PRIVATE STUDY MATERIAL · CLOSER EDUCATION

HVAC + Electrical
Training Academy

Understand the equipment, learn DEAR’s documented electrical workflow, review qualified findings, and prepare accurate estimates—without altering your Buy Limbic Sales Bible.

ELECTRICAL: DEAR MANUAL-BASED HVAC: GENERAL TECHNICAL EDUCATION

Self-study companion. Not an official DEAR HVAC manual; not an electrical/HVAC technician certification or a substitute for safety training.

Your two-track learning plan

Important: The DEAR PDFs supplied cover electrical (Opener and Closer). No official DEAR HVAC training guide was supplied. HVAC content below is general industry education, and any DEAR-specific HVAC sequence must be confirmed with DEAR.

Track 1 — Electrical

Understand DEAR’s Opener and Closer duties, basic electrical concepts, recurring findings, documented evidence, and scope preparation.

Outcome: Independently explain common electrical findings without pretending to diagnose circuits.

Track 2 — HVAC

Identify furnace, AC, and heat-pump systems; understand common failures, evidence and options; learn which questions to ask technicians.

Outcome: Review a qualified technician’s work and accurately explain the proposed solution.

14-day suggested schedule · 25–40 minutes daily

  1. Day 1: E1 DEAR electrical roles and sequence.
  2. Day 2: E2 electrical foundations.
  3. Day 3: E3 common electrical findings.
  4. Day 4: E4 accurate electrical scope and handoffs.
  5. Day 5: Review electrical sections; answer questions 1–11.
  6. Day 6: H1 HVAC system types.
  7. Day 7: H2 cooling cycle and airflow.
  8. Day 8: H3 heating and safety.
  9. Day 9: H4 common HVAC complaints and diagnoses.
  10. Day 10: H5 repair, replacement, sizing and efficiency.
  11. Day 11: H6 DEAR HVAC process gaps and questions.
  12. Day 12: C1 your role across both trades.
  13. Day 13: Complete all self-test questions without notes.
  14. Day 14: Explain five example jobs aloud: dead outlet, excessive voltage drop, AC not cooling, heat pump not heating, furnace shutdown.

Aim to answer at least 22 of 26 recall questions correctly and explain the “why” without reading. Repeat missed topics before treating yourself as ready for customer-facing technical explanations.

Learning modules

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26-question recall exam

Say the answer aloud before revealing it. Choose I knew it or Review again. Your counts are kept locally on this device.

Recall results: No answers rated yet.

Questions to ask on real jobs

Electrical handoff

  1. What did the homeowner actually report?
  2. What were the measured readings and where?
  3. What was directly observed vs suspected?
  4. Which circuits/devices are affected?
  5. Is anything de-energized or otherwise restricted?
  6. Which photos / panel notes support the finding?
  7. What was already repaired or approved?
  8. What needs further qualified verification?

HVAC handoff

  1. What type, model and age of system?
  2. What is the homeowner's comfort complaint?
  3. What temperatures, pressures, airflow or codes were actually documented?
  4. What test supports the conclusion?
  5. Any gas, venting, CO, condensate or refrigerant safety issue?
  6. Is it repairable, and what are legitimate alternatives?
  7. Are ductwork, sizing and controls part of the scope?
  8. What are permits, warranty, timing and exclusions?

Five questions before presenting any solution

  1. What is proven?
  2. What remains uncertain?
  3. What immediate safety instruction did qualified personnel give?
  4. What exactly is included—and excluded—in each option?
  5. Have I completed DEAR’s current required approvals and paperwork?

Sources, provenance and boundaries

DEAR process: Supplied Dear_Electrical_First_Half_v4.pdf (Trust & Proof) and Dear_Electrical_Second_Half_v4.pdf (Findings, Solution & Close). This academy summarizes their role and chapter structure, not every exact script or policy. Where DEAR’s manual itself says VERIFY / PENDING, management approval is required before treating it as settled policy.

HVAC general education: U.S. Department of Energy’s Heat Pump Systems and Heat Pump Fundamentals Training; U.S. EPA’s Section 608 Certification Requirements and Refrigerant Management.

Technical material: General conceptual explanations for a non-technician sales closer; not field-testing instructions, local-code interpretations, or verified diagnoses for a specific home. Use DEAR’s price book, ServiceTitan, the assigned technician, company policy, manufacturer documentation, and qualified specialists for job-specific decisions.

Personal method: This is a separate study resource. It does not modify your FieldOS website or your original Buy Limbic Sales Bible, scripts, or sales sequence.