting appropriate equipment for the given requirements, and designing the ductwork necessary for efficient air distribution.
Moreover, beyond just the technical aspects, participants will also learn about the practical considerations involved in presenting these design options to homeowners. This involves not only understanding the technical specifications and benefits of different systems, but also being able to communicate these effectively to homeowners. Finally, the course incorporates the latest financing techniques, and participants will learn various ways of presenting financing options to homeowners as part of their overall system design proposal.
Participants will do a deep dive into system design and complete several designs in class, performing a heating and cooling load, selecting the equipment, and designing the duct work. Students will then practice presenting options to the homeowner while utilizing the latest financing techniques.

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

Learn how to diagnose and determine the delivered efficiency of any residential HVAC system. Gain new knowledge needed to perform accurate static pressure and temperature measurements so you can identify unseen causes of poor system performance. Explore NCI’s exclusive Heating System Performance Score (HSPS)© and Cooling System Performance Score (CSPS)© methods and reporting forms.
When conducting complete HVAC system performance diagnostics, you can know if your customer’s HVAC system is delivering the comfort and efficiency that they truly deserve.
NCI’s Residential HVAC System Performance certification course helps students gain the technical knowledge required to improve heating and cooling system performance, delight customers, and increase company profitability.

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

Do you want to provide your customers with the very best comfort and energy efficiency, as well as a safe and healthy indoor environment? It’s a known fact that typical air distribution systems across North America lose, on average, 43% of an HVAC system’s efficiency. Your customers don’t have to live with these substandard systems. Now you can provide real solutions!
Learn how to deliver high quality, profitable duct system renovations that really work! Set yourself apart from competitors by knowing how to optimize an existing duct system so it delivers the heating and cooling benefits the equipment was designed to provide. The process begins with a comprehensive evaluation of the existing duct system design, equipment sizing, and verification of real-time performance - not simulations based on assumptions.
You will then learn how to uncover air distribution upgrade opportunities to deliver the highest quality, comfort, and performance your customers want and are willing to pay for.
NCI’s Duct System Optimization certification course helps students gain the technical knowledge required to make every room in the house as comfortable as possible, delighting your customers, and increasing company profitability.

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

Students learn to unlock the secrets of carbon monoxide (CO) safety; discover how to spot the sources, causes, and dangers of CO; and master diagnostic procedures to safeguard against potential safety and health risks.
From recognizing symptoms of CO poisoning to advanced troubleshooting techniques, learn how to ensure occupant safety and heating system efficiency.
NCI’s comprehensive combustion performance and CO diagnostics processes ensure that gas or oil heating systems will operate safely and efficiently.
Gain the expertise needed to protect against deadly CO hazards, enhance heating system performance, delight customers, and boost company profits.

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

Everyone agrees that matched system components are critical to achieve proper HVAC system performance. So what happens when you combine the latest high-performance HVAC equipment with your grandfather’s old duct system?
Field research has proven that the typical ducted HVAC system only delivers 57% of the equipment’s rated capacity to the home. Why? Because the duct system installed during new construction years ago was not designed to operate with the HVAC equipment of today.
When actual total external static pressure measures 0.82” w.c. on systems designed to operate at 0.50” w.c., that’s the equivalent of Stage 4 high-blood pressure in your body! It’s time to get to the Emergency Room, stat!
NCI’s Airflow Testing & Diagnostics course helps students understand how to easily determine actual fan airflow using two simple tests - static pressure and direct airflow measurement using instruments like the TEC Digital TrueFlow® Grid. Using this approach, students learn how to pinpoint and resolve restrictions to fan airflow so their customer’s HVAC equipment can operate as designed.

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

HVAC and energy professionals are discovering the importance of testing and balancing their installations for maximum system comfort and efficiency. Many building departments and utility programs now require balancing reports. Your ability to air balance your customers’ HVAC systems will keep you ahead of the competition!
From initial inspection to publishing the final balancing report, this course will enable you to successfully complete a full residential air balance project. Learn to set system airflow and balance supply registers and return air grilles. Understand common obstacles to balancing and how to overcome them.
Prerequisites: Duct System Optimization or Residential System Performance attendance
NOTE: To qualify for NCI’s Certified Residential Air Balancer designation, participant must pass the exam and hold a current certification in either Duct System Optimization or Residential HVAC System Performance.

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

Building practices continually evolve with products and methods offering tighter construction and more energy-efficient homes.
Installers encounter duct work with wild swings in fan capabilities, much larger areas served per ton, difficult customer limitations on fan/duct location, highlight restrictive yet profitable IAQ devices, and so on. In addition, the traditional installation methods may not align with current residential design variables.
The Residential Design with Right Suite Universal workshop helps HVAC dealers do the math. This workshop is designed to train participants on utilizing Wrightsoft’s Right Suite Universal (RSU) software to account for variables in residential design, improving customer satisfaction, and reducing return service calls.

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

Customers are increasingly aware that indoor air quality (IAQ) may have a significant impact on their indoor comfort. For many homeowners, IAQ is not an accessory, but an essential need. As such, HVAC dealers who are trained to identify, evaluate, and resolve IAQ issues are more likely to seize and close these value- added sales opportunities.
By participating in this workshop, participants can learn about a wide variety of IAQ solutions, discover the tools necessary to improve overall customer satisfaction, and drive their HVAC business beyond heating and cooling services. This IAQ Principles workshop is designed to discuss IAQ concepts and the following: carbon monoxide awareness and monitoring, humidity control and removal, whole-home ventilation, HVAC filtration options, air and duct purification, ductwork essentials, methods to properly investigate IAQ concerns, techniques to analyze the IAQ data, and appropriate solutions to help achieve customers’ ideal comfort zone.
At the conclusion of the IAQ Principles workshop, participants should be energized, motivated, and prepared to assess indoor air management solutions with customers.


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

With qualified technician shortages on the rise, business owners are looking for an immediate source of well-trained, ready-to-work, technicians. This expertly constructed Fast Track Tech workshop is one of the most in-depth courses offered in our industry and the ultimate bootcamp for individuals excited about the opportunity to work in the HVAC field.
In the workshop, each participant receives training in areas specific to the “need to know” information of the Maintenance Technician and Installation Helper. Participants study the basic competencies of airflow, electrical, combustion, refrigeration, indoor air quality, and safety. At the end of the course, participants should be eligible to receive their EPA certification and become NATE-certified. This Fast Track Tech training also covers technician communication skills, flat-rate pricing, and Service Work.

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

In today’s digital age, a well-designed, highly functional website is crucial to the success of any business, including those in the HVAC industry. The HVAC Website & Conversions Workshop is an immersive course designed to help HVAC professionals optimize their website for maximum visibility, usability, and conversion rates. This workshop begins by understanding the role of a website in an HVAC business. Participants will learn about the importance of online presence and how it affects customer perception, engagement, and acquisition. The course will discuss the essential elements of a high-performing HVAC website, including design aesthetics, user experience (UX), and website content. Search engine optimization (SEO) will be a key focus of this workshop.
Participants will learn the basics of SEO, how it impacts website visibility on search engines like Google, and the steps to optimize an HVAC website for local SEOs. The workshop will delve into SEO strategies like keyword research, on-page optimization, link building, and mobile optimization. The workshop also extensively covers the topic of website conversions. Participants will learn how to create an effective conversion path on their website, the principles of effective call-to-actions (CTAs), and how to optimize landing pages for lead generation. The course will also touch on conversion rate optimization (CRO) techniques and tools to measure website performance and conversions.
Upon completion of this workshop, participants will not only be equipped with the knowledge and skills to design and optimize a high-performing HVAC website, but also understand how to leverage their website for lead generation and increased conversions. This workshop is ideal for HVAC business owners, marketing professionals, and anyone interested in understanding how to optimize a website for higher visibility and conversions in the HVAC industry.

SEO Lead Generation and Reporting

Duration

4 Hours

Course Description

As the digital world continues to grow, harnessing the power of SEO (Search Engine Optimization) for lead generation and understanding data reporting becomes increasingly important for HVAC businesses. The HVAC SEO Lead Generation & Reporting Workshop is a specialized course designed to help HVAC professionals effectively utilize SEO for generating leads and develop the skills necessary to report and analyze their marketing results. This workshop begins with an overview of SEO and its importance in lead generation. Participants will learn how to conduct keyword research, optimize on-page and off-page SEO, and understand the role of local SEO in reaching their target customers.
The course then transitions into the lead generation aspect of SEO, focusing on how to optimize website content, meta descriptions, and title tags to drive more traffic and convert visitors into potential leads. Participants will also explore the role of backlinking in lead generation and how a robust link-building strategy can increase website visibility and credibility. The second half of the workshop delves into reporting and analytics.
Participants will learn how to use tools like Google Analytics and Google Search Console to track website performance and user engagement. The course will cover key metrics to track, how to interpret these metrics, and how to generate SEO reports. Finally, participants will learn how to use these reports to inform their marketing strategy. They will understand how to analyze SEO data, extract actionable insights, and adjust their strategy based on the findings for continuous improvement. Upon completion of this workshop, participants will have developed the expertise to leverage SEO for lead generation and the skills to generate, analyze, and use SEO reports to inform their marketing strategy.

 

Marketplace Pricing

Duration

2 Days

Course Description

Proper pricing is the backbone of any successful business. In can often take weeks, if not months – sometimes a lifetime – to develop a fully integrated pricing strategy. The Marketplace Pricing workshop is designed to fast track this process.
Participants should walk away with a detailed understanding of how to read a profit and loss statement and how to departmentalize their business. They will be introduced to the residential replacement model and whether they should be using time and material or flat rate pricing. Finally, the workshop will help participants evaluate the value proposition and pricing strategies of a maintenance agreement program and determine how to incorporate it into their business.
In this workshop, participants are exposed to how to align pricing strategy with branding strategy. Since consumer buying habits have changed over the past decade, the workshop explains how to match pricing strategy with demand during the busy season and throughout the rest of the year.

Marketing Strategy and Budgeting

Duration

4 Hours

Course Description

In the increasingly competitive HVAC industry, having a strong marketing strategy paired with an effective budget can set a business apart. The HVAC Marketing Strategy and Budgeting class is an in-depth, specialized course designed to guide HVAC professionals in developing robust marketing strategies and efficient budgeting practices. The course covers both traditional and digital marketing channels, providing comprehensive knowledge on creating a balanced, integrated marketing plan that utilizes the strengths of both approaches. A key aspect of this class is the focus on marketing budgeting. Participants will learn about the importance of strategic budgeting, cost-effective marketing techniques, and how to allocate resources optimally across various marketing channels. The course will delve into the return on investment (ROI) concept, teaching participants how to measure the effectiveness of different marketing activities and adjust their budgets accordingly. In addition, participants will understand the significance of key performance indicators (KPIs) and analytics in guiding their marketing decisions and budget allocations.
The class culminates with participants creating their own HVAC marketing strategy and budget plan. This hands-on project will allow participants to apply what they’ve learned, providing them with a practical plan that can be implemented in their own businesses. Upon completion of this class, participants will be equipped with the knowledge and skills to create an effective marketing strategy and an efficient budget plan, ensuring that their HVAC businesses thrive in a competitive market.

 

HVAC Branding and Marketing Roadmap

Duration

4 Hours

Course Description

In today’s competitive market, establishing a strong brand presence and defining a unique selling proposition (USP) are essential for HVAC businesses to stand out from the crowd. The HVAC Branding and Marketing Roadmap course is designed to equip HVAC professionals with the knowledge and skills to develop effective branding strategies and identify compelling USPs. Throughout this course, participants will delve into the world of branding and explore how it applies specifically to the HVAC industry. They will learn the fundamental concepts of branding and participants will understand the importance of consistent and coherent brand communication across various marketing channels.
Participants will gain insights into market research techniques and customer analysis to identify the key differentiating factors of their business. They will explore strategies to leverage these differentiators to create a compelling USP that sets their HVAC company apart from competitors.

 

Branding Marketing & Lead Generation Roadmap

Duration

7 Hours

Course Description

This course is designed to equip HVAC professionals with the knowledge and skills to develop effective branding strategies and identify compelling unique selling propositions (USPs).
Throughout this course, participants will delve into the world of branding and explore how it applies specifically to the HVAC industry. They will learn the fundamental concepts of branding, including brand identity, brand positioning, and brand messaging. Participants will understand the importance of consistent and coherent brand communication across various marketing channels. The course will also focus on the development of a unique selling proposition tailored to the HVAC business.
Participants will gain insights into market research techniques and customer analysis to identify the key differentiating factors of their business. They will explore strategies to leverage these differentiators to create a compelling USP that sets their HVAC company apart from competitors.

 

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

This comprehensive training program is designed for HVAC professionals, including technicians, dispatchers, office personnel, and business owners/managers. The course aims to build a culture centered on maintenance excellence, driving efficiency, profitability, and customer satisfaction. Participants will learn how to create and price maintenance plans, understand key performance indicators (KPIs) for a successful maintenance program, and leverage cloud services to maximize operational performance.
By the end of this course, you will have a firm grasp of your business’s financial aspects, empowering you to make informed strategic decisions. This course is more than a standard financial basics class – it’s your roadmap to financial success in the HVAC industry.
Don’t miss this opportunity to invest in your business’s future – enroll today! In essence, this course will transform the way you view and manage your HVAC business finances, setting the stage for enhanced growth and profitability.

R32 Fact or Fiction Mastery

Duration

1 - 2 Hours

Who Should Attend

Anyone interested in HVAC Refrigerant

Workshop Description

Central to this course are three key concepts:

1) A2Ls and R32 refrigerant knowledge
2) The “True” Inverter Heat Pump experience, offering insights into the transformative potential of energy-efficient HVAC systems in addressing environmental concerns will meeting consumer demands for sustainability
3) The Internet of Things (IoT), illuminating the interconnectedness of devices and systems, and how harnessing this connectivity can drive innovation, efficiency, and new business models.
By delving into these topics, participants will emerge equipped with the knowledge and tools needed to navigate and lead in an area of relentless change.

Next Level of Profit

Duration

1 Day

Who Should Attend

Owners and Managers

Workshop Description

When you started an HVAC business, you had many of the same goals as any successful entrepreneur. One common goal was to increase the level of your company’s brand equity. Your company’s reputation (aka, brand equity) in the marketplace is often the difference between being successful or not.
If you agree that your company’s brand equity is one of the most important business assets you have, then you don’t want to miss any opportunity to harness that equity. Because when you harness brand equity, it can drive more sales.

Inventory Management for the Field Service Contractor

Duration

8 Hours

Who Should Attend

Owners; General Managers; Warehouse Managers, Inventory Managers

Workshop Description

Gain an essential edge in managing your field service inventory with our in-depth course specifically designed to empower field service business owners like you. This course tackles crucial aspects of inventory management, enabling participants to optimize operations, reduce costs, and enhance service delivery. Remember, without inventory tracking, you will not have complete and accurate financial and job costing reports.
From understanding the ins and outs of inventory tracking, including its advantages and potential pitfalls, to creating tailored inventory stocking lists, this course provides practical knowledge that you can apply immediately to your business. We take you through best practices in ordering procedures, replenishment strategies, and efficient vehicle restocking methods, ensuring you minimize downtime and overstocks while maximizing efficiency. Also, you will be equipped with the skills to effectively analyze inventory activity reports, enabling data-driven decision-making, and pinpointing areas for improvement.
One of the key highlights of this course is teaching how to optimize QuickBooks for inventory management, setting up inventory items, tracking purchases and sales, and generating insightful reports. This course presents a holistic approach to mastering inventory management, providing you with the tools, strategies, and insights necessary to streamline your inventory processes, improve service delivery, and boost your business’s bottom line. Enroll now and elevate your field service inventory management to new heights.

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

This course is designed specifically for HVAC contractors, diving deep into the fundamental financial principles you need to elevate your business. Whether you’re an experienced contractor or just starting, this course will give you the financial skills and understanding to take your business to the next level. Discover the skills to better manage your business finances, reduce costs, increase profit margins, and understand what your financial statements are telling you so you can make better business decisions. Throughout the course, you’ll: Discover the mechanics behind your company’s revenue generation, allowing you to spot opportunities for improvement and growth. Learn how to calculate your net profit per job, giving you the ability to optimize your operations and maximize profitability. Uncover the true meaning behind your gross margin figures, shedding light on your cost- effectiveness and business efficiency. Grasp the differences between profit and loss statements and balance sheets, gaining a holistic view of your financial position. Learn to quickly identify if your financial statements are incorrect, helping you ensure your business decisions are based on accurate data. Understand the roles and responsibilities of your bookkeeper and outside CPA, helping you manage these key relationships for the financial health of your business.
By the end of this course, you will have a firm grasp of your business’s financial aspects, empowering you to make informed strategic decisions. In essence, this course will transform the way you view and manage your HVAC business finances, setting the stage for enhanced growth and profitability.

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

Accurate financial statements are critical to gauge the health of a company, as well as to spot impending problems and take care of them before they become major crises. This course provides the tools to create accurate financial statements. Participants will discover the 12 major mistakes on profit and loss statements and balance sheets. More importantly, they’ll know how to fix those mistakes so that your company’s financial statements are accurate.
Participants should bring the following:

1. Previous year’s year-end profit and loss statement and balance sheet
2. The latest month-end profit and loss statement and balance sheet
3. The aging receivables and aging payables reports matching your latest month’s end profit and loss statement and balance sheet
4. The latest payroll report

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

Forge: Team Execution focuses on team development, from core trust to true execution. Over three days, this challenging course immerses professionals in the aspects of a high-performance team and team execution. This is a deep experiential training designed for business owners, entrepreneurs, executives, and managers to experience with their teams to enhance trust, communication, production, and understanding. Participants will be required to work with different personality types, which is designed to help each attendee become aware of their behavior in relation to building a high-performance team. When teams leave this program, they have clarity about how to operate better with the trust required to produce exceptional results. Over 50% of the program is outside and can accommodate physical limitations.
Team Execution is delivered in a completely different style than BOLD. The expectation is that each member already understands the level of accountability and performance required to excel in a Driven Leadership Program.

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

For most of us, it seems like we are constantly communicating. Whether it’s via email, text, phone conversations, in-person, or Zoom or Teams calls. Perhaps you hold meeting after meeting, with the goal of getting information to your team. And it’s not only at work – you spend time communicating with family, spouses, friends, service employees – you name it. You would think with so many opportunities to practice, this communication thing would be easy. Wrong. That misconception actually is the biggest challenge to communication.Most of us feel we are making all the right moves, yet we aren’t even playing. We have surrounded ourselves with more distractions than ever before, and nearly everything around us competes for our attention. We rarely give anything, much less our basic communication skills, the attention and focus they deserve.
The Advantage teaches you to be more self-aware of your communication style and its positive and negative impact on the teams around you. It helps you understand yourself and others as it relates to communication: How do you communicate under stress? How do you deal with conflict? What assumptions/judgments do you make? What are your core beliefs and values? How have culture, traditions, expectations, and experiences influenced these, and do you expect others to have the same beliefs and values? How do people perceive you? Do want to be right, or do you want a solution? Once you understand yourself, then we will drill down into understanding others by creating empathy and awareness - truly putting yourself in other people’s shoes and seeing things from their point of view. Only when you have self-awareness can you examine the core behaviors associated with functional and dysfunctional communication. Only when you have this clarity, can you truly begin effective communication, which helps develop stronger relationships. Are you ready to get off the bench and get into the game?

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.