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SECTION 03

APPEARANCE & PERSONAL CONDUCT

3.1 Purpose

Klein Cooling employees work inside people’s homes.

Customers are trusting us with their property, their equipment, and occasionally a significant amount of money.

Look like someone they should trust.

Employees are not expected to look like corporate executives.

We work in HVAC.

By 2:00 p.m. in August, everyone involved understands what has happened.

The standard is not perfection.

The standard is:

Clean. Presentable. Professional. Respectful.

And wearing a shirt.

This final requirement should not have required clarification.


3.2 Company Clothing

Field personnel shall wear clean, appropriate Klein Cooling clothing while representing the company.

Company shirts should be:

  • Reasonably clean at the beginning of the workday.
  • In good condition.
  • Appropriate for entering a customer’s home.
  • Worn in a manner suggesting the employee intended to wear the shirt.

Normal wear associated with HVAC work is expected.

Sweat happens.

Dust happens.

Attic insulation happens.

PVC glue will eventually happen regardless of all known precautions.

There is a difference between:

“I’ve been working all day.”

and:

“I found this shirt under the passenger seat.”

Employees are expected to recognize that difference.


3.3 Non-Company Shirts

Employees shall not substitute personal T-shirts for approved company clothing while performing customer-facing work unless specifically authorized.

This includes shirts displaying:

  • Political messages.
  • Profanity.
  • Alcohol or tobacco advertising.
  • Questionable graphics.
  • Competitor HVAC companies.
  • Bands.

3.3.1 Creed

No Creed T-shirts.

This policy is final.

No additional explanation will be provided.

3.3.2 Follow-Up Questions Regarding Creed

No.


3.4 Pants and Shorts

Work pants or appropriate work shorts shall be worn.

They should:

  • Fit properly.
  • Be reasonably clean.
  • Be free from excessive tears.
  • Permit normal movement required for HVAC work.
  • Remain in approximately the same location on the employee’s body throughout the workday.

Belts are encouraged where necessary.

Customers should not become involuntary participants in determining what brand of underwear the technician purchases.


3.5 Footwear

Employees shall wear appropriate work footwear.

Footwear should be suitable for:

  • Ladders.
  • Attics.
  • Roofs.
  • Mechanical rooms.
  • Wet conditions.
  • Uneven terrain.
  • Whatever the customer means by “it’s just around back.”

Flip-flops are not approved HVAC footwear.

Crocs require management review.

Sports Mode does not automatically constitute OSHA compliance.


3.6 Personal Hygiene

Employees are expected to maintain reasonable personal hygiene.

This includes:

  • Regular bathing.
  • Clean clothing.
  • Deodorant.
  • Basic dental hygiene.
  • Reasonable grooming.

HVAC is physical work.

People sweat.

Customers know this.

There is nevertheless a point at which the technician becomes the indoor air quality problem.

Do not reach that point.

3.6.1 Cologne and Fragrance

Use reasonable judgment.

The customer should not know you have entered the home three rooms before seeing you.

The goal is:

“The technician is here.”

Not:

“Something happened at Abercrombie.”


3.7 Smoking and Vaping

Employees shall not smoke or vape:

  • Inside a customer’s home.
  • Inside a customer’s garage.
  • On a customer’s lanai.
  • Near an open door or window.
  • While speaking with the customer.
  • While carrying the customer’s thermostat.
  • While standing over the condenser explaining static pressure.

Actually:

Do not smoke or vape on the customer’s property.

This is considerably easier.

3.7.1 Cigarette Disposal

Customer flowerpots are not ashtrays.

Neither are:

  • Condenser pads.
  • Driveways.
  • Drain cleanouts.
  • Tool bags.
  • The bed of the customer’s truck.

Use an appropriate location away from the customer’s property.


3.8 Profanity

Employees shall not use profanity in a customer’s home or on a customer’s property.

This applies even when:

  • The wrench slips.
  • The attic is 145°F.
  • The screw falls into the insulation.
  • The same screw falls into the insulation again.
  • The access panel refuses to line up.
  • The homeowner says, “The other guy did it in ten minutes.”
  • The compressor starts immediately after you told everyone it definitely would not start.

The equipment cannot hear you.

The customer can.

3.8.1 Technician-to-Technician Communication

The presence of another technician does not suspend this policy.

Whispering does not suspend this policy.

Walking approximately six feet away does not suspend this policy.

The Ring doorbell has also complicated matters considerably.

3.8.2 Journeyman Historical Exception

Some technicians were trained by journeymen who cursed like sailors.

This is acknowledged as part of trade history.

We are not preserving every tradition.


3.9 Customer’s Existing Equipment

Employees shall not insult a customer’s existing equipment or previous installation.

Do not walk into an attic and announce:

“Who installed this garbage?”

There are several reasons for this.

First, it is unprofessional.

Second, the customer may have paid a considerable amount of money for it.

Third, the installer may be:

  • The customer’s brother.
  • The customer’s father.
  • The customer’s neighbor.
  • The customer.
  • Klein Cooling.

That last possibility deserves particular consideration.

3.9.1 Approved Alternative

Instead of:

“This install is terrible.”

say:

“There are a few things here I would have done differently.”

Then explain what matters and why.

If the installation is actually creating a problem:

Explain the problem.

If it is ugly but working correctly:

Remember that we were called to repair the air conditioner, not judge an HVAC beauty pageant.


3.10 Other HVAC Companies

Employees shall not trash other HVAC companies in front of customers.

We may disagree with another company’s:

  • Diagnosis.
  • Installation.
  • Recommendation.
  • Pricing.
  • Repair method.

Explain the disagreement using facts.

Do not turn it into a character assessment.

The technician who made the previous diagnosis may have:

  • Missed something.
  • Been given incomplete information.
  • Seen the equipment behaving differently.
  • Had a bad day.
  • Been wrong.

We have also been wrong.

Start with grace.

Then diagnose the equipment.

3.10.1 Approved Technical Criticism

Acceptable:

“I don’t see evidence that the compressor has failed. Here’s what I’m measuring.”

Not acceptable:

“Those guys don’t know what they’re doing.”

One statement contains diagnostic information.

The other contains a future opportunity for us to look stupid.


3.11 Phones

Personal phone use shall be limited while interacting with customers.

Phones may legitimately be used for:

  • Manufacturer information.
  • Technical support.
  • Equipment documentation.
  • Photos.
  • Job documentation.
  • Company communication.
  • Calculations.
  • Ordering parts.

If a customer sees a technician looking at a phone, they should reasonably believe the phone is being used for the job.

They should not discover that the technician is watching a man restore a pressure washer on YouTube.

That can wait.

3.11.1 Apprentice Phone Procedure

If the journeyman is:

  • Carrying equipment,
  • Setting a ladder,
  • Cleaning the work area,
  • Unloading tools,

and the apprentice is standing nearby looking at his phone:

The apprentice has incorrectly identified the next task.

Put the phone away.

Pick something up.


3.12 Headphones and Earbuds

Employees shall not wear headphones or earbuds while communicating with customers.

If hearing protection is required for work being performed, use appropriate hearing protection.

Listening to music while performing appropriate tasks may be permitted when it does not interfere with:

  • Safety.
  • Communication.
  • Awareness of surroundings.
  • Professionalism.

If the customer has spoken to you three times and you responded on the fourth:

The volume is too high.


3.13 Music

Employees shall use reasonable judgment regarding music played at a jobsite.

Remember:

The customer did not hire a DJ.

Music should not be:

  • Excessively loud.
  • Profane.
  • Disruptive.
  • Audible throughout the neighborhood.

3.13.1 Technician Music Preferences

Klein Cooling recognizes that technicians may have strong opinions regarding music.

These opinions do not need to be resolved during an installation.

3.13.2 Creed

Still no.


3.14 Vehicles

Company vehicles are part of the customer’s first impression.

They do not need to look freshly detailed every morning.

They do need to look like they belong to a professional company.

Reasonable standards include:

  • Remove excessive trash.
  • Secure tools and equipment.
  • Do not allow the dashboard to become long-term storage.
  • Keep paperwork reasonably organized.
  • Remove food before it develops independent legal status.

The service vehicle is a workplace.

It is not a mobile archaeological site.


3.15 Parking

Employees should park thoughtfully.

Avoid:

  • Blocking the customer’s garage unnecessarily.
  • Blocking neighboring driveways.
  • Parking on landscaping.
  • Driving across irrigation heads.
  • Creating a situation where the homeowner must locate the technician to leave their own house.

If a driveway contains a vehicle that appears to cost more than the technician’s annual income:

Do not park six inches from it.

This is not a financial judgment.

This is risk management.


3.16 Personal Conduct

Employees shall conduct themselves professionally while representing Klein Cooling.

Do not:

  • Argue with customers.
  • Raise your voice.
  • Make inappropriate jokes.
  • Discuss confidential information about other customers.
  • Complain excessively about the company.
  • Complain excessively about coworkers.
  • Complain excessively about the weather.

Some weather complaints are permitted.

We work in Florida.

3.16.1 August Exception

Between June and September, employees may state:

“It’s hot.”

This statement may be repeated periodically.

It does not require documentation.


3.17 Social Awareness

Read the room.

Some customers want to talk.

Some customers want to watch.

Some customers want to ask 400 questions.

Some customers want to point at the thermostat and disappear until the invoice arrives.

All are acceptable.

Adjust accordingly.

Do not force conversation on someone who clearly wants to be left alone.

Do not ignore someone who clearly wants to understand what you’re doing.

And if the customer follows you to the condenser:

Congratulations.

You have company.


3.18 Customer Observation

Customers are permitted to watch technicians work when it can be done safely.

Technicians shall not become irritated merely because a customer is interested in what is happening.

They own the equipment.

They may look at it.

3.18.1 The Shoulder

Occasionally, a customer will stand approximately six inches behind the technician’s shoulder for the entire diagnostic procedure.

Remain professional.

Continue working.

If the customer begins breathing directly on the technician’s neck:

Reasonable repositioning is authorized.


3.19 Professional Language

Explain technical information in language the customer can understand.

Do not attempt to establish expertise by using the largest technical vocabulary available.

The goal is understanding.

Not domination.

Likewise, do not speak to customers as though they are stupid because they do not understand HVAC.

They probably know things you don’t.

This may include dentistry, accounting, software development, electrical engineering, or how to operate the television remote that has defeated you for fifteen minutes.

Everyone has a trade.

Respect theirs.


3.20 Before You Speak

Before making a comment in a customer’s home, technicians should consider whether the statement is:

  1. True.
  2. Necessary.
  3. Professional.
  4. Helpful.

If it is none of those things:

There remains an additional option.

Do not say it.

This procedure has prevented an extraordinary number of problems across human history.


3.21 Final Appearance & Conduct Standard

Customers should remember the technician because:

  • They were respectful.
  • They explained things clearly.
  • They knew what they were doing.
  • They treated the home carefully.
  • They were honest.
  • They fixed the problem.

Not because:

  • They smelled like cigarettes.
  • They insulted the customer’s equipment.
  • They argued with another technician.
  • They spent the appointment on their phone.
  • They left trash in the driveway.
  • They provided an unsolicited political monologue.
  • They wore a Creed T-shirt.

OPERATING PRINCIPLE

Have some class.

You are in somebody else’s home.

Act like it.

And for the final time:

No Creed T-shirts.

END OF SECTION 03