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Narqix Academy

Home Services Glossary

30 min (reference)

For every Narqix team member in the home services track. Keep this page open during your first month. After using it you will understand the words homeowners, technicians, dispatchers, roofers and insurance companies use, well enough to capture accurate notes. You still never diagnose.

Track: HVAC & Home Services · Role: All roles · Time to complete: 30 min (reference)

Coach's note: Knowing a word helps you listen and take good notes. It does not make you a technician. If a homeowner says "I think it's the capacitor", write "Customer thinks it may be the capacitor" and let the technician decide.

Office and business terms

TermMeaning
Arrival windowThe time range in which the technician will arrive, for example 1 to 3 PM. Never an exact time
Average ticketThe average amount a customer pays per job. Used to set booking targets
Booking rateBooked calls divided by real leads, as a percentage
Call board or dispatch boardThe schedule showing which technician has which job and when
Cancellation listCustomers who want an earlier time if one opens up
Comfort advisorThe sales specialist who quotes replacement equipment. Also called sales advisor or replacement consultant
Diagnostic feeThe charge for a technician to visit and find the problem. Also called service call fee or trip fee
After-hours feeAn extra charge for visits at night, on weekends or holidays
Field service management systemThe main software where customers, jobs, equipment, estimates and the dispatch board live
First-time fixA job solved on the first visit without a return trip
Flat-rate pricing or pricebookA fixed price list for repairs, so the price does not depend on how long the job takes
HoldA job paused for a reason, for example waiting for parts or a customer decision
Job typeThe category of a job (repair, tune-up, install, estimate) that sets its length and how it is reported
Lead sourceWhere the customer heard about the company
Maintenance plan or membershipA paid plan with tune-ups, priority service and discounts. Also called service agreement or club
On-callThe technician or manager available outside office hours for emergencies
RecallA return visit for the same problem soon after a repair, usually free. The client decides what counts
Reason codeA label explaining why a call did not book, or why an estimate was lost
Service areaThe ZIP codes or cities the company serves
Shoulder seasonSpring and fall, when HVAC demand is lower
Technician utilizationThe share of a technician's paid hours spent on billable work
Tune-up or PM (preventive maintenance)A seasonal check and cleaning of a system
Work orderThe record of a job with its details and outcome

HVAC (heating, ventilation and air conditioning)

TermMeaning
AFUEAnnual fuel utilization efficiency. A furnace efficiency rating, shown as a percentage
Air filter and MERVThe filter cleans air going into the system. MERV is its rating; higher catches smaller particles
Air handlerThe indoor unit with the blower fan that moves air through the ducts
Auxiliary or emergency heatBackup electric heat on a heat pump, used in very cold weather or if the heat pump fails
Blower motorThe motor that pushes air through the ducts
BoilerHeats water or steam for radiators or floor heating
BTUBritish thermal unit. A measure of heating or cooling capacity
CapacitorA part that helps motors start. A common summer failure, often with a humming unit that will not start
Central air conditioningA system that cools the whole home through ducts
CompressorThe main pump in the outdoor unit that moves refrigerant. Expensive to replace
Condensate line and pumpCarries water made by the cooling process away from the unit. A clog can cause leaks or shut the system off
CondenserThe outdoor unit of an AC or heat pump that releases heat outside
ContactorAn electrical switch in the outdoor unit that turns it on and off
DamperA plate inside ducts that controls airflow to different areas
Defrost modeA normal heat pump cycle in winter that melts ice on the outdoor unit; it may steam briefly
Ductless mini-splitA system with an outdoor unit and wall-mounted indoor units, no ducts
DuctworkThe tubes that carry air through the home
Evaporator coilThe indoor coil that absorbs heat from the air during cooling
Flame sensorA safety part that confirms the furnace burner is lit. A dirty one can make the furnace shut off repeatedly
Frozen coilIce on the indoor coil, often caused by low airflow or a refrigerant problem
FurnaceHeats air using gas, oil or electricity
Heat exchangerThe part of a gas furnace that separates the flame from the air in the home. A crack can leak carbon monoxide
Heat pumpOne outdoor unit that cools in summer and heats in winter by moving heat
HSPF2Heat pump heating efficiency rating
IAQ (indoor air quality)Add-ons like air purifiers, UV lights, humidifiers and dehumidifiers
IgniterLights the gas in modern furnaces
Pilot lightA small, constant flame in older gas appliances
RefrigerantThe fluid that carries heat in AC and heat pumps. Low refrigerant usually means a leak
R-22, R-410A and newer refrigerantsR-22 is in old systems and phased out. R-410A was common in systems from about 2010. Newer systems use lower-impact refrigerants such as R-454B or R-32
SEER2Cooling efficiency rating used since 2023. Higher is more efficient
Short cyclingA system that turns on and off too often
ThermostatThe wall control that sets temperature and mode
TonnageCooling size of a system. One ton equals 12,000 BTU per hour
ZoningSeparate temperature control for different parts of the home

Plumbing

TermMeaning
Anode rodA metal rod inside a tank water heater that protects the tank from rust
Backflow preventerA device that stops dirty water flowing back into clean supply lines. Often tested yearly
Clean-outAn access point on a drain or sewer line for clearing clogs
Drain cleaning or snakingClearing a clog with a cable machine
FixtureAny device that uses water: sink, toilet, tub, shower
Frozen pipeA pipe blocked by ice in cold weather; it can burst when it thaws
Garbage disposalA unit under the kitchen sink that grinds food waste
Hydro-jettingCleaning drain or sewer lines with very high-pressure water
Main shut-off valveThe valve that stops all water into the home
PEXFlexible plastic water piping used in many newer homes
Pressure reducing valve (PRV)Lowers the city water pressure to a safe level for the home
RepipeReplacing old water pipes throughout a home
Septic systemAn underground tank and field that treats waste where there is no city sewer
Sewer camera inspectionA camera pushed through a sewer line to see blockages, roots or breaks
Sewer lineThe pipe that carries waste from the home to the city sewer or septic tank
Shut-off valve or angle stopA small valve under a sink or toilet to stop water to that fixture
Slab leakA leak in a pipe under a concrete floor
Sump pumpA pump in a basement pit that removes groundwater to prevent flooding
Tank water heaterStores and heats water in a tank, often 40 to 50 gallons
Tankless water heaterHeats water only when needed, with no storage tank
Temperature and pressure relief valveA safety valve on a water heater that releases water if pressure or heat is too high
Water softenerRemoves minerals that cause hard water buildup

Electrical

TermMeaning
AFCIArc-fault circuit interrupter. A breaker that cuts power when it detects dangerous sparking in wiring
Aluminum wiringWiring used in some older homes that can be a fire risk if not maintained
Amperage or service sizeHow much power a home can draw, for example 100 or 200 amp service
Circuit breakerA switch in the panel that cuts power when a circuit is overloaded
Dedicated circuitA circuit for one large appliance, such as an AC, oven or EV charger
Electrical panel or breaker boxThe main box that sends power to all circuits in the home
EV charger installationAdding a charging point for an electric vehicle, usually on a dedicated circuit
GFCI outletGround-fault circuit interrupter. An outlet that cuts power to prevent shocks, used near water
Knob-and-tube wiringVery old wiring found in homes from before about 1950
Meter and meter baseThe utility's power meter and the housing it sits in
Panel upgradeReplacing an electrical panel with a larger or safer one
RewireReplacing old wiring in a home
Service dropThe utility wires from the pole to the home. Damage is a utility emergency
Standby generatorA permanent generator that powers the home during outages
Surge protector (whole home)A device at the panel that protects the home from power spikes
Transfer switchA switch that safely moves the home from utility power to generator power
Tripped breakerA breaker that has switched off. Repeated tripping is a sign of a problem for an electrician

Roofing

TermMeaning
Architectural shingleA thicker, layered asphalt shingle. Also called dimensional or laminated
Three-tab shingleA thinner, flat asphalt shingle, common on older roofs
CanvasserA field person who knocks on doors to find roofing leads
Decking or sheathingThe wooden boards under the shingles
Drip edgeMetal strip along roof edges that guides water into the gutters
FlashingMetal pieces that seal joints around chimneys, walls, skylights and valleys
Granule lossShingles losing their surface grains, a sign of age or hail damage
Gutters and downspoutsChannels and pipes that carry rainwater away from the home
Hail hit or bruiseA soft spot or dent in a shingle from hail
Ice and water shieldA sticky waterproof layer under shingles in valleys and edges
Layers or overlayShingles installed over an old layer instead of removing it. Many areas limit the number of layers
PitchHow steep a roof is
Pipe bootThe rubber seal around a plumbing vent pipe on the roof
Ridge and ridge ventThe top line of the roof, often with a vent to let heat out
Soffit and fasciaThe boards under and along the edge of the roof overhang
Soft metalsGutters, vents and other metal parts that show hail dents clearly
SquareRoofing measurement equal to 100 square feet of roof
Starter stripThe first row of material along the roof edge
Storm footprintThe area a hail or wind storm hit, by ZIP code or map
Tarp or emergency tarpA temporary cover to stop leaks after damage
Tear-offRemoving the old roofing down to the decking
UnderlaymentA protective layer between the decking and the shingles
ValleyWhere two roof slopes meet and water flows down
Flat roof (TPO, modified bitumen)Low-slope roofs covered with membrane materials, common on additions and commercial buildings
Metal roofRoofing made of steel or aluminum panels or shingles

Insurance

TermMeaning
ACV (actual cash value)A policy that pays the value of the damaged roof minus wear and age
AdjusterThe person who inspects damage and decides what the policy pays. A field adjuster visits; a desk adjuster works from photos and reports
CarrierThe insurance company
ClaimA homeowner's request to their insurer to pay for covered damage
Claim numberThe insurer's reference number for a claim
Contingency agreementAn agreement where the homeowner agrees to use the contractor if the claim is approved. Rules vary by state; reps handle these, never you
Date of lossThe date the damage happened, usually the storm date
DeductibleThe amount the homeowner pays on a claim. Flat (for example 1,000 USD) or a percentage of the home's insured value
Deductible waiverA contractor covering or waiving the deductible. Illegal in many states and never offered by Narqix anywhere
DenialThe insurer's decision not to pay a claim
DepreciationThe value taken off for the roof's age and wear
Code upgrade coverageCoverage that may pay for work required by current building codes. Depends on the policy
Mortgage company endorsementWhen an insurance check names the mortgage company too, so it must sign before the money is used
PolicyholderThe person who owns the insurance policy
Public adjusterA licensed adjuster the homeowner can hire to represent them with the insurer
RCV (replacement cost value)A policy that pays the full replacement cost: ACV first, recoverable depreciation after completion
Recoverable depreciationThe held-back amount on an RCV policy, paid after the work is done and documented
Re-inspectionA second adjuster visit, often requested when the first missed damage
Scope of lossThe insurer's written list of what it will pay for
SupplementA request to the insurer to add missed or newly found items to the scope

Compliance and communication

TermMeaning
ConsentThe customer's permission to be contacted in a certain way
DNC (do not call)The national registry and each company's list of people who must not be called
Opt-outA customer's request to stop calls, texts or emails
Quiet hoursTimes when outbound calls and texts are not allowed
Review gatingSending review links only to happy customers. Not allowed
TCPAThe main US federal law on telemarketing calls and texts
10DLCThe US carrier registration system for business texting numbers

Check yourself

  1. What is the difference between a heat pump and a furnace?
  2. What does a square mean in roofing?
  3. What is a recall, and who decides if a visit is one?
  4. What is recoverable depreciation?
  5. What is a GFCI outlet and where is it usually found?
Answers
  1. A heat pump moves heat and can both heat and cool. A furnace only heats, by burning gas or oil or using electric heat.
  2. 100 square feet of roof.
  3. A return visit for the same problem soon after a repair, usually free. The client's rules decide.
  4. The amount held back on an RCV policy for age and wear, paid after the work is completed and documented.
  5. An outlet that cuts power to prevent electric shock, usually found near water: kitchens, bathrooms, garages and outdoors.

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