The purpose of a Walkthrough is:

• Answer customer questions over the past week of operation

• Ask about how the sales and installation process went, get feedback for improvement

• Go through a full review of the system and answer all additional questions

• Make sure that all permit inspections have taken place or are scheduled, our sticker is on

• List any punch-list items to complete

Discuss the following items with customer to ensure project completion & customer satisfaction:

1. Go over thermostat and how it works & intelligent recovery (refer to website/manual)
2. Go over filter, and how it is cleaned and/or replaced (refer to website/manual)
3. Go over condensate system (if applicable) and typical problems
4. Go over power panel & outdoor unit circuits, show them the breakers if system turns off
5. Go over auxiliary heat & defrost cycle (if heat pump split system) and what to expect
6. Complete ‘Registered Limited Warranty’ form (extends Trane parts warranty)
7. Go over warranty period, what is covered and what is not
8. Go over ‘Trane Customer Satisfaction Survey’
9. Bring up FSM options (premium & economy)
10. Callbacks on plugged filters and thermostat programming are chargeable
11. Go over service contacts & phone numbers at office
12. Discuss the referral programs with the customer to make money or extend their labor warranty

Download the Craftsmanship Review PDF that we base our walkthroughs on.