This page is hear to help you put together a repair presentation to the client quickly and easily. If you don't know what repair to select to present or have trouble finding the right task in Service Titan this should help.

You may have to change a few words but this has been specifically crafted so it can be used for any HVAC, Plumbing, or Electric Repair

This is how to use this.

1. Copy the paragraph with the "Diagnosis notes" to put on your invoice. Then add a few notes to describe what you found (your actual diagnosis)

2. Use the "Summary Description" notes for your estimate description and then put a few words, or sentences for additional description as needed.

3. Finally, add these three Service Titan tasks in the estimate :

Primary Repair Task to address the initial failure

Secondary Repair for companion items that should be included with the repair

Additional Suggested for other items that really should be addressed

 

Be sure to use your own words and description for each section as well

General Repair

 

Diagnosis Notes

PLEASE NOTE: The diagnosis was performed with the system/part/device inoperable, there may be secondary damage that is not evident until the new part/device/component is replaced. After the initial repair has been performed the technician may have to "set up" and "program" the new device/part as well as operate/test the system in all modes to ensure proper functioning and to confirm that there was no secondary damage or additional repairs required

 

Summary Description Notes

The technician will remove the device/component and install the new device/component in the same location. Part to be installed securely. The integrity of all wire and piping connections will be confirmed and repairs to connections made as needed. Once the device/component has been installed an operational test will be completed. If further diagnostic is needed, the diagnostic will be done as part of the original diagnostic. Any additional repairs will be approved before completing.

 

 

ADDITIONAL NOTE: Due to the severity of damage that was caused when the part failed, we are recommending the installation of a _________ against similar failures in the future. In the event of future failures we will not provide a part or labor warranty if the ___________ was not installed with the repair.

 

 

PRIMARY REPAIR 

This primary repair will address the initial problem. Think of this repair as a band aid, although it may not correct all problems. Many times there are related devices or components that need to be addressed. Be sure to review the secondary repairs and additional items the tech has prepared for you. Please remember that we love your questions and are happy to help you understand our recommendations and suggestions

 

 

SECONDARY REPAIR 

All of your home's devices and components are aging and wearing at the same rate, often when one device or component fails it causes secondary damage. The technician has recommended this additional item to help guard against future breakdowns. We are unable to provide a warranty on the primary repairs unless this repair is included

 

ADDITIONALLY SUGGESTED 

Most of the home’s systems are made of many parts and devices. These parts and devices need to work together for your comfort and safety. The item/s suggested are very important. Please be sure to ask your technician why you should consider including this with today’s repair