Operator guide
A clear service-scope checklist for HVAC jobs
Ambiguous scope creates callback disputes. Capture what is included, what needs a replacement quote, and what evidence the customer will receive before the tech rolls.
Typically included
- Diagnostic in the quoted window when access is available
- Capacitor, contactor, or filter work when parts are on the truck
- System type, model, and photos attached to the job
- After-hours trip fee quoted before the tech rolls
- Written notes on refrigerant, compressor, or replacement follow-up
- Confirmation sent while the tech is still on site
Usually separate
- Full system replacement and dump fees unless listed
- Duct redesign, insulation, or indoor air upgrades
- Electrical service upgrades outside the HVAC license
- Permit packages and inspection fees unless listed
- Warranty claims that need manufacturer authorization first
Capture scope on the first call
Mira can collect system type, no-cool vs no-heat, equipment age, after-hours timing, and whether photos are already on the job — so the quote and the tech start from the same checklist.
Book jobs with the scope already written
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