If a customer's account is set up to invoice, orders will be entered in:
BOD
If a customer's account is set up with a card on file, orders will be entered in:
CS
A customer is at the Counter and orders a heat pump - what are the two most important pieces of information we need to properly enter the order?
tonnage SEER
If you needed to contact a manufacturer to inquire on warranty policies, where would you look in Trilogie?
VI (Vendor Inquiry)
If a customer approaches the counter and says they are there to pick up an order entered earlier in the day - how could you find the order in Trilogie?
OML (if you ordered it) or OI
If a customer orders a 3T straight A/C, what other equipment should you offer to add to their order, and why?
Furnace and coil
If a customer orders a 2-1/2T heat pump, what other equipment should you offer to add to their order, and why?
air handler
The compressor, also known as the ____ of the system is designed to take ____ refrigerant from the evaporator coil and turn it in to ____ refrigerant for the condenser coil. Why is the system designed this way?
heart
low pressure, low temperature - gas
high pressure - high temperature - liquid
compressors are only designed to accept gas and produce liquid. If liquid entered the compressor it would cause a mechanical failure.
Where in the system will you find superheated refrigerant?
leaving the evaporator coil
Where in the system will you find subcooled refrigerant?
leaving the condenser coil
In HVAC/R Terms, what is 1 ton equivalent to?
12,000 BTU
When wave picking, what should you enter at 1272 for the start location?
111
What is the difference between CPU and WCL?
CPU is when the customer is picking it up now
WCL is ordering ahead of time, so its staged in an area
We are in the process of phasing out this refrigerant ___
Why? ___
R22
Contains chlorine, which is bad for the environment and deletes the ozone.
If a contractor orders an 80% efficient furnace, and requests vent pipe, which type of pipe & fittings would you sell them?
Why?
B-Vent
The byproduct is so hot it would melt plastic
What are the most important pieces of information we can take from the PI screen of an item in Trilogie?
How much we sell monthly, how much we have now, where it is at and if we don't have it.