HVAC In-Home Sales Rep / Comfort Advisor Pre-Hire Assessment
The short answer: First Move Assessment reads what an HVAC comfort advisor does first at the kitchen table: read the household before the equipment, and stay with the homeowner when the number lands and the room goes quiet. It takes the candidate 10 to 20 minutes and starts at $149.
Your first report is covered by a 30-day refund.
How it works
- 1. Pick the seat and send the link.Enter their name and email. About a minute of your day.
- 2. They answer on any phone or computer.10 to 20 minutes. No account, no login, no download.
- 3. The report lands in your inbox.As soon as they finish, ready before the interview.
A seat is the job you are filling, from Service Technician and Dispatcher to General Manager and Chief Financial Officer.
What the In-Home Sales Rep / Comfort Advisor seat carries in an HVAC company
The comfort advisor sits alone at somebody's kitchen table with a replacement that costs as much as a car. They walk the whole house first, the attic, the ductwork and the rooms that never cool, and they look for the bad news themselves so the install crew does not find it on install day.
When the number lands and the homeowners go quiet, a strong advisor stops, leaves the tablet where it is, and asks what they are weighing. Close rate by lead source is decided in that moment.
The other half of the seat is paper: the scope, the equipment photos the rebate needs, the permit detail. And four things are not theirs to settle at the table: the install date, anything below the price they are allowed, whether the technician's diagnosis was right, and whether the company should take the job at all.
Every seat in the trade is listed on the HVAC page.
What the standard for this seat measures
Every situation the candidate reads is written from inside this seat, in the trade's own words, and each one asks for the move they would make first. The report gives a seat match from 0 to 100 against the written standard for the In-Home Sales Rep / Comfort Advisor seat, with its margin of error printed beside it. It shows where the candidate's instincts line up with the seat and where they pull away, with the interview questions to ask about the gaps and what to listen for in the answers. It does not tell you whom to hire. You make the decision.
For this seat the standard leans on staying with the homeowner when the room goes quiet, and on knowing what to settle at the table and what to send back to the office. It reads instinct in the room. It does not say the person can sell; the presentation, options and financing conversation are training.
Where the wrong instinct shows up
- The page turned too soon. The homeowners go quiet at the number and the advisor moves on to financing, and the real concern never comes out.
- The install date promised tonight. The household wants a date to say yes, the advisor gives one, and the install team learns about it the next morning.
- The short scope. The third appointment of the day runs late, the attic photo does not get taken, and the job sold well runs long for the installers.
- The matched quote. The other company's number comes out and the advisor matches it on the spot, below what they were allowed.
See our guide to hiring a comfort advisor.
For the interview itself, see the comfort advisor interview questions.
Frequently asked questions
How much does an In-Home Sales Rep / Comfort Advisor assessment cost?
One assessment is $149. A 5 Pack is $595, a 10 Pack is $995 ($99.50 a candidate) and a 25 Pack is $1,995 ($79.80 a candidate). The Practice License is $4,950 a year and includes 100 assessments ($49.50 each). Every seat costs the same, and assessments never expire. Your first report is covered by a 30-day refund. Full details are on the pricing page.
How long does it take the candidate?
About 10 to 20 minutes on a phone or a computer, with no app and no account. The candidate link expires 30 days after you send it.
How do I get the report?
You pick the seat and enter the candidate's name and email, and the link goes out. The report lands in your inbox the moment the candidate finishes, and it stays in your account for four years, unless you delete it or close the account.
Does it tell me whether someone can sell?
No. It reads the instinct in the room: whether they stay with the household and keep to their authority. Selling skill, the presentation and the financing conversation are training, so keep the mock sit in your process.
Can I use it for a technician moving into sales?
Yes. Send the In-Home Sales Rep / Comfort Advisor assessment to the technician you are thinking of moving. If they have a Service Technician / Lead Technician report, read the two side by side.