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Commercial Inside Sales Support: Job Track
Job Track Overview
Job Track Overview
Job Track - Requirements
How to Login to HARDI - Heat.u
How to Login to Carrier - Carrier University (CU)
How to Login to MyLearning Center (MLC)
How to Login to HVACpartners
HARDI - HEATu - HVACR Industry Systems and Equipment
OPTIONAL: Intro to HVAC
HVACPartners Information - Technical Fundamentals
REQUIRED: HVAC Partners Training - MAI Lead (38:49)
REQUIRED: HVAC Partners Quoting and Ordering - Walk Thru - MAI Lead (5:48)
REQUIRED: COLTS - Walk Thru - MAI Lead (8:01)
Carrier University - Technical Fundamentals
Lesson Overview
OPTIONAL: ABC's 1: ABC's of Air Conditioning Part 1
OPTIONAL: ABC's 2: ABC's of Air Conditioning Part 2
OPTIONAL: Basic Refrigeration
REQUIRED: TDP 201 Psychrometric: Fundamentals
REQUIRED: TDP 400 Principles of Mechanical Refrigeration
REQUIRED: TDP 501 Refrigerant Piping
REQUIRED: TDP 504 Duct Design Level 1
REQUIRED: TDP 801 Controls Level 1
MAI - CRM Training - Customer Resource Management
Lesson Overview
REQUIRED: Enter Quote and Change CRM Contacts (6:22)
REQUIRED: Enter Bidders to CRM Project (3:05)
REQUIRED: Change Projects from Tracking to Awarded to Sold (14:35)
REQUIRED: CRM Customer Accounts (9:20)
REQUIRED: Creating Filtered Views (8:39)
REQUIRED: How to Log Replacement Quote in CRM (11:14)
REQUIRED: Project Handoff Process - Tracking to Awarded (14:03)
MAI - Residential Equipment Training
REQUIRED: Carrier Ductless (92:08)
REQUIRED: AprilAire Webinar - Evaporative Humidifiers
MLC - My Learning Center - Residential Equipment Training
Lesson Overview
REQUIRED: Gas Furnace Nomenclature
REQUIRED: Gas Furnace Product Line-up
REQUIRED: Gas Furnace Function and Efficiency
REQUIRED: AC and Heat Pump Nomenclature (Pre-2023 regulatory changes) - Carrier
OPTIONAL: AC and Heat Pump Product Line-up
OPTIONAL: HVAC Technician Basics - Fan Coil & Furnace Coil Components
OPTIONAL: Healthy Home Air 101
OPTIONAL: Healthy Home Air Products (IAQ)
REQUIRED: Ductless System 101
OPTIONAL: Why Compressors Fail
Carrier University - QuotePro Training - Quoting Software
Lesson Overview
REQUIRED: QuotePro - Introduction to QuotePro
REQUIRED: QuotePro - For Sales Engineers
REQUIRED: QuotePro - End User Settings
REQUIRED: QuotePro - Customer and Contact Management
REQUIRED: QuotePro - Working with Projects
REQUIRED: QuotePro - Quotes
REQUIRED: QuotePro - Security
REQUIRED: QuotePro - Security Setups
REQUIRED: QuotePro - Catalogs
REQUIRED: QuotePro - Configurations
REQUIRED: QuotePro - E-Cat Integration
REQUIRED: QuotePro - Engineer to Order (ETO)
REQUIRED: QuotePro - Management Approval Process
REQUIRED: QuotePro - Proposals
REQUIRED: QuotePro - Ordering
REQUIRED: QuotePro - Reporting
MAI - QuotePro - How To Demonstrations
REQUIRED: QuotePro Recap (54:36)
REQUIRED: How to Enter Product Data (5:51)
REQUIRED: How to Release Multiple Quotes Inside a Project (2:42)
REQUIRED: How to Generate a Quote for Customer (9:14)
REQUIRED: How to Enter an Order using QuotePro (55:03)
REQUIRED: How to Release an Order (6:39)
REQUIRED: Preparing an Order Form (3:32)
REQUIRED: How to Generate a Cover Page for a Submittal (1:16)
Carrier University - Light Commercial Rooftop Unit Training
Lesson Overview
OPTIONAL: Constant Volume Rooftop Units
OPTIONAL: TDP 704 Variable Volume and Temperature
OPTIONAL: Variable Air Volume and Temperature Systems (VVT)
OPTIONAL: Variable Air Volume Rooftop Systems (VAV)
REQUIRED: What is a Rooftop Unit Part 1
REQUIRED: What is a Rooftop Unit Part2
REQUIRED: Carrier's Rooftop Product Offerings
REQUIRED: Packaged RTU Builder Part 1
REQUIRED: Packaged RTU Builder Part 2
OPTIONAL: Staged Air Volume - 2 Speed Fan System on Rooftops
OPTIONAL: Humidi-Mizer Adaptive Dehumidification
OPTIONAL: Carrier WeatherExpert 6-23 Ton LC Series
REQUIRED: Commercial Invest Program
MAI - Reznor
REQUIRED: Intro To Gas Unit Heaters
REQUIRED: Reznor Website & ACE Training (52:36)
REQUIRED: ACE Refresh (52:20)
MAI - RenewAire
REQUIRED: How to Select an ERV (7:01)
REQUIRED: How to Create a Dynamic Submittal (2:10)
REQUIRED: How to Calculate Ventilation Airflow (3:00)
REQUIRED: How to Select RenewAire Duct Heater (4:27)
REQUIRED: RenewAire New Product Training
REQUIRED: RenewAire Cores Training (53:00)
Carrier University - Rooftop Units
OPTIONAL: 48/50 A-Series Product Overview
OPTIONAL: 48/50A-Series Lunch and Learn
OPTIONAL: 48/50 P-Series Lunch and Learn
MAI - Rooftop Units
OPTIONAL: A-Series ECAT Walk-Thru (28:15)
Carrier University - Commercial Split Systems
REQUIRED: What is a Commercial Split System?
REQUIRED: Commercial Split System Overview
My Learning Center - MLC - Commercial Split Systems
REQUIRED: A2L Refrigerant - R-454B - 1 - Industry Safe Application
REQUIRED: A2L Refrigerant - R-454B - 2 - Safety, Storage, & Transportation
REQUIRED: A2L Refrigerant - R-454B - 3 - Residential Split Installation & Service
REQUIRED: A2L Refrigerant - R-454B - 4 - Ductless Installation & Service
REQUIRED: A2L Refrigerant - R-454B - 5 - Residential Split, Ductless & Light Commercial - Carrier Product Overview
MAI - Commercial Split System
OPTIONAL: Light Commercial 40RU 38AU (38:47)
Carrier University - Water Source Heat pumps
REQUIRED: TDP 706 Water Source Heat Pumps
REQUIRED: What is a Water Source Heat Pump - Part 1
REQUIRED: What is a Water Source Heat Pump - Part 2
My Learning Center - MLC - Sales Training
REQUIRED: Five Customer Buying Principles
OPTIONAL: How to Increase Sales (1) Understanding Why Buyers Buy
OPTIONAL: How to Increase Sales (2) Increasing Confidence
OPTIONAL: How to Increase Sales (3) Sell Up by Selling Down
OPTIONAL: How to Increase Sales (4) Turning Objections into Opportunities
OPTIONAL: How to Increase Sales (5) Three Magic Words
OPTIONAL: Sales with Shari Levintin: Objections Part 1
OPTIONAL: Sales with Shari Levintin - Chapter 1: Objections part 2
OPTIONAL: Sales with Shari Levintin - Chapter 2: Escaping Sales HELL
OPTIONAL: Sales with Shari Levintin - Chapter 3: Story Selling
OPTIONAL: Sales with Shari Levintin - Chapter 4: The CALL Method – Part 1 Connecting
OPTIONAL: Sales with Shari Levintin - Chapter 4: The CALL Method – Part 2 Asking
OPTIONAL: Sales with Shari Levintin - Chapter 4: The CALL Method – Part 3 Listen & Link
Minnesota Air Academy - Training
Section Overview
OPTIONAL: Airflow Testing (118:47)
REQUIRED: HVAC Load Calculations (326:56)
REQUIRED: RTU 1: Rooftop Units (242:12)
REQUIRED: RTU Humidi-Mizers (31:44)
OPTIONAL: Gas Furnace - No Heat (GFNHC) Part 1 (48:10)
OPTIONAL: Gas Furnace - No Heat (GFNHC) Part 2 - Fault Codes and Tips (31:05)
MAI Led - Product Knowledge - Classroom
Section Overview
REQUIRED: Economizers Fundamentals (Econo 1)
REQUIRED: Refrigerants
REQUIRED: Refrigeration Piping Basics
REQUIRED: HP1
REQUIRED: FASD
REQUIRED: Humidifiers
REQUIRED: HVAC Standard Controls
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REQUIRED: QuotePro - Security
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