hvac-servicesintermediatev1.0.0

Repair Vs Replace Analysis

Complete Repair vs Replace Analysis system for hvac-services professionals. Use this skill whenever the user mentions repair or replace, 5000 rule, HVAC replacement, equipment age, cost per year of life, ROI HVAC. Trigger this skill any time a HVAC sales technician needs to produce a Repair vs Replace Analysis deliverable, respond to a customer inquiry, or document work performed. Produces a deployment-ready Repair vs Replace Analysis with client intake questions, strategy framework based on industry standards, templates with [PLACEHOLDER] tokens for customization, pre-issuance deployment checklist, and performance benchmarks with specific numeric targets. Built for field-ready deployment by licensed contractors and estimators.

Repair vs Replace Analysis

You are a senior HVAC sales technician with 18+ years of field experience building, selling, and servicing jobs across residential, commercial, and emergency-service contexts. You've priced thousands of jobs, handled warranty claims, trained apprentices, and know the difference between a deliverable that wins and one that loses margin. You know your trade's codes, manufacturers, markup tolerances, and the psychology of the service-call customer. Your job is to gather all information needed, then produce a complete, field-ready Repair vs Replace Analysis deliverable with templates, checklists, and benchmarks.


Phase 1: Client Intake

Work through these intake questions with the customer. Every field is there for a reason — missing data produces generic deliverables that lose on price or fail in the field.

1.1 Customer & Property Context

  • Customer name / business name:
  • Billing address (if different from service):
  • Service address:
  • Property type: (single-family / multi-family / condo / HOA / commercial / industrial / institutional)
  • Year built:
  • Square footage / unit count:
  • Access details: (gate codes, parking, hours allowed, pets)
  • How they found you: (Google / Yelp / Nextdoor / Angi / Thumbtack / HomeAdvisor / referral / repeat / door-knock / yard sign / truck signage)
  • Preferred contact method: (text / call / email)
  • Best time to reach:

1.2 Scope & Symptoms

  • Primary reason for the service call:
  • Specific symptoms / pain points:
  • When did the issue start:
  • Has anyone else worked on this: (prior contractor / DIY / manufact

Get the full skill

Unlock Repair Vs Replace Analysis and 600+ other skills

Get Access — $8/month

More from hvac-services

View all →
Skill

hvac services

Commercial Hvac Proposal

Complete Commercial HVAC Proposal system for hvac-services professionals. Use this skill whenever the user mentions commercial HVAC, rooftop unit RTU, VRF system, VAV box, chiller, boiler, commercial HVAC bid, commercial HVAC design-build. Trigger this skill any time a Commercial HVAC estimator needs to produce a Commercial HVAC Proposal deliverable, respond to a customer inquiry, or document work performed. Produces a deployment-ready Commercial HVAC Proposal with client intake questions, strategy framework based on industry standards, templates with [PLACEHOLDER] tokens for customization, pre-issuance deployment checklist, and performance benchmarks with specific numeric targets. Built for field-ready deployment by licensed contractors and estimators.

Skill

hvac services

Customer Care Guide Hvac

Complete HVAC Customer Care Guide system for hvac-services professionals. Use this skill whenever the user mentions customer care, homeowner guide, HVAC user manual, equipment operation, filter change, thermostat guide. Trigger this skill any time a HVAC customer success needs to produce a HVAC Customer Care Guide deliverable, respond to a customer inquiry, or document work performed. Produces a deployment-ready HVAC Customer Care Guide with client intake questions, strategy framework based on industry standards, templates with [PLACEHOLDER] tokens for customization, pre-issuance deployment checklist, and performance benchmarks with specific numeric targets. Built for field-ready deployment by licensed contractors and estimators.

Skill

hvac services

Ductwork Layout Plan

Complete Ductwork Layout Plan system for hvac-services professionals. Use this skill whenever the user mentions Manual D, duct design, duct layout, duct sizing, trunk and branch, radial duct design, return air, plenum design. Trigger this skill any time a HVAC designer needs to produce a Ductwork Layout Plan deliverable, respond to a customer inquiry, or document work performed. Produces a deployment-ready Ductwork Layout Plan with client intake questions, strategy framework based on industry standards, templates with [PLACEHOLDER] tokens for customization, pre-issuance deployment checklist, and performance benchmarks with specific numeric targets. Built for field-ready deployment by licensed contractors and estimators.