Home Services Glossary
30 min (reference)
track progress
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
| Term | Meaning |
|---|---|
| Arrival window | The time range in which the technician will arrive, for example 1 to 3 PM. Never an exact time |
| Average ticket | The average amount a customer pays per job. Used to set booking targets |
| Booking rate | Booked calls divided by real leads, as a percentage |
| Call board or dispatch board | The schedule showing which technician has which job and when |
| Cancellation list | Customers who want an earlier time if one opens up |
| Comfort advisor | The sales specialist who quotes replacement equipment. Also called sales advisor or replacement consultant |
| Diagnostic fee | The charge for a technician to visit and find the problem. Also called service call fee or trip fee |
| After-hours fee | An extra charge for visits at night, on weekends or holidays |
| Field service management system | The main software where customers, jobs, equipment, estimates and the dispatch board live |
| First-time fix | A job solved on the first visit without a return trip |
| Flat-rate pricing or pricebook | A fixed price list for repairs, so the price does not depend on how long the job takes |
| Hold | A job paused for a reason, for example waiting for parts or a customer decision |
| Job type | The category of a job (repair, tune-up, install, estimate) that sets its length and how it is reported |
| Lead source | Where the customer heard about the company |
| Maintenance plan or membership | A paid plan with tune-ups, priority service and discounts. Also called service agreement or club |
| On-call | The technician or manager available outside office hours for emergencies |
| Recall | A return visit for the same problem soon after a repair, usually free. The client decides what counts |
| Reason code | A label explaining why a call did not book, or why an estimate was lost |
| Service area | The ZIP codes or cities the company serves |
| Shoulder season | Spring and fall, when HVAC demand is lower |
| Technician utilization | The 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 order | The record of a job with its details and outcome |
HVAC (heating, ventilation and air conditioning)
| Term | Meaning |
|---|---|
| AFUE | Annual fuel utilization efficiency. A furnace efficiency rating, shown as a percentage |
| Air filter and MERV | The filter cleans air going into the system. MERV is its rating; higher catches smaller particles |
| Air handler | The indoor unit with the blower fan that moves air through the ducts |
| Auxiliary or emergency heat | Backup electric heat on a heat pump, used in very cold weather or if the heat pump fails |
| Blower motor | The motor that pushes air through the ducts |
| Boiler | Heats water or steam for radiators or floor heating |
| BTU | British thermal unit. A measure of heating or cooling capacity |
| Capacitor | A part that helps motors start. A common summer failure, often with a humming unit that will not start |
| Central air conditioning | A system that cools the whole home through ducts |
| Compressor | The main pump in the outdoor unit that moves refrigerant. Expensive to replace |
| Condensate line and pump | Carries water made by the cooling process away from the unit. A clog can cause leaks or shut the system off |
| Condenser | The outdoor unit of an AC or heat pump that releases heat outside |
| Contactor | An electrical switch in the outdoor unit that turns it on and off |
| Damper | A plate inside ducts that controls airflow to different areas |
| Defrost mode | A normal heat pump cycle in winter that melts ice on the outdoor unit; it may steam briefly |
| Ductless mini-split | A system with an outdoor unit and wall-mounted indoor units, no ducts |
| Ductwork | The tubes that carry air through the home |
| Evaporator coil | The indoor coil that absorbs heat from the air during cooling |
| Flame sensor | A safety part that confirms the furnace burner is lit. A dirty one can make the furnace shut off repeatedly |
| Frozen coil | Ice on the indoor coil, often caused by low airflow or a refrigerant problem |
| Furnace | Heats air using gas, oil or electricity |
| Heat exchanger | The part of a gas furnace that separates the flame from the air in the home. A crack can leak carbon monoxide |
| Heat pump | One outdoor unit that cools in summer and heats in winter by moving heat |
| HSPF2 | Heat pump heating efficiency rating |
| IAQ (indoor air quality) | Add-ons like air purifiers, UV lights, humidifiers and dehumidifiers |
| Igniter | Lights the gas in modern furnaces |
| Pilot light | A small, constant flame in older gas appliances |
| Refrigerant | The fluid that carries heat in AC and heat pumps. Low refrigerant usually means a leak |
| R-22, R-410A and newer refrigerants | R-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 |
| SEER2 | Cooling efficiency rating used since 2023. Higher is more efficient |
| Short cycling | A system that turns on and off too often |
| Thermostat | The wall control that sets temperature and mode |
| Tonnage | Cooling size of a system. One ton equals 12,000 BTU per hour |
| Zoning | Separate temperature control for different parts of the home |
Plumbing
| Term | Meaning |
|---|---|
| Anode rod | A metal rod inside a tank water heater that protects the tank from rust |
| Backflow preventer | A device that stops dirty water flowing back into clean supply lines. Often tested yearly |
| Clean-out | An access point on a drain or sewer line for clearing clogs |
| Drain cleaning or snaking | Clearing a clog with a cable machine |
| Fixture | Any device that uses water: sink, toilet, tub, shower |
| Frozen pipe | A pipe blocked by ice in cold weather; it can burst when it thaws |
| Garbage disposal | A unit under the kitchen sink that grinds food waste |
| Hydro-jetting | Cleaning drain or sewer lines with very high-pressure water |
| Main shut-off valve | The valve that stops all water into the home |
| PEX | Flexible plastic water piping used in many newer homes |
| Pressure reducing valve (PRV) | Lowers the city water pressure to a safe level for the home |
| Repipe | Replacing old water pipes throughout a home |
| Septic system | An underground tank and field that treats waste where there is no city sewer |
| Sewer camera inspection | A camera pushed through a sewer line to see blockages, roots or breaks |
| Sewer line | The pipe that carries waste from the home to the city sewer or septic tank |
| Shut-off valve or angle stop | A small valve under a sink or toilet to stop water to that fixture |
| Slab leak | A leak in a pipe under a concrete floor |
| Sump pump | A pump in a basement pit that removes groundwater to prevent flooding |
| Tank water heater | Stores and heats water in a tank, often 40 to 50 gallons |
| Tankless water heater | Heats water only when needed, with no storage tank |
| Temperature and pressure relief valve | A safety valve on a water heater that releases water if pressure or heat is too high |
| Water softener | Removes minerals that cause hard water buildup |
Electrical
| Term | Meaning |
|---|---|
| AFCI | Arc-fault circuit interrupter. A breaker that cuts power when it detects dangerous sparking in wiring |
| Aluminum wiring | Wiring used in some older homes that can be a fire risk if not maintained |
| Amperage or service size | How much power a home can draw, for example 100 or 200 amp service |
| Circuit breaker | A switch in the panel that cuts power when a circuit is overloaded |
| Dedicated circuit | A circuit for one large appliance, such as an AC, oven or EV charger |
| Electrical panel or breaker box | The main box that sends power to all circuits in the home |
| EV charger installation | Adding a charging point for an electric vehicle, usually on a dedicated circuit |
| GFCI outlet | Ground-fault circuit interrupter. An outlet that cuts power to prevent shocks, used near water |
| Knob-and-tube wiring | Very old wiring found in homes from before about 1950 |
| Meter and meter base | The utility's power meter and the housing it sits in |
| Panel upgrade | Replacing an electrical panel with a larger or safer one |
| Rewire | Replacing old wiring in a home |
| Service drop | The utility wires from the pole to the home. Damage is a utility emergency |
| Standby generator | A 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 switch | A switch that safely moves the home from utility power to generator power |
| Tripped breaker | A breaker that has switched off. Repeated tripping is a sign of a problem for an electrician |
Roofing
| Term | Meaning |
|---|---|
| Architectural shingle | A thicker, layered asphalt shingle. Also called dimensional or laminated |
| Three-tab shingle | A thinner, flat asphalt shingle, common on older roofs |
| Canvasser | A field person who knocks on doors to find roofing leads |
| Decking or sheathing | The wooden boards under the shingles |
| Drip edge | Metal strip along roof edges that guides water into the gutters |
| Flashing | Metal pieces that seal joints around chimneys, walls, skylights and valleys |
| Granule loss | Shingles losing their surface grains, a sign of age or hail damage |
| Gutters and downspouts | Channels and pipes that carry rainwater away from the home |
| Hail hit or bruise | A soft spot or dent in a shingle from hail |
| Ice and water shield | A sticky waterproof layer under shingles in valleys and edges |
| Layers or overlay | Shingles installed over an old layer instead of removing it. Many areas limit the number of layers |
| Pitch | How steep a roof is |
| Pipe boot | The rubber seal around a plumbing vent pipe on the roof |
| Ridge and ridge vent | The top line of the roof, often with a vent to let heat out |
| Soffit and fascia | The boards under and along the edge of the roof overhang |
| Soft metals | Gutters, vents and other metal parts that show hail dents clearly |
| Square | Roofing measurement equal to 100 square feet of roof |
| Starter strip | The first row of material along the roof edge |
| Storm footprint | The area a hail or wind storm hit, by ZIP code or map |
| Tarp or emergency tarp | A temporary cover to stop leaks after damage |
| Tear-off | Removing the old roofing down to the decking |
| Underlayment | A protective layer between the decking and the shingles |
| Valley | Where 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 roof | Roofing made of steel or aluminum panels or shingles |
Insurance
| Term | Meaning |
|---|---|
| ACV (actual cash value) | A policy that pays the value of the damaged roof minus wear and age |
| Adjuster | The person who inspects damage and decides what the policy pays. A field adjuster visits; a desk adjuster works from photos and reports |
| Carrier | The insurance company |
| Claim | A homeowner's request to their insurer to pay for covered damage |
| Claim number | The insurer's reference number for a claim |
| Contingency agreement | An 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 loss | The date the damage happened, usually the storm date |
| Deductible | The amount the homeowner pays on a claim. Flat (for example 1,000 USD) or a percentage of the home's insured value |
| Deductible waiver | A contractor covering or waiving the deductible. Illegal in many states and never offered by Narqix anywhere |
| Denial | The insurer's decision not to pay a claim |
| Depreciation | The value taken off for the roof's age and wear |
| Code upgrade coverage | Coverage that may pay for work required by current building codes. Depends on the policy |
| Mortgage company endorsement | When an insurance check names the mortgage company too, so it must sign before the money is used |
| Policyholder | The person who owns the insurance policy |
| Public adjuster | A 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 depreciation | The held-back amount on an RCV policy, paid after the work is done and documented |
| Re-inspection | A second adjuster visit, often requested when the first missed damage |
| Scope of loss | The insurer's written list of what it will pay for |
| Supplement | A request to the insurer to add missed or newly found items to the scope |
Compliance and communication
| Term | Meaning |
|---|---|
| Consent | The 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-out | A customer's request to stop calls, texts or emails |
| Quiet hours | Times when outbound calls and texts are not allowed |
| Review gating | Sending review links only to happy customers. Not allowed |
| TCPA | The main US federal law on telemarketing calls and texts |
| 10DLC | The US carrier registration system for business texting numbers |
Check yourself
- What is the difference between a heat pump and a furnace?
- What does a square mean in roofing?
- What is a recall, and who decides if a visit is one?
- What is recoverable depreciation?
- What is a GFCI outlet and where is it usually found?
Answers
- A heat pump moves heat and can both heat and cool. A furnace only heats, by burning gas or oil or using electric heat.
- 100 square feet of roof.
- A return visit for the same problem soon after a repair, usually free. The client's rules decide.
- The amount held back on an RCV policy for age and wear, paid after the work is completed and documented.
- An outlet that cuts power to prevent electric shock, usually found near water: kitchens, bathrooms, garages and outdoors.
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