Leads the comfort advisor team: pricing, proposals, incentives, pipeline and sales coaching.

Usually from a shop of about 7. 23 required, 17 recommended and 0 elective skills in 4 stages.

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

Stage 1 · Foundation

12 required · 2 recommended

Required

1. PPE and jobsite hazards Foundation & Safety Safety-critical
2. Ladders and fall protection Foundation & Safety Safety-critical
3. Lockout / tagout Foundation & Safety Safety-critical
4. Emergency first aid Foundation & Safety Safety-critical
5. Refrigerant and nitrogen handling safety Foundation & Safety Safety-critical
6. Industry orientation Foundation & Safety
7. Efficiency ratings literacy Foundation & Safety
8. Electrical shock and burn prevention Electrical & Controls Safety-critical
9. Carbon monoxide safety Heating Safety-critical
10. Building science fundamentals Building Science & IAQ
11. Customer communication fundamentals Business & Leadership
12. Call handling and booking Business & Leadership

Recommended

1. Combustion fundamentals Heating
2. Psychrometrics fundamentals Building Science & IAQ

Stage 2 · Core

9 required · 3 recommended

Required

1. Rigging, hot work and confined spaces Foundation & Safety Safety-critical
2. Heat pump types and selection Cooling & Heat Pumps
3. Efficiency standards and incentives Building Science & IAQ
4. Manual J load calculation Design & Commissioning
5. Manual S equipment selection Design & Commissioning
6. Explaining system options to homeowners Business & Leadership
7. Rebates and incentive programs Business & Leadership
8. Comfort advisor sales process Business & Leadership
9. Pricing and proposals Business & Leadership

Recommended

1. A2L refrigerant fundamentals Refrigeration Circuit Safety-critical
2. Office operations and administration Business & Leadership
3. Digital tools and remote diagnostics Business & Leadership

Stage 3 · Advanced

2 required · 11 recommended

Required

1. Cold-climate heat pump performance Cooling & Heat Pumps
2. Financial fundamentals for contractors Business & Leadership

Recommended

1. Panel capacity for electrification Electrical & Controls
2. Variable-speed systems Cooling & Heat Pumps
3. Dual-fuel systems Cooling & Heat Pumps
4. Energy auditing Building Science & IAQ
5. Heat pump sizing strategies Design & Commissioning
6. Manual D duct design Design & Commissioning
7. Service department management Business & Leadership
8. Installation department management Business & Leadership
9. Hiring and onboarding Business & Leadership
10. Teaching and mentoring technicians Business & Leadership
11. Regulatory and technology transition Business & Leadership

Stage 4 · Specialist

1 recommended

Recommended

1. Leadership and company culture Business & Leadership