There may be situations where you will want to show your customer a side-by-side comparison that includes both a repair and also a full replacement.

In this case, let's imagine that you can either (a) charge the customer's system with refrigerant, (b) do a leak detection and repair job, or (c) present a few replacement proposals with financing included.

In this case, your repair options are built ahead of time. Your strategy is primarily about training your team to identify scenarios where the "repair-vs-replace" option makes sense for your customers.

The important aspect of this recipe is to work with your consultants to understand how a traditional HVAC replacement option can be combined with a FlexJob to also offer repair service as an option.

Once you've designed your strategy, you can begin to create your first FlexJob.

As an admin, you'll create a unique FlexJob for charging the system with Refrigerant, and another job for Detecting a Leak.

These should be created to emphasize the unique work and capabilities of your company and also be kept simple enough that they can apply to a wider range of situations. Remember, you can always Customize these 'on the fly,' if needed.

The key to this recipe is using these jobs properly when building a "repair-vs-replace" proposal for your customer.

Your team can build options to show your customer in the Proposals section of the App:

At this point, you have 4 options that include both service and replacement. Of course, you can make any necessary Customizations to your services as needed. You can also make recommendations on all of these options to add even more value for you and for your customers!