OMEGA AIR

INTERNAL PORTAL — TEAM ACCESS

OMEGA AIRINTERNAL PORTAL
INTERNAL USE ONLY
Prices marked * are estimates — verify and update. Click a service to get the phone script. Never promise an exact price over the phone.
Total: 0 sq ft

SAVED TONNAGE CALCULATIONS

Run capacitor test under load, 60 Hz. Formula: (Amps × 2652) ÷ Volts. Healthy caps read within ±6% of the label rating. Live result — no button needed.

Measured under load

Clamp on the cap lead (HERM or FAN wire)
VAC across terminals — C to the side you're testing

Compare to rating

Dual caps: test HERM and FAN sides separately
-20%-6%0+6%+20%
--.-
µF Capacitance

How to measure

  1. Run the system — the cap must be under load, outdoor unit running.
  2. Clamp amps on the wire from the cap terminal you're testing (HERM = compressor, FAN = condenser fan).
  3. Measure VAC across the cap: common (C) to that same terminal.
  4. Enter both numbers — µF and verdict appear instantly.
Weak caps drift low before they fail: 6–15% under rating → replace soon; more → replace now. Capacitors hold a charge — discharge before touching terminals.
Best value — offer first

Annual PM Plan

$345
per year · one system · two visits
  • Spring A/C tune-up + Fall heating check
  • Year-round coverage — 365 days
  • Priority scheduling
  • 10% off repairs during the year
  • No trip charge on service calls
  • Season reminders — we call the customer

One-Time Tune-Up

$129
single visit · per system
  • Full inspection & safety check
  • Coil / filter / drain, refrigerant & performance test
  • Written condition report

Service Call

$85
diagnostic visit
  • System check-up & basic diagnostic
  • Written estimate for any repair
  • Waived for Annual Plan members
+ $79 / yr each additional system on the Annual Plan (same address, same visits)
$345
Offer "Since we're already servicing your system — we have a maintenance plan for $345 a year. It includes two visits, spring and fall, priority scheduling, 10% off any repairs, and no trip charge all year."
Price objection "Two separate tune-ups are $258 on their own, and the plan also removes the $85 trip charge on every call plus gives you 10% off repairs — it usually pays for itself with one repair."
Not ready to buy "No problem. Would you like us to add you to our free reminder list? We'll simply call you when it's time for seasonal maintenance — no obligation."
Close "Great — I'll set that up right now. Which months work best for your visits?"

ENROLL CUSTOMER / REMINDER OPT-IN

CustomerPhoneJob #PlanSysSeasonAddedNotesActions

JOB MATERIAL LIST

Create a reusable material checklist, attach selected materials to one Jobber job, and mark items ready as they are collected. The catalog can be edited at any time.

INTERNAL MATERIAL PLANNER

Current Job

Material Catalog

Deleting a catalog item removes it from the reusable template only. Existing saved job lists keep their own copy of that material.

Selected for This Job

0 selected0 ready

Saved Job Material Lists

1–3 days 4–6 days 7+ days / past ETA
WaitingJob #PartSupplierOrder # OrderedETATrackingCustomerNotesActions
has waiting parts all received
Quick reference for dispatchers — what the equipment is and what to ask the customer. From the Omega Air dispatcher training guide.

CENTRAL AC

One outdoor unit cools the whole home through air ducts and vents. Indoor part is usually a furnace + evaporator coil.

Ask the customer
  • Central system or mini-split?
  • Is the outdoor unit running?
  • Air from vents: cold, warm, or none?
  • Error on the thermostat?
  • When was the filter last replaced?

HEAT PUMP

Both cools and heats the home. Key option for electrification and rebate programs.

Ask the customer
  • Problem with cooling or heating?
  • Does the system turn on at all?
  • Gas furnace or electric heat pump?
  • Error code on the thermostat?

MINI-SPLIT

Ductless: one outdoor unit + one or more indoor wall-mounted heads.

Ask the customer
  • How many rooms need cooling?
  • Square footage?
  • Already installed or new installation?
  • Where can the outdoor unit go?

FURNACE

Heats air and pushes it through ductwork. In San Diego usually gas. Gas smell → customer must NOT wait: turn system off, call the gas company / 911.

Ask the customer
  • Does the furnace turn on?
  • Any heat? Any flame?
  • Any gas smell?

AIR HANDLER

Indoor blower cabinet that moves air through the ducts. Usually paired with a heat pump. Not an outdoor AC unit by itself.

Simple explanation
  • "It's the fan box that pushes air around the house."

PHOTOS TO REQUEST

Always ask the customer to text/email photos and attach them to the job in Jobber:

  • Outdoor unit + indoor unit
  • Thermostat (with error code if any)
  • Model / serial label
  • Installation area
  • Electrical panel (for installs)

OUR WEBSITES

fixomega.comMain site — Omega Tech Service bryant.fixomega.comBryant HVAC installation — dealer landing mitsubishi.fixomega.comMitsubishi mini-splits — dealer landing firsthomewarranty.fixomega.comFirst American Home Warranty service homewarranty.fixomega.comFidelity National Home Warranty service internal.fixomega.comThis portal — internal use only

DISTRIBUTORS

Distributor & rep contacts — who helps with equipment selection, availability and pricing.

DAIKIN

Company ID: 292709
Rep David Choi — Territory Manager
(619) 714-0342 · David.Choi@daikincomfort.com
Sales (858) 569-1715 — sales managers
Portal my.daikincomfort.com ↗
Address 4400 Ruffin Rd, San Diego, CA 92123 ↗

MITSUBISHI

Account: 1068612
Main (619) 258-9382
Rep Chris Arnce — Territory Sales Manager, San Diego
(619) 908-2224
Supervisor Mike Tucci
MTucci@hvac.mea.com
Address 1238 N Marshall Ave, El Cajon, CA 92020 ↗

BRYANT (Sigler)

Warehouse (619) 202-1154 — main sales warehouse
Marketing Braydon Terzo — Sigler Marketing Programs
(623) 388-5259 · Bterzo@siglers.com
Portal siglers.com/el-cajon ↗
Address 1900 Weld Blvd #100, El Cajon, CA 92020 ↗

HVAC QUOTE BUILDER

Internal estimator — equipment + install cost + permit + contingency + margin. Verify equipment availability and final rebates before presenting a proposal.

Dealer cost → customer price

Project & equipment

Cost assumptions

Rebate is shown as a customer credit after the selling price. Use only after eligibility is confirmed. Daikin remains Custom/Estimate until the current distributor price list is entered.

Saved estimates

INTERNAL ONLY · DO NOT SHOW CUSTOMER

Estimate summary

Equipment$0
Labor + materials$0
Permit / admin$0
Electrical / extra materials$0
Accessories / controls$0
Crane / roof / access$0
Other direct cost$0
Base direct cost$0
Contingency$0
Total internal cost$0
Target selling price$0
Customer rebate / credit−$0
Projected gross profit$0
Actual gross margin0%
Preliminary customer price$0before verified rebates
Internal estimating tool only. Final proposal must reflect site conditions, code requirements, equipment availability, permit scope, tax, accessories, financing fees and confirmed incentive rules.

QUOTE FOLLOW-UP / COMPETITIVE REVIEW

Track open Jobber quotes, create follow-up todos, request competing proposals, and re-evaluate pricing only after a comparable written quote is received.

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Todo / DueClientQuoteAmountStatusNext actionContactActions
Suggested workflow: quote sent → follow up in 2–3 days → request competitor quote → review comparable scope → price review → won/lost. Use SHORT SMS for a quick follow-up or FULL MESSAGE for the detailed competitive review message. No automatic promise to beat a price.

ADD QUOTE FOLLOW-UP

Competitive quote review
High Value is assigned automatically at $15,000+. Quotes of $50,000+ are marked VIP. After “SMS SENT”, the next todo is scheduled 5 days later.

TEAM TO-DO / INTERNAL NOTES

Assign internal tasks to each other, track due dates and priorities, leave progress notes, and see what is open, overdue, waiting, or completed.

I AM
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DueTask / Internal NoteAssigned ToRelatedPriorityStatusUpdatedActions
Workflow: assign task → set due date → Start / Waiting → add progress notes → Done. “MY TASKS” uses the name selected in I AM. Team-wide sharing requires TEAM STORAGE.

ADD TEAM TASK

Related work

OMEGA AIR PERMIT PACKAGE BUILDER

Internal workflow for HVAC permit submittals. Enter project and equipment data, generate a clean scope, track required documents, and open a print-ready permit summary. Always verify final City requirements for the specific property and permit type.

CITY OF SAN DIEGO · START HERE ↗
San Diego workflow · internal tool
Official starting point: Plan-Required Mechanical Permit requirements — City of San Diego Development Services. Use the button above before each new permit to verify current document and submittal requirements.

1 · Project / Property

2 · HVAC Equipment

3 · Manual J / S & Scope

4 · Project Files

Building Construction Plans
Mechanical floor plan / equipment locations / line-set / condensate / disconnect.
Manual J / Manual S
Upload combined Mechanical Reference Material when the portal allows one file per type.
Photographic Survey
Optional project / equipment / location photos.

Saved Permit Projects

Permit Readiness Checklist

Portal Upload Map

Building Construction PlansMechanical plan set PDF
DSD-Mechanical Reference MaterialManual J + Manual S / mechanical calculations
Photographic SurveySite / equipment photos, if useful or requested
Owner-Builder VerificationWhen applicable to the applicant / project
Internal checklist only. Portal requirements can change by project type, jurisdiction and reviewer. Verify the current City requirements before submitting.
Insurance / warranty report templates. ⧉ copies a section, COPY FULL copies the whole report. Stored on the server — the whole team sees the same list.

ADD REPORT TEMPLATE

ADD PART ORDER