Matches technicians to calls by skill, urgency and location and keeps the day moving when it changes.

Usually from a shop of about 3. 5 required, 7 recommended and 5 elective skills in 3 stages.

Stages follow the tiers: Foundation, then Core, then Advanced. Skills inside a stage are in learning order.

Stage 1 · Foundation

4 required · 3 recommended · 2 elective

Required

1. PPE and jobsite hazards Foundation & Safety Safety-critical
2. Industry orientation Foundation & Safety
3. Customer communication fundamentals Business & Leadership
4. Call handling and booking Business & Leadership

Recommended

1. Refrigerant and nitrogen handling safety Foundation & Safety Safety-critical
2. Efficiency ratings literacy Foundation & Safety
3. Carbon monoxide safety Heating Safety-critical

Elective

1. Refrigeration cycle basics Refrigeration Circuit
2. Furnace configurations and components Heating

Stage 2 · Core

1 required · 3 recommended · 3 elective

Required

1. Dispatching and scheduling Business & Leadership

Recommended

1. Office operations and administration Business & Leadership
2. Inventory and warehouse management Business & Leadership
3. Digital tools and remote diagnostics Business & Leadership

Elective

1. Heat pump types and selection Cooling & Heat Pumps
2. Systematic troubleshooting method Design & Commissioning
3. Preventive maintenance programs Commercial & BAS

Stage 3 · Advanced

1 recommended

Recommended

1. Service department management Business & Leadership