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Furnace replacement form

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RayWohlfarth
RayWohlfarth Member Posts: 1,552
Does anyone have a form they use when replacing a residential furnace or AC? I saw one once where they had drawings where the salesperson could fill in dimensions? Thanks
Ray Wohlfarth
Boiler Lessons

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  • EdTheHeaterMan
    EdTheHeaterMan Member Posts: 8,166
    edited January 2023
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    Doc Rusk had a course I took back in the day. The form was there in the old binder that I got when I took the seminar. I wish I knew where that binder is now.

    Edward Young Retired

    After you make that expensive repair and you still have the same problem, What will you check next?

  • RayWohlfarth
    RayWohlfarth Member Posts: 1,552
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    Lol I ask myself the same question everyday 
    Ray Wohlfarth
    Boiler Lessons
  • EdTheHeaterMan
    EdTheHeaterMan Member Posts: 8,166
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    It was a seminar on "How to run a HVAC business". the basic point was How to get started in the Service Agreement business". The number you needed to crunch to figure out how to price the different plans. there were over 20 different service agreements in that binder, all printed from an office copy machine on different colored paper. Heat pump, Oil furnace, Gas furnace, Air conditioner, Oil boiler, Gas Boiler, even separate ones for steam boilers. And there were different levels of coverage from maintenance only to discount to full parts and labor coverage. He has a very logical approach to making up that price.

    The second day was all about selling new equipment and there was 4 different furnaces on a 17 x 11 sheet of paper folded in half. Side one was customer info. Page 2 & 3 was all the whole house Load calc info with a place to draw the house and answer the U factor questions. (Load calc was done back at the office before computers) Then the last page was the 4 different furnaces Up, Down, Horizontal and Low Boy or basement furnace. Even had smoke pipe size. I recall, forgetting that all the time.

    Edward Young Retired

    After you make that expensive repair and you still have the same problem, What will you check next?

  • GGross
    GGross Member Posts: 1,105
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    @RayWohlfarth

    You mean you don't just quote a number and then send the guys in blind to do a changeout?! :D
  • EBEBRATT-Ed
    EBEBRATT-Ed Member Posts: 15,833
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    LOL. Do what the other companies do. Throw a dart at the wall.
  • RayWohlfarth
    RayWohlfarth Member Posts: 1,552
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    @GGross LOL exactly
    @EBEBRATT-Ed LOL tanks Ed
    Ray Wohlfarth
    Boiler Lessons
  • RayWohlfarth
    RayWohlfarth Member Posts: 1,552
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    I made up a form You are welcome to see it
    Ray Wohlfarth
    Boiler Lessons
    GGross