Demo
List of Contacts
Name | Title | Phone |
Bill Powers | President | O: 847-885-5201 C: 708-906-0239 |
Inna Tsenver | VP of Finance & Ops | O: 847-885-6437 C: 847-736-8828 |
Mark Eberley | VP of National Accounts | O: 847-885-6438 C: 612-275-1660 |
Tom Bonnel | VP of Sales | O: 847-885-6422 |
Paul Loser | Director of Field Services | C: 817-614-4573 |
Ada Malstrom | Director of Client Services (RFCs) | O: 800-416-4822 |
Judy Dluzen | Director of Finance | O: 847-882-4576 C: 847-204-6806 |
Lisa Schmidt | IT Business Analyst | 800-886-7667 |
Beth Kwasinski | Tech Liaison | O: 877-896-4010 C: 847-971-2476 |
Dave Klein | RFC Supervisor | O: 800-416-4822 C: 630-930-9012 |
Lead Tech | Region | Phone |
Stan Mowry | 1 | C: 215-806-7686 |
Rich Dotson | 2 | C: 313-549-7398 |
Kyle Parker | 3 | C: 816-616-5779 |
Leah Petit | 4 | C: 602-703-5641 |
Marvin Holt | 5 | C: 469-585-0828 |
Steve Hayden | 6 | C: 909-373-5199 |
Floyd Buttrell | 7 | C: 480-404-1037 |
Frank Hallman | 8 | C: 215-430-1566 |
Phil Rine | 9 | C: 317-869-8713 |
Dave Harty | 10 | C: 763-452-8764 |
Account Manager | Accounts | Phone |
Jason Casas | Home Depot | O:855-258-2251
C:630-400-7551 |
Jeremy Randle | Target | O: 800-251-8216
C: 224-203-0757 |
Melissa Davito | Foot Locker | O: 800-251-8216 |
Meghan Hagy | A’Gaci
Journeys Jarman Shi Underground Rainbow/579 Lucky Brand Calvin Tommy Hilfiger Van Heusen |
O: 800-416-4822
C: 847-370-6829 |
Jon Pearson | At Home
Catherine’s Lane Bryant Kirkland’s |
C: 785-925-1003 |
Beth Haymes | Ulta
Chico’s White House/Black Market PacSun |
O: 855-258-2255
C: 847-254-6382 |
Holly Borens | Abercrombie & Fitch
H&M Murphy Oil Sally Beauty Spencers True Religion Sunglass Hut Pearle Vision Sears Optical Lenscrafters |
O: 855-258-2251 C: 847-561-7956 |
Danielle Schmitz | Dollar General
Mattress Firm |
O: 800-251-8216
C: 224-688-8508 |
PM PROCESS
The following is an outline of how a pm should be completed.
- Arrive at store and read the COP
- Make sure you pay attention to the customer’s specific requirements.
- Call your RFC and report that you have arrived at the store.
- Call and check in on service channel or IVR if required per COP
- If you have questions about the COP or what all you are supposed to do, make sure you discuss it at this time with your RFC.
- Go into store and introduce yourself to the store manager and tell them what you are there for.
- While in the store go check the T-stats for proper settings.
- If the COP says to clean the return grills you should do this first.
- Put the blower in the on position, get your shop vac and vacuum all the dirt off of the return grill. This even means if the grill is above the ceiling attached to the duct work. (Make sure you have a long enough extension on your shop vac to reach those high hard to reach returns.) Once you are done with this put the blower back on auto position.
- Take a picture of the clean returns and attach to pm form.
- Gain Access to the roof.
- This may be as simple as putting up a ladder or you may have to check into security.
- Power the unit off.
- Note the Make, Model, and Serial numbers of all units.
- Take pictures of unit and data plate.
- Remove necessary Panels
- Remove dirty filters.
- Brush clean Evaporator coil.
- Install new correct size filters (make sure you date the new filters)
- Check the condensate drain pan. Clean as needed.
- Clean the P-trap and insure there is good water flow.
- Visually look for any signs of refrigerant leaks.
- Visually inspect all wiring. Look for wires that may be burnt or disconnected.
- Visually inspect all contactors. Look for signs of overheating or burnt contacts.
- Visually inspect the condenser fan motors. Look for condition of fan and play in the shaft.
- Check the belt for wear and proper adjustment.
- Check the blower for cleanliness.
- Check the blower bearings. Lubricate if required.
- Check all pulleys for wear and alignment.
- Install gauges on first and second stage compressors.
- Apply power to the unit and turn the blower on.
- Watch for unusual vibration and noise.
- Reinstall blower and filter panels
- Turn on the first stage compressor.
- Let unit run for a few minutes
- Note the pressures of this compressor.
- Watch the condenser fan motor for any unusual vibration or noise.
- Note supply and return air temperatures
- Turn on the second stage compressor.
- Let unit run for a few minutes
- Note the pressures of this compressor.
- Note supply and return air temperatures
- Note the amp draw on all compressors, condenser fan motors, and blower motor.
- Check all contactors for a voltage drop across the contacts. Note any voltage drops
- Cycle unit down to an off position.
- Visually inspect the heat exchanger for any holes or cracks.
- On gas units check for cleanliness of burners. If dirty, remove and clean burners.
- Visually inspect the inducer blower for any obstructions.
- Turn on first stage heat.
- Watch for proper sequence of operation.
- On gas units watch for any flame rollout.
- On gas units, listen to the inducer motor for any unusual noise or vibration
- Note supply air temperature
- Turn on second stage heat.
- Note supply air temperature.
- Power unit down.
- Reinstall all panels.
- Insure that 100 percent of the screws are in place. (no missing screws)
- Pick up and dispose of any and all trash around unit.
- Dispose of old filters in the proper trash receptacle.
- Step back and look over the work site.
- Note any type of problems around the unit such as roof condition, curb condition, broken conduit.
- Insure the entire work site is in good condition.
- Complete all paperwork. PM forms, work ticket, and quote if needed.
- Make sure all paperwork is sent to the office. (tech incoming)
- Check out with security if you had to check in. (make sure you get your licenses back)
- Return to store.
- Meet with store manager.
- Tell the manager that their pm is complete. If there is a problem with any units, let the manager know that you will be sending a quote for additional repairs. DO NOT go into any detail about work that was done or needs to be done. It is simply, “We will submit a quote for repairs.”
- Get the store managers signature on all necessary paperwork.
- Return to your vehicle.
- Call and check out on service channel or IVR if required per COP
- Call your RFC and report that this job location is complete.
- Travel to next location.
Updated 9/18/14 by Paul Loser
STANDARD PM SCOPE
AVERAGE COMPLETION TIME: 30 min per unit*START:
- Confirm scope of work in COP by customer (anything excluded/additional?)
- Take pictures of all data plates (attach to PM FORM if required)
- Confirm accurate equipment listed (use full model & serial #’s)
- Verify unit operations in heating/cooling (by season)
Quarter | Season | Months |
Q1 | Winter | Jan-Mar |
Q2 | Spring | Apr-Jun |
Q3 | Summer | Jul-Sept |
Q4 | Fall | Oct-Dec |
INSTALL:
- Filters (remember to date)
CLEAN:
- Drain pans and drain lines
CHECK/INSPECT:
- Safety controls
- Pulley alignment
- Belt tensions
- Thermostat operation/settings
- Electrical components & tighten connections
- Equipment & piping for refrigerant leaks
FINISH:
- Secure all panels properly
- PMX – refer to COP for specifics (customer restrictions)
- Quote repair recommendations (same day preferred, 24h max)
STANDARD PROCEDURES
Best Practices:Check your Tech Cop when arriving at store to review customer tendencies and scope of work
Always check for PMs due in the area when you are onsite for service call
If onsite to perform Service Call and PM, please enter travel on the service call ticket and not the PM ticket
Every day procedures:
You must check in and out with your RFC when traveling, arriving, and leaving a job.
New units require completed pictures and must be sent and approved by lead before leaving job.
Commute Time:
Morning: up to 1 hr travel to your first job or first work destination will be your commute time and will be unpaid. Any time spent traveling after the first hour will be paid and should be charged to your first job.
Travel Home: When leaving your last job if you travel more than 1 hr you will put this time on your “travel home ticket.” If you travelled less than 1 hour to get home you do nothing as this is your commute time.
Quotes:
Must be completed onsite before closing out service call (Time spent writing quote should be added to service ticket)
If you need to research parts or if permits are required, please contact your Lead and RFC.
If quoting to replace unit, you must fill out “Unit Replacement Check Sheet” and provide hard copy of manufacturer quote and crane quote.
Labor should include estimated time to pick up parts.
Do not include travel home on your quote as when you finish quoted work you will either put your travel on to your next job or your “travel home ticket” if necessary. (If this is your last job your first hour travel home will be your commute time.)
DOWNLOAD SHORT COP
Click the link below to download the Q2 short COP:Short COP
579
Rainbow, Rainbow Kids, 579 | |
SERVICE REQUIREMENTS | |
NTE Service Limits | Labor: 3 hrs Materials: $20 (up to) |
Check IN/OUT Procedures | OSR (Outside Service Report) Required for all work performed.
Store personnel has form |
Special Quote Requirements![]() |
Repair quotes only. Do not like to replace. |
Take pictures for coil clean quotes | |
GENERAL CUSTOMER REQUIREMENTS | |
Type of thermostats and settings | Any |
Replacement unit procedures | |
Customer tendencies | |
PM SCOPE | |
QUARTERLY
Time Allowed: 1.25 hrs |
STANDARD PM (ALL) |
PMX ALLOWANCE | Call office for approval – Acct Mgr |
Abercrombie & Fitch
Abercrombie & Fitch | |
Store List: Abercrombie & Fitch, Abercrombie, Hollister, Gilly Hicks | |
SERVICE REQUIREMENTS | |
NTE Service Limits | Labor: 4 hours Materials: up to $100
Call for additional approval |
Check IN/OUT Procedures (must call every time) | FACILITY SOURCE (Work order# listed in call) Must call from a store phone! (new) Phone: 8-100-5151 Pin: 1618 EMS Phone: (614) 318-1741 |
CUSTOMER REQUIREMENTS | |
Thermostat: (type/settings) | No preference. Most locations controlled by EMS. |
Replacement Units | Corporate will sometimes buy the equipment and ask us to install it but we will usually have to provide the equipment ourselves. |
Customer Tendencies | N/A |
PM SCOPE | |
QUARTERLY
Time Allowed: 1.5hr |
STANDARD PM + pan tabs |
2nd QTR (Spring)
Time Allowed: 2.5hr |
Belts & Brush Coil Clean & Rinse |
4th QTR (Fall)
Time Allowed: 2.5hr |
Brush Coil Clean & Rinse |
PMX ALLOWANCE | Call office for approval |
Aerial Beauty
Aerial Beauty *ALL SVC WORK* – MUST CALL ONSITE FOR APPROVAL IF MORE TIME or MATERIALS ARE NEEDED |
|
Sally, West Coast Beauty, Barnum Beauty, Cosmo Prof, Aerial Beauty | |
GENERAL CUSTOMER REQUIREMENTS | |
NTE SERVICE LIMITS | Labor (including Travel): 3 hrs MUST CALL ONSITE FOR APPROVAL IF MORE TIME or MATERIALS ARE NEEDED |
Check IN/OUT Procedures | Sign In & Out – Store Log Sheet |
Special Quote Requirements | Provide unit info and replacement option if quoting repair on unit 10+ yrs. If multiple units 10+ yrs, quote to replace all, prefer to save on cost. |
GENERAL CUSTOMER REQUIREMENTS | |
Thermostat: (type/setting) | Honeywell Commercial Vision Pro 8000 M#TH8320-U1008 or M#TH8110U1003 |
SET PROGRAMMABLE A/C:
Constant @ 74′ w/ 3hr override |
|
SET PROGRAMMABLE Heat:
Constant @ 68′ w/ 3hr override |
|
For Tstat programming guide | |
Replace like for like. Exception: NO TRANE, unless it is the least expensive option.
Manual economizers preferred. Quote Honeywell 8000 for stores w/o one currently |
|
Call office | **********WANTS QUOTES IN 24 HOURS*********** Check ALL units (service calls) record M# and S# Units 10+ yrs quote replacement option Include condition of unit/major components |
Replacement unit procedures | **********WANTS QUOTES IN 24 HOURS*********** Check ALL units (service calls) record M# and S# Units 10+ yrs quote replacement option Include condition of unit/major components |
Customer Tendencies | NONE |
PM SCOPE – NO PM PROGRAM | |
QUARTERLY | |
PMX ALLOWANCE |
A’GACI
A’GACI | |
SERVICE REQUIREMENTS | |
NTE SERVICE LIMITS | Reg Labor: 3hrs ER Labor: 3hrs Call for additional approval onside |
Check IN/OUT Procedures | SERVICE CHANNEL:
Phone: (516) 394-8400 Pin: 50412 Opt #1: 100% complete Opt #2: Submitting Quote |
Special Quote Requirements | |
GENERAL CUSTOMER REQUIREMENTS | |
Thermostat: (type/settings) | |
Replacement Unit Procedures | |
Customer Tendencies | Want their quotes quick and approved work done quickly. |
PM SCOPE | |
PM | N/A |
PMX ALLOWANCE | N/A |
At Home
At Home | |
SERVICE REQUIREMENTS | |
NTE SERVICE LIMITS | Unique to each job, start with 3 hour limit. Call for additional approval onsite |
Check IN/OUT Procedures | SERVICE CHANNEL:
Phone: (516) 394-8400 Pin: 50412 Opt #1: 100% complete Opt #2: Submitting Quote |
Special Quote Requirements | If unit is 15+ yrs and major component failure, quote replacement option. |
GENERAL CUSTOMER REQUIREMENTS | |
EMS: (type/settings) | EMS 972-578-0505 |
A/C = 72′ | |
HEAT = 75′ | |
Replacement Unit Procedures | Prefers to do customer supplied Lennox, but will consider another Manufacturer for cost savings — to avoid needing a curb adapter or gas/elec hook ups. |
Customer Tendencies | Budget conscious, want generic parts.
Call Jon Pearson (785) 925-1003 for anything unique, need roofer, electrician, plumber, etc. |
PM SCOPE | |
PM | NO PM CONTRACT YET |
PMX ALLOWANCE | NO PMX AS NO PM CONTRACT YET |
Barnum Beauty
Barnum Beauty *ALL SVC WORK* – MUST CALL ONSITE FOR APPROVAL IF MORE TIME or MATERIALS ARE NEEDED |
|
Sally, West Coast Beauty, Barnum Beauty, Cosmo Prof, Aerial Beauty | |
GENERAL CUSTOMER REQUIREMENTS | |
NTE SERVICE LIMITS | Labor: 3 hrs (including travel) Call in for additional approval – including materials |
Check IN/OUT Procedures | Sign In & Out – Store Log Sheet |
Special Quote Requirements | Provide unit info and replacement option if quoting repair on unit 10+ yrs. If multiple units 10+ yrs, quote to replace all, prefer to save on cost. |
GENERAL CUSTOMER REQUIREMENTS | |
Thermostat: (type/setting) | Honeywell Commercial Vision Pro 8000 M#TH8320-U1008 or M#TH8110U1003 |
SET PROGRAMMABLE A/C: | |
Constant @ 74′ w/ 3hr override | |
SET PROGRAMMABLE Heat: | |
Constant @ 68′ w/ 3hr override | |
Call office | for Tstat programming guide |
Replacement unit procedures | Replace like for like. Exception: NO TRANE, unless it is the least expensive option.
Manual economizers preferred. Quote Honeywell 8000 for stores w/o one currently |
Customer Tendencies | **********WANTS QUOTES IN 24 HOURS*********** Check ALL units (service calls) record M# and S# Units 10+ yrs. quote replacement option Include condition of unit/major components |
PM SCOPE – NO PM PROGRAM | |
QUARTERLY | NONE |
PMX ALLOWANCE |
Beauty Brands
Beauty Brands | |
SERVICE REQUIREMENTS | |
NTE SERVICE LIMITS | Service call limit 5 hours, Call for additional approval onsite |
Check IN/OUT Procedures | no current 3rd party IVR system |
Special Quote Requirements | none |
GENERAL CUSTOMER REQUIREMENTS | |
Thermostat: (type/settings) | Like for like or Honeywell vision Pro stats |
A/C = 72′ | |
HEAT = 75′ | |
Replacement Unit Procedures | Get repair with replace options if unit over 10 years old |
Customer Tendencies | Call Jon Pearson (785) 925-1003 for anything unique, need roofer, electrician, plumber, etc. |
PM SCOPE | |
QUARTERLY Time Allowed: 1.5 hrs |
STANDARD PM |
SPRING | BELTS AND CHEMICAL CLEANING OF CONDENSOR COIL AND PAN TABS IN SPRING |
PMX ALLOWANCE | up to 3 hr PMX ticket allowed |
Big Lots
Big Lots | |
ALL SVC & QUOTES — MUST TAKE PICTURES | |
SERVICE REQUIREMENTS | |
NTE SERVICE LIMITS | Labor: 4.5 hours
Materials: $500.00 materials (up to) Call onsite for additional approval. |
Check IN/OUT Procedures | EMS Site Controls Phone: (877) 306-9400
Must confirm unit operations with EMS |
SERVICE REQUIREMENTS | R-22 units in good condition with refrigeration failures will be converted to R407.
A/C CALLS: include all blower & compressor amps, stages of cooling, condenser fan motor amps/how many, superheat readings, ambient temps, return/supply air temps. |
Special Quote Requirements | Quotes must have pictures |
GENERAL CUSTOMER REQUIREMENTS | |
Thermostat: (type/settings) | EMS or digital programmable
Settings are per location |
Replacement Unit Procedures | Want proactive replacement options |
Customer Tendencies | Try not to leave store down
Pictures are always wanted |
PM SCOPE | |
PM SCOPE | N/A |
PMX ALLOWANCE | N/A |
Boston Proper
Boston Proper | |
Chicos, White House Black Market, Soma | |
SERVICE REQUIREMENTS | |
NTE Service Limits | Labor: 5hrs Materials: $200 (up to) |
Check IN/OUT | SERVICE CHANNEL (IVR): Phone: (516) 394-8400 Pin: 50412 |
Special Quote Requirements | For stores that are down, get cost for overnight parts. If a unit is 10 years old or more always get a quote to replace or repair |
GENERAL CUSTOMER REQUIREMENTS | |
Thermostat: (setting/type) | Honeywell Commercial Vision Pro 8000 M#TH8320-U1008 or M#TH8110U1003 |
Purchase from Grainger: stat part #4NE59, sensor part # 6WY16 | |
Replacement Unit Procedures | N/A |
Customer Tendencies | NO Light Stat or iStat If found, quote replacement ASAP |
PM SCOPE | |
QUARTERLY | STANDARD PM (PLUS) |
ALL Time Allowed: 1.5hrs ![]() |
Record OA Temp, Evap Temp In & Out, Delta Drop Across Evap Coil |
IF coil cleaning is needed: take before & after pics. Submit and call for approval | |
2nd QTR SPRING PM Time Allowed: 2hrs | Belts |
PMX ALLOWANCE | Call office for approval – Account Mgr |
Calvin Klein
Calvin Klein | |
PVH: Van Heusen, Calvin Klein, Izod, Tommy Hilfiger | |
SERVICE REQUIREMENTS | |
NTE Service Limits | Labor: 7 hours Materials: $300 (up to)
Call for additional approval |
Check IN/OUT Procedures | Store Log (sign in & out) |
Special Quote Requirements | Quote unit replacement and a separate quote for repair on any units 10+ years.
Quote replacements for any additional units 10+ years. |
GENERAL CUSTOMER REQUIREMENTS | |
Thermostat: (Type/Settings) | Honeywell Commercial Vision Pro 8000:
M# TH8320-U1008 or M# TH8110U1003 |
Purchase from Grainger: stat part #4NE59
sensor part # 6WY16 |
|
SET PROGRAMMABLE A/C: | |
8:30am – on at cool to 72′ 10:00pm – set back to 85′ | |
SET PROGRAMMABLE Heat: | |
8:30am – on at heat to 65′ 10:00pm – set back to 58′ | |
Replacement Unit Procedures | Carrier preferred, will consider more cost effective options |
Customer Tendencies | NO Light Stats Quote replacement if Light Stat is found ASAP |
PM SCOPE **USE PM FORM** | |
QUARTERLY Time Allowed: 1.25hrs |
STANDARD PM (ALL) + pan tabs |
QUARTERLY SPRING PM 2nd QTR
MONTHLY SPRING PM DONE IN APRIL |
Chemical Coil Clean- Must be completed on 2nd QTR PM *Coil clean will be on PM Ticket Include pressures on PM Form |
PMX ALLOWANCE | Labor: 3 hours Materials: $100 (up to) Work performed must be outside PM scope to be on a PMX ticket (Belts are PMX) |
Carter’s
Carter’s | |
Stores: Carter’s & Oshkosh | |
SERVICE REQUIREMENTS | |
NTE Service Limits | Labor: 8 hours Materials: $300 in parts |
Check IN/OUT | Service Channel: Phone: 516-394-8400, pin 50412 option #1 if 100% complete option#2 if turning in quote |
Special Quote Requirements | If unit is 10+ years old and major component failure, then get replace option, must list all units in quote, list area of store impacted, and condition/rating of all units at store and lead time of quoted parts |
GENERAL CUSTOMER REQUIREMENTS | |
Thermostat: (settings/type) | National account with Light Stat |
Call: 800-292-2444 tech support Report any problem with any stats.
Light Stat will contact Carter’s directly for PO# and ship replacement stat to store. If unit down, install a temporary stat |
|
Preset lock outs: | |
A/C = 70′ | |
HEAT = 75′ | |
Dipswitch on back for heat pump units | |
Precondition switch on back to bring A/C on 1 hour before lights turn on | |
Replacement Unit Procedures | High efficiency EER of 12.0 or higher. Perfers York, (formerly Carrier) but will use another Manufacturer for cost savings — to avoid needing a curb adapter or gas/elec hook ups. |
Customer Tendencies | Call ACCOUNT MANAGER for anything unique, if need roofer, electrician, plumber, etc.
Starting 2/17/14, Carter’s using security access codes if store manager asks (changes weekly). *****ASK RFC FOR CURRENT PASSWORD***** |
PM SCOPE | |
QUARTERLY (Jan/Apr/Jul/Oct) Time Allowed: 1.5hrs |
STANDARD PM + PAN TABS BELTS, AS NEEDED |
2nd QTR Spring
Time Allowed: 2 hrs |
Delta temp drop across coils |
Test all contactors/starters | |
Check freon/refrigerant pressures | |
Amp draw on all motors | |
4th QTR Fall Time Allowed: 1.5hrs | Clean burners, adjust flame, check for gas leak |
Check temperature rise, test safeties, & limits | |
PMX ALLOWANCE | Labor: 3 hours NO Belts on PMX |
Catherines
Catherines | |
Charming: Lane Bryant, Catherine’s, Fashion Bug | |
SERVICE REQUIREMENTS | |
NTE SERVICE LIMITS | Reg Labor: 3 hrs ER Labor: 7 hrs Call for additional approval onsite |
Check IN/OUT Procedures | SERVICE CHANNEL:
Phone: (516) 394-8400 Pin: 50412 Opt #1: 100% complete Opt #2: Submitting Quote |
Special Quote Requirements | Customer does not want to replace parts until broken.
If unit is 15+ yrs and major component failure, quote replacement option. |
GENERAL CUSTOMER REQUIREMENTS | |
Thermostat: (type/settings) | Light Stat (National Account) |
Call: 800-292-2444 tech support
Report any problem with any stats Light Stat will contact Charming directly for PO# and will ship replacement stat to store. If unit down, install a temporary stat |
|
Preset lock outs: | |
A/C = 70′ | |
HEAT = 75′ | |
Dipswitch on back for heat pump units | |
Precond switch on back to bring A/C on 1hr before lights turn on | |
Replacement Unit Procedures | Prefers York, (formerly Carrier) but will use another manufacturer for cost savings — to avoid needing a curb adapter or gas/elec hook ups. |
Customer Tendencies | Budget conscious, want generic parts.
Call Jon Pearson (785) 925-1003 for anything unique, need roofer, electrician, plumber, etc. |
PM SCOPE | |
QUARTERLY & TRIANNUAL Time Allowed: 1.5 hrs |
STANDARD PM + pan tabs 2nd qtr only |
PMX ALLOWANCE | Call for .5 hr or 1 hr PMX ticket if unit is down AND can be fixed on site. ALL others submit quote |
CCS
CCS | ||
Footlocker, Kids footlocker, Lady Footlocker, Champs, House of Hoops, CCS, Footaction, SIX:02 | ||
SERVICE REQUIREMENTS | ||
NTE Service Limits | Labor: 4 hrs Materials: $50 (@cost) Call for approval if it can be repaired same day **DO NOT LEAVE STORE DOWN** |
|
Check IN/OUT Procedures | Check IN & OUT w/ Store Mgr Register receipt must be sent into office |
|
Special Quote Requirements | List HP of motors & stage of system being worked on | |
EXPEDITE PARTS ALWAYS – CALL ACCT MGR Include expedited freight on all quotes |
||
BEFORE & AFTER PICS FOR COIL CLEAN QUOTES | ||
GENERAL CUSTOMER REQUIREMENTS | ||
Type of thermostats and settings | For any issues call tech support to report: LIGHTSTAT 800-292-2444 opt.2 |
|
Replacement unit procedure |
Unit must be 20+ years. Repair cost must be more than 60% of cost to replace. (TRANE) | |
Quote should include: hail guards, economizers, convenience outlet, CO2 sensors | ||
*Photos of all 4 sides once job is completed* (JPEG), unit labeled with store name and number, Trane start-up sheet completely filled out | ||
REPLACEMENT CONTACTS **MUST CALL** | ||
|
TRANE (Harrisburg): Jeff Leggett *preferred* | |
Phone: (717) 561-5409 | ||
Jeff.leggett@trane.com | ||
Customer Tendencies | * Must provide temperature readings in and out when working on chilled water system. * All air handlers should have emergency drain pan and ez-trap shut of switch. * Quote gauges if they do not have them |
|
PM SCOPE – **USE PM FORM** | ||
2X/YEAR (Spring & Fall) Time Allowed: 1.5 hrs | STANDARD PM – PM FORM *always* Report changes in unit from previous PM to Acct Mgr. |
|
2nd QTR Spring Time Allowed: 2 hrs | Replace belts | |
Gauge check pulley | ||
PMX ALLOWANCE | Call while onsite for repair approval Prevent service calls & down time |
Champs
Champs | ||
FootLocker, Kids FootLocker, Lady Footlocker, Champs, House of Hoops, CCS, FootAction, SIX:02 | ||
SERVICE REQUIREMENTS | ||
NTE Service Limits | Labor: 4 hrs Materials: $50 (@cost) Call for approval if it can be repaired same day **DO NOT LEAVE STORE DOWN** |
|
Check IN/OUT Procedures | Check IN & OUT w/ Store Mgr Register receipt must be sent into office |
|
Special Quote Requirements | List HP of motors & stage of system being worked on | |
EXPEDITE PARTS ALWAYS – CALL ACCT MGR Include expedited freight on all quotes |
||
BEFORE & AFTER PICS FOR COIL CLEAN QUOTES | ||
GENERAL CUSTOMER REQUIREMENTS | ||
Type of thermostats and settings | For any issues call tech support to report: LIGHTSTAT 800-292-2444 opt.2 |
|
Replacement unit procedures |
Unit must be 20+ years. Repair cost must be more than 60% of cost to replace. (TRANE) | |
Quote should include: hail guards, economizers, convenience outlet, CO2 sensors | ||
*Photos of all 4 sides once job is completed* (JPEG), unit labeled with store name and number, Trane start-up sheet completely filled out | ||
REPLACEMENT CONTACTS **MUST CALL** | ||
|
TRANE (Harrisburg): Jeff Leggett *preferred* | |
Phone: (717) 561-5409 | ||
Jeff.leggett@trane.com | ||
Customer Tendencies | * Must provide temperature readings in and out when working on chilled water system. * All air handlers should have emergency drain pan and ez-trap shut of switch. * Quote gauges if they do not have them |
|
PM SCOPE – **USE PM FORM** | ||
2X/YEAR (Spring & Fall) Time Allowed: 1.5 hrs | STANDARD PM – PM FORM *always* Report changes in unit from previous PM to Acct Mgr. |
|
2nd QTR Spring Time Allowed: 2 hrs | Replace belts | |
Gauge check pulley | ||
PMX ALLOWANCE | Call while onsite for repair approval Prevent service calls & down time |
Chico’s
Chico’s | |
Chicos, White House Black Market, Soma | |
SERVICE REQUIREMENTS | |
NTE Service Limits | Labor: 5hrs
Materials: $200 (up to) |
Check IN/OUT | SERVICE CHANNEL (IVR): Phone: (516) 394-8400 Pin: 50412 |
Special Quote Requirements | For stores that are down, get cost for overnight parts.
Unless we can repair on site, call for approval. |
GENERAL CUSTOMER REQUIREMENTS | |
Thermostat: (setting/type) | Honeywell Commercial Vision Pro 8000 M#TH8320-U1008 or M#TH8110U1003 |
Purchase from Grainger:
stat part #4NE59, sensor part # 6WY16 |
|
Replacement Unit Procedures | N/A |
Customer Tendencies | NO Light Stat or iStat
If found, quote replacement |
PM SCOPE | |
QUARTERLY | STANDARD PM (PLUS) |
ALL Time Allowed: 1.5hrs |
Record OA Temp, Evap Temp In & Out, Delta Drop Across Evap Coil |
IF coil cleaning is needed: take before & after pics. Submit and Call for approval | |
2nd QTR SPRING PM Time Allowed: 2hrs | Belts |
PMX ALLOWANCE | Call office for approval – Account Mgr |
Cosmo Prof
Cosmo Prof *ALL SVC WORK* – MUST CALL ONSITE FOR APPROVAL IF MORE TIME or MATERIALS ARE NEEDED |
|
Sally, West Coast Beauty, Barnum Beauty, Cosmo Prof, Aerial Beauty | |
GENERAL CUSTOMER REQUIREMENTS | |
NTE SERVICE LIMITS | Labor: 3 hrs (including travel) Call in for additional approval – including materials |
Check IN/OUT Procedures | Sign In & Out – Store Log Sheet |
Special Quote Requirements | Provide unit info and replacement option if quoting repair on unit 10+ yrs.
If multiple units 10+ yrs, quote to replace all, prefer to save on cost. |
GENERAL CUSTOMER REQUIREMENTS | |
Thermostat: (type/setting) | Honeywell Commercial Vision Pro 8000 M#TH8320-U1008 or M#TH8110U1003 |
SET PROGRAMMABLE A/C: | |
Constant @ 74′ w/ 3hr override | |
SET PROGRAMMABLE Heat: | |
Constant @ 68′ w/ 3hr override | |
Call office | for Tstat programming guide |
Replacement unit procedures | Replace like for like. Exception: NO TRANE, unless it is the least expensive option.
Manual economizers preferred. Quote Honeywell 8000 for stores w/o one currently |
Customer Tendencies | **********WANTS QUOTES IN 24 HOURS*********** Check ALL units (service calls) record M# and S# Units 10+ yrs quote replacement option Include condition of unit/major components |
PM SCOPE – NO PM PROGRAM | |
QUARTERLY | NONE |
PMX ALLOWANCE |
Dollar General
Dollar General | |
SERVICE REQUIREMENTS | |
NTE SERVICE LIMITS | Labor: 4 hrs Material- 100 in parts cost Call for additional approval onsite |
Check IN/OUT Procedures | MUST USE IVR
866-215-8462 MUST GET FIRST AND LAST NAME OF STORE MANAGER’S SIGNATURE ON TICKET |
Special Quote Requirements | Need to take before and after pictures when quoting |
GENERAL CUSTOMER REQUIREMENTS | |
Thermostat: (type/settings) | EMS- Temperature settings 76/76 cooling and 66 heat |
Dollar General EMS provider: 770-425-2724.
Call into office if EMS is unable to assist |
|
Customer does not supply EMS parts, tech must call EMS for parts pricing and include in quote. | |
Replacement Unit Procedures | Customer supplies their own units.
We will need to fill out a York replacement form to provide with our quote. Also required to fill out York form when quoting compressor or blower motors. |
Customer Tendencies | Must call onsite for approvals.
No after the fact approvals will be approved. |
PM SCOPE – NO PM PROGRAM | |
PM SCOPE | NONE- customer has a filter change and coil cleaning company. OK to note on work ticket if it’s needed. |
PMX ALLOWANCE | NONE |
Emser Tile
Emser Tile | |
Emser Tile | |
SERVICE REQUIREMENTS | |
NTE Service Limits | Labor: 2.0 hrs Materials: $50 (up to)
Call on site for increases on work that can be done same day for approval, otherwise quote |
Check IN/OUT Procedures | NO IVR Check in with Store Manager |
Special Quote Requirements | Call account manager for approval if work can be done same day |
GENERAL CUSTOMER REQUIREMENTS | |
Type of thermostats and settings | Need to fill out how many thermostats are at store, type, and location on Emser form |
Replacement unit procedures | |
customer tendencies | |
PM SCOPE – **PM FORM (NEW STORES ONLY)** | |
QUARTERLY Time Allowed: 1.25 hrs | STANDARD PM |
1st Quarter PM | Belts Power Wash Condenser Coil Cleaning Swamp Cooler Start-up (if applicable) |
3rd Quarter PM | Swamp Cooler Shutdown |
PMX ALLOWANCE | 2 HOURS Must call while on site for approval SWAMP COOLERS: Pumps, Belts – call for PMX |
Fan’s Edge
Fan’s Edge | |
Lids, Hat World, Sports Fan Attic, Lids Locker room, Sports Avenue, New Era | |
SERVICE REQUIREMENTS | |
NTE Service Limits | Labor: 4 hrs Material: $150 (up to) Call for additional approval |
Check IN/OUT Procedures | Check In & Out w/ Store Mgr
Work ticket Signature |
Special Quote Requirements | All quotes must have picture Make sure to include the source of the problem/leaks |
GENERAL CUSTOMER REQUIREMENTS | |
Thermostat: (type/setting) | No preference
Tend to opt for cheaper programmable models |
Replacement Unit Procedures | If replacement is recommended – take several pictures to support.
If the unit is less than 12yrs the customer will not replace, typically. |
Customer Tendencies | N/A |
PM SCOPE | |
3X/YEAR QUARTERLY – Southeast only | STANDARD PM |
Time Allowed: .75 hr | |
PMX ALLOWANCE | Call office for approval – Account Mgr
Need approval for belts |
Foot Action
Foot Action | ||
Footlocker, Kids footlocker, Lady Footlocker, Champs, House of Hoops, CCS, Footaction, SIX:02 | ||
SERVICE REQUIREMENTS | ||
NTE Service Limits | Labor: 4 hrs Materials: $50 (@cost) Call for approval if it can be repaired same day **DO NOT LEAVE STORE DOWN** |
|
Check IN/OUT Procedures | Check IN & OUT w/ Store Mgr Register receipt must be sent into office |
|
Special Quote Requirements | List HP of motors & stage of system being worked on | |
EXPEDITE PARTS ALWAYS – CALL ACCT MGR Include expedited freight on all quotes |
||
BEFORE & AFTER PICS FOR COIL CLEAN QUOTES | ||
GENERAL CUSTOMER REQUIREMENTS | ||
Type of thermostats and settings | For any issues call tech support to report: LIGHTSTAT 800-292-2444 opt.2 |
|
Replacement unit procedures |
Unit must be 20+ years.
Repair cost must be more than 60% of cost to replace. (TRANE) |
|
Quote should include: hail guards, economizers, convenience outlet, CO2 sensors | ||
*Photos of all 4 sides once job is completed* (JPEG), unit labeled with store name and number, Trane start-up sheet completely filled out | ||
REPLACEMENT CONTACTS **MUST CALL** | ||
|
TRANE (Harrisburg): Jeff Leggett *preferred* | |
Phone: (717) 561-5409 | ||
Jeff.leggett@trane.com | ||
Customer Tendencies | * Must provide temperature readings in and out when working on chilled water system. * All air handlers should have emergency drain pan and ez-trap shut of switch. * Quote gauges if they do not have them |
|
PM SCOPE – **USE PM FORM** | ||
2X/YEAR (Spring & Fall) Time Allowed: 1.5 hrs | STANDARD PM – PM FORM *always* Report changes in unit from previous PM to Acct Mgr. |
|
2nd QTR Spring Time Allowed: 2 hrs | Replace belts | |
Gauge check pulley | ||
PMX ALLOWANCE | Call while onsite for repair approval Prevent service calls & down time |
Foot Locker
Foot Locker | ||
Footlocker, Kids footlocker, Lady Footlocker, Champs, House of Hoops, CCS, Footaction, SIX:02 | ||
SERVICE REQUIREMENTS | ||
NTE Service Limits | Labor: 4 hrs Materials: $50 (@cost) Call for approval if it can be repaired same day **DO NOT LEAVE STORE DOWN** |
|
Check IN/OUT Procedures | Check IN & OUT w/ Store Mgr Register receipt must be sent into office |
|
Special Quote Requirements | List HP of motors & stage of system being worked on | |
EXPEDITE PARTS ALWAYS – CALL ACCT MGR Include expedited freight on all quotes |
||
BEFORE & AFTER PICS FOR COIL CLEAN QUOTES | ||
GENERAL CUSTOMER REQUIREMENTS | ||
Type of thermostats and settings | For any issues call tech support to report: LIGHTSTAT 800-292-2444 opt.2 |
|
Replacement unit procedures |
Unit must be 20+ years. Repair cost must be more than 60% of cost to replace. (TRANE) | |
Quote should include: hail guards, economizers, convenience outlet, CO2 sensors | ||
*Photos of all 4 sides once job is completed* (JPEG), unit labeled with store name and number, Trane start-up sheet completely filled out | ||
REPLACEMENT CONTACTS **MUST CALL** | ||
|
TRANE (Harrisburg): Jeff Leggett *preferred* | |
Phone: (717) 561-5409 | ||
Jeff.leggett@trane.com | ||
Customer Tendencies | * Must provide temperature readings in and out when working on chilled water system. * All air handlers should have emergency drain pan and ez-trap shut of switch. * Quote gauges if they do not have them |
|
PM SCOPE – **USE PM FORM** | ||
2X/YEAR (Spring & Fall) Time Allowed: 1.5 hrs | STANDARD PM – PM FORM *always* Report changes in unit from previous PM to Acct Mgr. |
|
2nd QTR Spring Time Allowed: 2 hrs | Replace belts | |
Gauge check pulley | ||
PMX ALLOWANCE | Call while onsite for repair approval Prevent service calls & down time |
H&M
H&M | |
GENERAL CUSTOMER REQUIREMENTS | |
NTE Service Limits | Labor: 5 hrs Materials: $50-$75 Call for additional approval |
Check IN/OUT Procedures | NONE PROVIDE CHECK IN/OUT TIMES Phone: (858) 244-2307 Pin: |
Special Quote Requirements | Take before and after pictures on quoted work |
GENERAL CUSTOMER REQUIREMENTS | |
Thermostat: (type/setting) | Controls set: 72′-75′ cooling |
Replacement Unit Procedures | Quote Like for Like on unit replacements. |
Customer Tendencies | Will not pay invoice if IVR is not used. |
PM SCOPE | |
QUARTERLY | STANDARD PM + pan tabs |
Spring PM (USE PM FORM) | Belts Power Wash condenser coils Record Amps, Refrigerant levels/pressure Record Equipment Condition |
Fall | Heat Startup |
PMX ALLOWANCE | Call office for approval – Account Mgr. |
Hat World
Hat World | |
Lids, Hat World, Sports Fan Attic, Lids Locker room, Sports Avenue, New Era | |
SERVICE REQUIREMENTS | |
NTE Service Limits | Labor: 4 hrs Material: $150 (up to) Call for additional approval |
Check IN/OUT Procedures | Check In & Out w/ Store Mgr
Work ticket Signature |
Special Quote Requirements | All quotes must have picture Make sure to include the source of the problem/leaks |
GENERAL CUSTOMER REQUIREMENTS | |
Thermostat: (type/setting) | No preference
Tend to opt for cheaper programmable models |
Replacement Unit Procedures | If replacement is recommended – take several pictures to support.
If the unit is less than 12yrs the customer will not replace, typically. |
Customer Tendencies | N/A |
PM SCOPE | |
3X/YEAR QUARTERLY – Southeast only | STANDARD PM |
Time Allowed: .75 hr | |
PMX ALLOWANCE | Call office for approval – Account Mgr Need approval for belts |
Hollister
Hollister | |
Stores: Abercrombie & Fitch, Abercrombie, Hollister, Gilly Hicks | |
SERVICE REQUIREMENTS | |
NTE Service Limits | Labor: 4 hours Materials: up to $100
Call for additional approval |
Check IN/OUT Procedures (must call every time) | FACILITY SOURCE (Work order# listed in call) Must call from a store phone! (new) Phone: 1-800-671-3091
Pin: 1618 EMS Phone: (614) 318-1741 |
CUSTOMER REQUIREMENTS | |
Thermostat: (type/settings) | No preference. Most locations controlled by EMS. |
Replacement Units | Corporate will sometimes buy the equipment and ask us to install it but we will usually have to provide the equipment ourselves. |
Customer Tendencies | N/A |
PM SCOPE | |
QUARTERLY
Time Allowed: 1.5hr |
STANDARD PM (ALL) + pan tabs |
2nd QTR (Spring)
Time Allowed: 2.5hr |
Belts & Brush Coil Clean |
4th QTR (Fall)
Time Allowed: 2.5hr |
Brush Coil Clean & Rinse |
PMX ALLOWANCE | Call office for approval |
Home Depot
Home Depot | |
SERVICE REQUIREMENTS | |
NTE SERVICE LIMITS | Labor: 5 hrs Materials: $300 – Increase possible call office. Call on site for additional approval. |
Check IN/OUT Procedures | Techs MUST check in/out with Facility Source.
Customer does not pay when it’s not used. Phone: 855-881-0994. Pin: 12289. |
Special Quote Requirements | Include photographs with all quotes |
GENERAL CUSTOMER REQUIREMENTS | |
Thermostat: (type/setting) | Most units are controlled by Novar EMS
Others (computer/break room) have a thermostat -can install standard tstat on these units |
Replacement Unit Procedures: | Home Depot will rarely replace a single RTU.
Will replace all RTUs on a roof at the same time. Unit and infared heaters will be replaced. And provided by the customer. |
Customer Tendencies | Home Depot EMS: 770-433-8211 x27656 |
PM SCOPE – **USE HOME DEPOT FORMS** | |
PMs – Twice a year | Home Depot PM scope sent out when dropping. |
(2) Major | If you have a Home Depot PM please call: Account Mgr – Jason Casas (x245) Request Home Depot PM Handbook |
PMX ALLOWANCE | Call office for approval – Account Mgr |
House of Hoops
House of Hoops | ||
Footlocker, Kids footlocker, Lady Footlocker, Champs, House of Hoops, CCS, Footaction, SIX:02 | ||
SERVICE REQUIREMENTS | ||
NTE Service Limits | Labor: 4 hrs Materials: $50 (@cost) Call for approval if it can be repaired same day **DO NOT LEAVE STORE DOWN** |
|
Check IN/OUT Procedures | Check IN & OUT w/ Store Mgr Register receipt must be sent into office |
|
Special Quote Requirements | List HP of motors & stage of system being worked on | |
EXPEDITE PARTS ALWAYS – CALL ACCT MGR Include expedited freight on all quotes |
||
BEFORE & AFTER PICS FOR COIL CLEAN QUOTES | ||
GENERAL CUSTOMER REQUIREMENTS | ||
Type of thermostats and settings | For any issues call tech support to report: LIGHTSTAT 800-292-2444 opt.2 |
|
Replacement unit procedures |
Unit must be 20+ years.
Repair cost must be more than 60% of cost to replace. (TRANE) |
|
Quote should include: hail guards, economizers, convenience outlet, CO2 sensors | ||
*Photos of all 4 sides once job is completed* (JPEG), unit labeled with store name and number, Trane start-up sheet completely filled out | ||
REPLACEMENT CONTACTS **MUST CALL** | ||
|
TRANE (Harrisburg): Jeff Leggett *preferred* | |
Phone: (717) 561-5409 | ||
Jeff.leggett@trane.com | ||
Customer Tendencies | * Must provide temperature readings in and out when working on chilled water system. * All air handlers should have emergency drain pan and ez-trap shut of switch. * Quote gauges if they do not have them |
|
PM SCOPE – **USE PM FORM** | ||
2X/YEAR (Spring & Fall) Time Allowed: 1.5 hrs | STANDARD PM – PM FORM *always* Report changes in unit from previous PM to Acct Mgr. |
|
2nd QTR Spring Time Allowed: 2 hrs | Replace belts | |
Gauge check pulley | ||
PMX ALLOWANCE | Call while onsite for repair approval Prevent service calls & down time |
Jarman
Jarman | |
Genesco: Journeys, Journey Kidz, Underground Station, Shi, Johnston and Murphy, Jarman | |
SERVICE REQUIREMENTS | |
NTE Service Limits | Labor: 4 hrs Materials: $150 (up to) Call onsite for approval |
Check IN/OUT Procedures | Check In & Out w/ Store Mgr. Work Ticket Signature |
Special Quote Requirements | All quotes must have pictures Make sure to include the source of the problem/leaks |
GENERAL CUSTOMER REQUIREMENTS | |
Thermostat: (type/setting) | Some stores will have Light Stat/e-Stats If so, must be replaced w/ the same model. |
Replacement Unit Procedure | No stated preference. Customer gets 2nd opinions – less expensive options preferred. |
Customer Tendencies | N/A |
PM SCOPE | |
3X/YEAR (Q2, Q3, Q4) Time Allowed: .75 hr | STANDARD PM (basic) |
PMX ALLOWANCE | Call office for approval – Account Mgr. Need approval for belts |
Johnston & Murphy
Johnston & Murphy | |
Genesco: Journeys, Journey Kidz, Underground Station, Shi, Johnston and Murphy, Jarman | |
SERVICE REQUIREMENTS | |
NTE Service Limits | Labor: 4 hrs Materials: $150 (up to) Call onsite for approval |
Check IN/OUT Procedures | Check In & Out w/ Store Mgr. Work Ticket Signature |
Special Quote Requirements | All quotes must have pictures Make sure to include the source of the problem/leaks |
GENERAL CUSTOMER REQUIREMENTS | |
Thermostat: (type/setting) | Some stores will have Light Stat/e-Stats If so, must be replaced w/ the same model. |
Replacement Unit Procedure | No stated preference. Customer gets 2nd opinions – less expensive options preferred. |
Customer Tendencies | N/A |
PM SCOPE | |
3X/YEAR (Q2, Q3, Q4) & Quarterly Time Allowed: .75 hr | STANDARD PM (basic) + pan tabs |
PMX ALLOWANCE | Call office for approval – Account Mgr. Need approval for belts |
Journeys/Kidz
Journeys/Kidz | |
Genesco: Journeys, Journey Kidz, Underground Station, Shi, Johnston and Murphy, Jarman | |
SERVICE REQUIREMENTS | |
NTE Service Limits | Labor: 4 hrs Materials: $150 (up to) Call onsite for approval |
Check IN/OUT Procedures | Check In & Out w/ Store Mgr. Work Ticket Signature |
Special Quote Requirements | All quotes must have pictures Make sure to include the source of the problem/leaks |
GENERAL CUSTOMER REQUIREMENTS | |
Thermostat: (type/setting) | Some stores will have Light Stat/e-Stats If so, must be replaced w/ the same model. |
Replacement Unit Procedure | No stated preference. Customer gets 2nd opinions – less expensive options preferred. |
Customer Tendencies | N/A |
PM SCOPE | |
3X/YEAR (Q2, Q3, Q4) & Quarterly Time Allowed: .75 hr | STANDARD PM (basic) |
PMX ALLOWANCE | Call office for approval – Account Mgr. Need approval for belts |
Kirklands
Kirklands | |
GENERAL CUSTOMER REQUIREMENTS | |
NTE Service Limits | Labor: 3 hrs Materials: N/A Call in for additional approval |
Check IN/OUT Procedures | Tech must call Kirklands corp contact for EMS while on site 818-812-9812 |
Special Quote Requirements![]() |
Technician must provide before and after pictures along with pressures. Must provide unit option if quoting repair on a unit over 10yrs old. Also if they have more than one unit that is over 10 years old they like to replace all at once to save cost.
|
GENERAL CUSTOMER REQUIREMENTS | |
Thermostat: (type/setting) | Carrier Stats preferred |
SET PROGRAMMABLE A/C: | |
8:30am – on @ cool to 72′ 10:00pm – set back to 85′ | |
SET PROGRAMMABLE Heat: | |
8:30am – on @ heat to 65′ 10:00pm – set back to 58′ | |
Replacement Unit Procedures | Prefers Carrier, but will consider lower cost alternatives. MOST STORES ARE BEING TRANSITIONED TO EMS |
Customer Tendencies |
PICTURES ARE REQUIRED FOR EVERY REPAIR. ALSO PRESSURE READNGS ON ALL STAGES |
For Carrier Units: Kirkland ALWAYS purchases the 5-Year Extended Warranty. Inquire when pricing out. | |
PM SCOPE – **USE PM FORM** | |
QUARTERLY | STANDARD (PLUS) + pan tabs 2nd & 3rd quarter |
ALL Time Allowed: 1.25 hrs | RECORD: compressor amps, high/low refrigerant pressure readings. If abnormal readings, call for PMX approval onsite immediately to correct |
2nd QTR SPRING Time Allowed: 2.25 hrs![]() |
Replace belts |
Chemically Clean condenser coils | |
Clean return air grills- send pictures of clean grills | |
PMX ALLOWANCE | Call office for approval – Account Mgr |
Lane Bryant
Lane Bryant | |
Charming: Lane Bryant, Catherine’s, Fashion Bug | |
SERVICE REQUIREMENTS | |
NTE SERVICE LIMITS | Reg Labor: 3 hrs ER Labor: 7 hrs Call for additional approval onside |
Check IN/OUT Procedures | SERVICE CHANNEL:
Phone: (516) 394-8400 Pin: 50412 Opt #1: 100% complete Opt #2: Submitting Quote |
Special Quote Requirements | Customer does not want to replace parts until broken.
If unit is 15+ yrs and major component failure, quote replacement option. |
GENERAL CUSTOMER REQUIREMENTS | |
Thermostat: (type/settings) | Light Stat (National Account) |
Call: 800-292-2444 tech support
Report any problem with any stats Light Stat will contact Charming directly for PO# and will ship replacement stat to store. If unit down, install a temporary stat |
|
Preset lock outs: | |
A/C = 70′ | |
HEAT = 75′ | |
Dipswitch on back for heat pump units | |
Precond switch on back to bring A/C on 1hr before lights turn on | |
Replacement Unit Procedures | Prefers York (formerly Carrier) but will use another Manufacturer for cost savings — to avoid needing a curb adapter or gas/elec hook ups. |
Customer Tendencies | Budget conscious, want generic parts.
Call Jon Pearson (785) 925-1003 for anything unique, need roofer, electrician, plumber, etc. |
PM SCOPE | |
QUARTERLY Time Allowed: 1.5 hrs |
STANDARD PM |
PMX ALLOWANCE | Call for .5 hr or 1 hr PMX ticket if unit is down AND can be fixed on site. ALL others submit quote |
Lenscrafters
Lenscrafters | |
Luxottica : Lenscrafters, Pearle Vision | |
GENERAL CUSTOMER REQUIREMENTS | |
NTE Service Limits | Labor: 6 hrs Materials: $100 (up to) |
Check IN/OUT Procedures (for all work performed) | SERVICE CHANNEL (IVR):
(516) 394-8400 Pin: 50412 |
Special Quote Requirements | WANTS FIRST TIME FIX. CALL FOR APPROVAL |
GENERAL CUSTOMER REQUIREMENTS | |
Thermostat: (type/settings) | Honeywell Vision Pro 8000 M#T8320U14008 or M#C7189U1005 From Granger: Stat: #4NE59
Sensor: #6WY16 |
Replacement Unit Procedures | Customer provides their own unit — National Accounts w/ Carrier, Lennox, and Trane.
Fill out replacement form. |
Customer Tendencies | N/A |
PM SCOPE | |
QUARTERLY Time Allowed: 2 hrs | Standard PM + pan tabs |
2nd QTR (Spring) Time Allowed: 2.5 hrs |
Replace Belts Coil Cleanings are on separate PMX w/new PO |
4th QTR (Fall) Time Allowed: 2.5hrs | Fall-Startup |
PMX ALLOWANCE | Labor: 3 hrs Materials: $50 (up to)
Call for additional approval |
ontacts
Lids/Lids Locker Room | |
Lids, Hat World, Sports Fan Attic, Lids Locker Room, Sports Avenue, New Era | |
SERVICE REQUIREMENTS | |
NTE Service Limits | Labor: 4 hrs Material: $150 (up to) Call for additional approval |
Check IN/OUT Procedures | Check In & Out w/ Store Mgr
Work ticket signature |
Special Quote Requirements | All quotes must have picture Make sure to include the source of the problem/leaks |
GENERAL CUSTOMER REQUIREMENTS | |
Thermostat: (type/setting) | No preference
Tend to opt for cheaper programmable models |
Replacement Unit Procedures | If replacement is recommended – take several pictures to support.
If the unit is less than 12 yrs the customer will not replace, typically. |
Customer Tendencies | N/A |
PM SCOPE | |
3X/YEAR QUARTERLY – Southeast only | STANDARD PM |
Time Allowed: .75 hr | |
PMX ALLOWANCE | Call office for approval – Account Mgr
Need approval for belts |
Lucky Brand Jeans
Lucky Brand Jeans | |
***MUST TAKE BEFORE & AFTER PICTURES ON EVERY CALL*** No exceptions – customer will not pay without pictures ![]() |
|
SERVICE REQUIREMENTS | |
NTE Service Limits | Labor: 4hrs Materials: $75 (up to) |
Check IN/OUT | SERVICE CHANNEL (IVR): Phone: (516) 394-8400 Pin: 50412 |
Special Quote Requirements | For stores that are down, get cost for overnight parts. If a unit is 10 years old or more always get a quote to replace or repair |
GENERAL CUSTOMER REQUIREMENTS | |
Thermostat: (setting/type) | |
Replacement Unit Procedures | |
Customer Tendencies![]() |
MUST TAKE PICTURES OFF ALL REPAIRS ON PMS, QUOTES, AND SERVICE!! |
PM SCOPE – **PIC REQUIRED OF FILTER DATE ON EVERY PM** | |
ALL Time Allowed: 1.5hrs | STANDARD PM |
2nd QTR SPRING PM Time Allowed: 2hrs | Belts |
Coil cleaning | |
PMX ALLOWANCE | 2 hrs and $40 in parts |
Mattress Firm
Mattress Firm | |
***(Q4) UNTIL FURTHER NOTICE*** NO PMX or Quote PM for worn items. Only non-operational/broken items will be approved. Call Acct Mgr for PMX |
|
SERVICE REQUIREMENTS | |
NTE Service Limits | Labor: 8hrs Materials: $400 (up to) Call for additional approval |
Check IN/OUT Procedures | Check In & Out w/ Store Mgr Work Ticket signature |
Special Quote Requirements | If Unit is 10+ yrs and in bad shape, provide quote for repair and replacement.
Multiple units over 10 yrs quote to replace all. |
GENERAL CUSTOMER REQUIREMENTS | |
Thermostats: (type/settings) | Some stores have Light Stat/eStats.
Must replace like with like. Call Light Stat and have it shipped to the store — Mattress Firm provides. Phone: (800) 292-2444 |
Stores w/std thermostat can be replaced with what is available. Stores are allowed to control the temperature settings at their discretion. | |
Replacement Unit Procedures | Prefers name brands, not particular. (Carrier, Trane, Lennox, etc.) |
Customer Tendencies | Fix stores same day/1st visit.
If parts are locally available – call office for work approval. |
PM SCOPE | |
QUARTERLY Time Allowed: 1 hr | STANDARD PM (ALL) |
2nd QTR (Spring) Time Allowed: 2 hrs | Chemical Clean Condenser Coils Change Belts |
PMX ALLOWANCE | Call office for approval – Account Mgr. |
New Era
New Era | |
Lids, Hat World, Sports Fan Attic, Lids Locker room, Sports Avenue, New Era | |
SERVICE REQUIREMENTS | |
NTE Service Limits | Labor: 4 hrs Material: $150 (up to) Call for additional approval |
Check IN/OUT Procedures | Check In & Out w/ Store Mgr
Work ticket Signature |
Special Quote Requirements | All quotes must have picture Make sure to include the source of the problem/leaks |
GENERAL CUSTOMER REQUIREMENTS | |
Thermostat: (type/setting) | No preference
Tend to opt for cheaper programmable models |
Replacement Unit Procedures | If replacement is recommended – take several pictures to support.
If the unit is less than 12yrs the customer will not replace, typically. |
Customer Tendencies | N/A |
PM SCOPE | |
3X/YEAR QUARTERLY – Southeast only | STANDARD PM |
Time Allowed: .75 hr | |
PMX ALLOWANCE | Call office for approval – Account Mgr
Need approval for belts |
Oshkosh
Oshkosh | |
Stores: Carter’s & Oshkosh | |
SERVICE REQUIREMENTS | |
NTE Service Limits | Labor: 8 hours Materials: $300 in parts |
Check IN/OUT | Service Channel: Phone: 516-394-8400, pin 50412 option #1 if 100% complete option#2 if turning in quote |
Special Quote Requirements | If unit is 10+ years old and major component failure, then get replace option, must list all units in quote, list area of store impacted, and condition/rating of all units at store and lead time of quoted parts |
GENERAL CUSTOMER REQUIREMENTS | |
Thermostat: (settings/type) | National account with Light Stat |
Call: 800-292-2444 tech support Report any problem with any stats.
Light Stat will contact Carter’s directly for PO# and ship replacement stat to store. If unit down, install a temporary stat |
|
Preset lock outs: | |
A/C = 70′ | |
HEAT = 75′ | |
Dipswitch on back for heat pump units | |
Precondition switch on back to bring A/C on 1 hour before lights turn on | |
Replacement Unit Procedures | High efficiency EER of 12.0 or higher. Prefers York (formerly Carrier) but will use another Manufacturer for cost savings — to avoid needing a curb adapter or gas/elec hook ups. |
Customer Tendencies | Call ACCOUNT MANAGER for anything unique, if need roofer, electrician, plumber, etc.
Starting 2/17/14, Carter’s using security access codes if store manager asks (changes weekly). *****ASK RFC FOR CURRENT PASSWORD***** |
PM SCOPE | |
QUARTERLY (Jan/Apr/Jul/Oct) Time Allowed: 1.5hrs |
STANDARD PM + Pan tabs
BELTS, AS NEEDED |
2nd QTR Spring Time Allowed: 2 hrs |
Delta temp drop across coils |
Test all contactors/starters | |
Check freon/refrigerant pressures | |
Amp draw on all motors | |
4th QTR Fall Time Allowed: 1.5hrs | Clean burners, adjust flame, check for gas leak
Check temperature rise, test safeties, & limits |
PMX ALLOWANCE | Labor: 3 hours NO Belts on PMX |
PACSUN
PACSUN | |
PACIFIC SUNWEAR | |
SERVICE REQUIREMENTS | |
NTE Service Limits | Labor: 4hrs
Materials: $200 (up to) |
Check IN/OUT | SERVICE CHANNEL (IVR): Phone: (516) 394-8400 Pin: 50412 |
Special Quote Requirements | MUST LIST THE URGENCY LEVEL ON ALL QUOTES.
1. THIS IS AN “ER REPAIR”, UNIT IS DOWN. 2. THIS REPAIR IS A “MUST REPAIR” BUT THE UNIT IS WORKING AND NOT URGENT 3. THIS IS A “RECOMMEND REPAIR” AND NOT NEEDED AT THE TIME BUT MAY BE IN THE FUTURE. |
GENERAL CUSTOMER REQUIREMENTS | |
Thermostat: (setting/type) | N/A |
N/A | |
Replacement Unit Procedures | N/A |
Customer Tendencies | IF ON A SVC CALL AND IT CAN BE REPAIRED ON SITE AND FURTHER NTE IS NEEDED, PLEASE CALL ACCOUNT MANAGER BETH HAYMES ASAP TO GET APPROVAL FOR ON SITE REPAIRS |
PM SCOPE | |
QUARTERLY | STANDARD PM (PLUS) |
ALL Time Allowed: 1.5hrs | ALWAYS PLEATED FILTERS. VAVs ARE DONE ANNUAL
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2nd QTR SPRING PM Time Allowed: 2hrs | Replace belts, review for leaks in coils, check refrigerant levels, clean condensate line, add algae tablets as needed. |
PMX ALLOWANCE | MUST CALL OFFICE WHILE ON SITE FOR APPROVAL.
NEED TO SPEAK TO BETH HAYMES ACCT MANAGER. |
Party City
Party City | |
SERVICE REQUIREMENTS | |
NTE Service Limits | Labor: 4 hrs Materials: $50 Call for additional approval |
Check IN/OUT Procedures | Facility Source (IVR): for all work performed
Phone: (877) 225-4092 Pin: 12289 |
Special Requirements | Call store before arriving to provide ETA |
GENERAL CUSTOMER REQUIREMENTS | |
Thermostat: (type/setting) | Customer Supplied |
Replacement Unit Procedures | |
Customer Tendencies | Will not pay invoice if IVR is not used. |
PM SCOPE | |
QUARTERLY Time Allowed: 2 hrs | STANDARD PM (all) |
2nd QTR SPRING PM Time Allowed: 2.5hrs | Spring start up |
Belts | |
Quote coil cleaning if needed | |
4th QTR FALL PM Time Allowed: 2.5hrs | Fall start up |
PMX ALLOWANCE | Call office for approval – Account Mgr. |
Pearle Vision
Pearle Vision | |
Luxottica : Lenscrafters, Pearle Vision | |
SERVICE REQUIREMENTS | |
NTE Service Limits | Labor: 6 hrs Materials: $100 (up to) |
Check IN/OUT Procedures (for all work performed) | SERVICE CHANNEL (IVR):
(516) 394-8400 Pin: 50412 |
Special Quote Requirements | WANTS FIRST TIME FIX. CALL FOR APPROVAL |
GENERAL CUSTOMER REQUIREMENTS | |
Thermostat: (type/settings) | Honeywell Vision Pro 8000 M#T8320U14008 or M#C7189U1005 From Granger: Stat: #4NE59 Sensor: #6WY16 |
Replacement Unit Procedures | Customer provides their own unit — National Accounts w/ Carrier, Lennox, and Trane.
Fill out replacement form. |
Customer Tendencies | N/A |
PM SCOPE | |
QUARTERLY Time Allowed: 2 hrs | Standard PM + pan tabs |
2nd QTR (Spring) Time Allowed: 2.5 hrs | Replace Belts Coil Cleanings are on separate PMX w/new PO |
4th QTR (Fall) Time Allowed: 2.5hrs | Heat Startup |
PMX ALLOWANCE | Labor: 3 hrs Materials: $50 (up to) Call for additional approval |
Rainbow/Kids
Rainbow/Kids | |
Rainbow, Rainbow Kids, 579 | |
SERVICE REQUIREMENTS | |
NTE Service Limits | Labor: 3 hrs Materials: $20 (up to) |
Check IN/OUT Procedures | OSR (Outside Service Report) Required for all work performed.
Store personnel has form |
Special Quote Requirements![]() |
Repair quotes only. Do not like to replace. |
Take pictures for COIL CLEAN Quotes | |
GENERAL CUSTOMER REQUIREMENTS | |
Type of thermostats and settings | Any |
Replacement unit procedures | |
customer tendencies | |
PM SCOPE | |
QUARTERLY Time Allowed: 1.25 hrs | STANDARD PM (ALL) |
PMX ALLOWANCE | Call office for approval – Acct Mgr |
Sally Beauty Supply
Sally Beauty Supply *ALL SVC WORK* – MUST CALL ONSITE FOR APPROVAL IF MORE TIME or MATERIALS ARE NEEDED |
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Sally, West Coast Beauty, Barnum Beauty, Cosmo Prof, Aerial Beauty | |
SERVICE REQUIREMENTS | |
NTE SERVICE LIMITS | Labor: 3 hrs (including travel) Call in for additional approval – including materials |
Check IN/OUT Procedures | Sign In & Out – Store Log Sheet |
Special Quote Requirements | Provide unit info and replacement option if quoting repair on unit 10+ yrs.
If multiple units 10+ yrs, quote to replace all, prefer to save on cost. |
GENERAL CUSTOMER REQUIREMENTS | |
Thermostat: (type/setting) | Honeywell Commercial Vision Pro 8000 M#TH8320-U1008 or M#TH8110U1003 |
SET PROGRAMMABLE A/C: | |
Constant @ 74′ w/ 3hr override | |
SET PROGRAMMABLE Heat: | |
Constant @ 68′ w/ 3hr override | |
Call office | For Tstat programming guide |
Replacement unit procedures | Replace like for like. Exception: NO TRANE, unless it is the least expensive option.
Manual economizers preferred. Quote Honeywell 8000 for stores w/o one currently |
Customer Tendencies | **********WANTS QUOTES IN 24 HOURS*********** Check ALL units (service calls) record M# and S# Units 10+ yrs quote replacement option Include condition of unit/major components |
PM SCOPE | |
QUARTERLY | NONE |
PMX ALLOWANCE |
Sears Optical
Sears Optical | |
Luxottica: Sunglass Hut, Sears Optical | |
SERVICE REQUIREMENTS | |
NTE Service Limits | Labor: 6 hrs Materials: $100 (up to) |
Check IN/OUT Procedures (for all work performed) | SERVICE CHANNEL (IVR):
(516) 394-8400 Pin: 50412 |
Special Quote Requirements | N/A |
GENERAL CUSTOMER REQUIREMENTS | |
Type of thermostats and settings | Honeywell Vision Pro 8000 M#T8320U14008 or M#C7189U1005 From Granger: Stat: #4NE59
Sensor: #6WY16 |
Replacement unit procedures | Customer provides their own unit — National Accounts w/ Carrier, Lennox, and Trane.
Fill out replacement form. |
Customer Tendencies | N/A |
PM SCOPE | |
QUARTERLY Time Allowed: 1.5hrs | STANDARD PM + pan tabs |
PMX ALLOWANCE | Labor: 3 hrs Materials: $50 (up to)
Call for additional approval |
Shi
Shi | |
Genesco: Journeys, Journey Kidz, Underground Station, Shi, Johnston and Murphy, Jarman | |
SERVICE REQUIREMENTS | |
NTE Service Limits | Labor: 4 hrs Materials: $150 (up to) Call onsite for approval |
Check IN/OUT Procedures | Check In & Out w/ Store Mgr. Work Ticket Signature |
Special Quote Requirements | All quotes must have pictures Make sure to include the source of the problem/leaks |
GENERAL CUSTOMER REQUIREMENTS | |
Thermostat: (type/setting) | Some stores will have Light Stat/e-Stats If so, must be replaced w/ the same model. |
Replacement Unit Procedure | No stated preference. Customer gets 2nd opinions – less expensive options preferred. |
Customer Tendencies | N/A |
PM SCOPE | |
3X/YEAR (Q2, Q3, Q4) Time Allowed: .75 hr | STANDARD PM (basic) |
PMX ALLOWANCE | Call office for approval – Account Mgr. Need approval for belts |
SIX:02
SIX:02 | ||
Footlocker, Kids footlocker, Lady Footlocker, Champs, House of Hoops, CCS, footaction, SIX:02 | ||
SERVICE REQUIREMENTS | ||
NTE Service Limits | Labor: 4 hrs Materials: $50 (@cost) Call for approval if it can be repaired same day **DO NOT LEAVE STORE DOWN** |
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Check IN/OUT Procedures | Check IN & OUT w/ Store Mgr Register receipt must be sent into office |
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Special Quote Requirements | List HP of motors & stage of system being worked on | |
EXPEDITE PARTS ALWAYS – CALL ACCT MGR Include expedited freight on all quotes |
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BEFORE & AFTER PICS FOR COIL CLEAN QUOTES | ||
GENERAL CUSTOMER REQUIREMENTS | ||
Type of thermostats and settings | For any issues call tech support to report: LIGHTSTAT 800-292-2444 opt.2 |
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Replacement unit procedures |
Unit must be 20+ years.
Repair cost must be more than 60% of cost to replace. (TRANE) |
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Quote should include: hail guards, economizers, convenience outlet, CO2 sensors | ||
*Photos of all 4 sides once job is completed* (JPEG), unit labeled with store name and number, Trane start-up sheet completely filled out | ||
REPLACEMENT CONTACTS **MUST CALL** | ||
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TRANE (Harrisburg): Jeff Leggett *preferred* | |
Phone: (717) 561-5409 | ||
Jeff.leggett@trane.com | ||
Customer Tendencies | * Must provide temperature readings in and out when working on chilled water system. * All air handlers should have emergency drain pan and ez-trap shut of switch. * Quote gauges if they do not have them |
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PM SCOPE – **USE PM FORM** | ||
2X/YEAR (Spring & Fall) Time Allowed: 1.5 hrs | STANDARD PM – PM FORM *always* Report changes in unit from previous PM to Acct Mgr. |
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2nd QTR Spring Time Allowed: 2 hrs | Replace belts | |
Gauge check pulley | ||
PMX ALLOWANCE | Call while onsite for repair approval Prevent service calls & down time |
Soma
Soma | |
Chicos, White House Black Market, Soma | |
SERVICE REQUIREMENTS | |
NTE Service Limits | Labor: 5hrs Materials: $200 (up to) |
Check IN/OUT | SERVICE CHANNEL (IVR): Phone: (516) 394-8400 Pin: 50412 |
Special Quote Requirements | For stores that are down, get cost for overnight parts. If a unit is 10 years old or more always get a quote to replace or repair |
GENERAL CUSTOMER REQUIREMENTS | |
Thermostat: (setting/type) | Honeywell Commercial Vision Pro 8000 M#TH8320-U1008 or M#TH8110U1003 |
Purchase from Grainger:
stat part #4NE59, sensor part # 6WY16 |
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Replacement Unit Procedures | N/A |
Customer Tendencies | NO Light Stat or iStat
If found, quote replacement ASAP |
PM SCOPE | |
QUARTERLY | STANDARD PM (PLUS) |
ALL Time Allowed: 1.5hrs![]() |
Record OA Temp, Evap Temp In & Out, Delta Drop Across Evap Coil |
IF coil cleaning is needed: take before & after pics. Submit and Call for approval | |
2nd QTR SPRING PM Time Allowed: 2hrs | Belts |
PMX ALLOWANCE | Call office for approval – Account Mgr |
Spencers
Spencers | |
SERVICE REQUIREMENTS | |
NTE Service Limits | Labor: 3hrs Materials: n/a
Call for additional approval and parts |
Check IN/OUT Procedures | Sign in/out with store |
Special Quote Requirements | Detailed Quotes: temperatures, pressure readings/levels.
Quote 3 Unit Replacement Options: |
GENERAL CUSTOMER REQUIREMENTS | |
Thermostat: (type/setting) | LightStat (Customer Supplied) |
Replacement Unit Procedure: | See Special Quote Requirement
Must fill out a York replacement form |
Customer Tendencies: | They 2nd opinion replacement quotes and will ask us to provide them, also. |
PM SCOPE | |
QUARTERLY Time Allowed: 1.25hrs | STANDARD PM + pan tabs |
BIANNUAL — chilled water changeover Time Allowed: 1.25 hrs
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STANDARD PM + pan tabs |
1. Contact Mall for converting the system 2. Schedule service date with the mall 3. Notify Spencer store of service date 4. No work shall commence without confirmation from Mall Maintenance/Operations 5. For Fall PM, Notify Spencer Store Maintenance Department immediately if system is not winterized by end of Oct. 6. For Spring PM , Malls will convert to cooling when temperatures become consistent above freezing weather | |
PMX ALLOWANCE | Call office for approval – Account Mgr.
Need approval for belts Must quote coil cleaning with before & after pics |
Sports Avenue
Sports Avenue | |
Lids, Hat World, Sports Fan Attic, Lids Locker room, Sports Avenue, New Era | |
SERVICE REQUIREMENTS | |
NTE Service Limits | Labor: 4 hrs Material: $150 (up to) Call for additional approval |
Check IN/OUT Procedures | Check In & Out w/ Store Mgr
Work ticket Signature |
Special Quote Requirements | All quotes must have picture Make sure to include the source of the problem/leaks |
GENERAL CUSTOMER REQUIREMENTS | |
Thermostat: (type/setting) | No preference
Tend to opt for cheaper programmable models |
Replacement Unit Procedures | If replacement is recommended – take several pictures to support.
If the unit is less than 12yrs the customer will not replace, typically. |
Customer Tendencies | N/A |
PM SCOPE | |
3X/YEAR QUARTERLY – Southeast only | STANDARD PM |
Time Allowed: .75 hr | |
PMX ALLOWANCE | Call office for approval – Account Mgr
Need approval for belts |
Sports Fan Attic
Sports Fan Attic | |
Lids, Hat World, Sports Fan Attic, Lids Locker room, Sports Avenue, New Era | |
SERVICE REQUIREMENTS | |
NTE Service Limits | Labor: 4 hrs Material: $150 (up to) Call for additional approval |
Check IN/OUT Procedures | Check In & Out w/ Store Mgr
Work ticket Signature |
Special Quote Requirements | All quotes must have picture Make sure to include the source of the problem/leaks |
GENERAL CUSTOMER REQUIREMENTS | |
Thermostat: (type/setting) | No preference
Tend to opt for cheaper programmable models |
Replacement Unit Procedures | If replacement is recommended – take several pictures to support.
If the unit is less than 12yrs the customer will not replace, typically. |
Customer Tendencies | N/A |
PM SCOPE | |
3X/YEAR QUARTERLY – Southeast only | STANDARD PM |
Time Allowed: .75 hr | |
PMX ALLOWANCE | Call office for approval – Account Mgr
Need approval for belts |
Sunglass Hut
Sunglass Hut | |
Luxottica : Sunglass Hut, Sears Optical | |
GENERAL CUSTOMER REQUIREMENTS | |
NTE Service Limits | Labor: 6 hrs Materials: $100 (up to) |
Check IN/OUT Procedures (for all work performed) | SERVICE CHANNEL (IVR):
(516) 394-8400 Pin: 50412 |
Special Quote Requirements | N/A |
GENERAL CUSTOMER REQUIREMENTS | |
Type of thermostats and settings | Honeywell Vision Pro 8000 M#T8320U14008 or M#C7189U1005 From Granger: Stat: #4NE59
Sensor: #6WY16 |
Replacement unit procedures | Customer provides their own unit — National Accounts w/ Carrier, Lennox, and Trane.
Fill out replacement form. |
Customer Tendencies | N/A |
PM SCOPE | |
QUARTERLY Time Allowed: 1.5hrs | STANDARD PM + pan tabs |
PMX ALLOWANCE | Labor: 3 hrs Materials: $50 (up to) Call for additional approval |
Target
Target | |
SERVICE REQUIREMENTS | |
NTE Service Limits | Labor: 6 hrs Materials: $100 (up to) Call for inc approval/same day repairs |
Check IN/OUT Procedures | Check In and Out w/ SFT OR LOD AND Call Target Call Center (888) 888-0304 Select #2 HVAC & Lighting (For increases & Unit Comm) Provide status update upon completeion Will get new Work Ticket for every unit being worked on |
Special Quote Requirements | Do NOT leave a store down w/o calling the Account Manager. Must list all parts: 1. Manufacturer Name 2. Part # 3. Price |
GENERAL CUSTOMER REQUIREMENTS | |
Thermostat: (type/setting) | FMOC Supplied and controlled |
Replacement Unit Procedure | Generally, Corp supplies units |
Customer Procedures | Refrigerant Form required on ANY calls using refrigerants. If multiple units are down, separate tickets will be created for each unit |
Tech must communicate w/ SFT onsite: * Verify validation, make sure they are happy w/ service. * This is VERY important for customer scoring of MetroTech and our relationship |
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Quickly look over other units on roof and communicate visible issues to FMOC and SFT | |
Check filters and give feedback on age and condition. If bad, indicate in “Notes” Section for PD, so it does NOT print on Work Ticket | |
PM SCOPE | |
No contracted PM at this time |
Tommy Hilfiger
Tommy Hilfiger | |
PVH: Van Heusen, Calvin Klein, Izod, Tommy Hilfiger | |
SERVICE REQUIREMENTS | |
NTE Service Limits | Labor: 7 hours Materials: $300 (up to) Call for additional approval |
Check IN/OUT Procedures | Store Log (sign in & out) |
Special Quote Requirements | Quote unit replacement and a separate quote for repair on any units 10+ years.
Quote replacements for any additional units 10+ years. |
GENERAL CUSTOMER REQUIREMENTS | |
Thermostat: (Type/Settings) |
Honeywell Commercial Vision Pro 8000: M# TH8320-U1008 or
M# TH8110U1003 |
Purchase from Grainger: stat part #4NE59
sensor part # 6WY16 |
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SET PROGRAMMABLE A/C: | |
8:30am – on at cool to 72′ 10:00pm – set back to 85′ | |
SET PROGRAMMABLE Heat: | |
8:30am – on at heat to 65′ 10:00pm – set back to 58′ | |
Exceptions on thermostat settings | STORE#’s 77, 73, 3- runs 24 hr a day no set back. |
Replacement Unit Procedures | Carrier preferred, will consider more cost effective options |
Customer Tendencies | NO Light Stats Quote replacement if Light Stat is found ASAP |
PM SCOPE – **USE PM FORM** | |
QUARTERLY & MONTHLY Time Allowed: 1.25hrs | STANDARD PM (ALL) + pan tabs |
QUARTERLY SPRING PM 2nd QTR
MONTHLY SPRING PM IN APRIL Time Allowed: 1.75hrs |
Chemical Coil Clean *Coil clean will be on PM Ticket Include Pressures on PM FORM |
PMX ALLOWANCE | Labor: 3 hours Materials: $100 (up to) Work performed must be outside PM scope to be on a PMX ticket (Belts are PMX) |
True Religion Brand Jeans
True Religion Brand Jeans![]() |
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**INCLUDE PICTURES FOR EVERY CALL*** |
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SERVICE REQUIREMENTS | |
NTE Service Limits | 3hrs- Call Account Manager for Approval |
Check IN/OUT Procedures | Check In & Out w/ Store Manager
Work ticket Signature |
Special Quote Requirements![]() |
All quotes must have picture Make sure to include the source of the problem/leaks |
GENERAL CUSTOMER REQUIREMENTS | |
Thermostat: (type/setting) | |
Replacement Unit Procedures | |
Customer Tendencies | |
PM SCOPE | |
4x/year & Monthly
Time Allowed: .75 hr |
STANDARD PM + pan tabs |
PMX ALLOWANCE | Call office for approval – Account Mgr
Need approval for belts |