"Performance Playbook" Helps Close More Sales

Notes and Remarks

This is one of the most important pages in the report. Notes and Remarks contains a list of all the issues found for each part of the whole-house comfort system:

HVAC Contractor Dawn Mroczek's certification credentials — *The ‘Playbook’ always includes the technician’s certifications to build credibility with the customer.*

High Static Pressure
Low or high-temperature drops
Restrictive filter
Dirty filter
Blower speed set wrong
Restrictive fitting
Undersized ductwork
Dirty blower
Melted rings on the water heater.

Also included in the Notes and Remarks area is a checkbox denoting whether the issue remains open or is closed after the visit.

And finally, we include a section for Contractor Remarks. Typically, this is where we share the data we collected:

What was the TESP: Measured TESP vs Manufacturer-rated TESP
Temperature Drop: Measured temperature drop vs manufacturer-rated temperature drop
Restrictive Filter: Pressure drop of filter vs Standard filter drop
Dirty Filter: Pressure drop
lower Speed Set Wrong: 400 CFM (Buckets of air/ton) have 3.0-ton blower speed, but it’s set to 4.0 tons
Restrictive Fitting: Measured pressure of return or supply
Undersized Duct: We get this data from the NCI Clipboard based on actual duct size compared to the amount of CFM needed for that specific system
Dirty Blower: A dirty blower wheel decreases the system efficiency.
Melted Rings: The water heater may not be venting properly ‘ combustion analysis must be done for safety concerns.

Under each item listed above, we have a corresponding picture number.

TAB Deficiency Report – Corresponding Pictures

GV's Heating's playbook includes customer-friendly results of testing and measuring their systems. — *This page from the GV’s Performance Playbook shows the TAB Deficiency Report.*

In this portion of our report, we include all the pictures that correspond to the Notes and Remarks page. We are very specific with the pictures we provide.

High TESP: From taking a picture of the Magnehelic with the TESP, compared to the rated TESP on the furnace nameplate.
Low- or High-Temperature Drop: Take a picture of the psychrometer with measured temperatures vs Manufacturer’s heat specs on the furnace nameplate
Restrictive Filter: Take a picture of the filter
Dirty Filter: Take a picture of the filter
Blower Speed: Take a picture of wiring or dip switches on the circuit board
Restricted Fitting: Take a picture of fittings
Undersized Duct: Take a picture of the supply trunk(s) and/or return trunk(s)
Dirty Blower: When the furnace is off, reach into the blower compartment and take a picture of the blower wheel
Melted Rings: Take a picture of melted rings around hot and cold water on the water heater.