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Our Process

A clear, structured process from first conversation to delivery.

Pinnacle Trade Services process
1

Call Intake & Dispatch

Same day
  • Issue intake and urgency triage
  • Property and system details capture
  • Technician assignment and ETA window
  • Safety and access confirmation
2

On-Site Diagnosis & Estimate

Visit 1
  • System inspection and root-cause diagnosis
  • Repair vs. replacement options
  • Written estimate and scope confirmation
  • Parts availability and scheduling
3

Repair / Install Execution

Visit 1-2
  • Code-compliant installation or repair
  • Jobsite protection and cleanliness controls
  • Functional testing and commissioning
  • Documentation of completed work
4

Quality Check & Follow-Up

Post-service
  • Warranty registration and handoff
  • Maintenance guidance and reminders
  • Customer satisfaction follow-up
  • Priority support for future service needs

Implementation FAQ

Initial qualification is typically completed within one business day.

A named lead owns delivery continuity and stakeholder communication.

Each engagement uses explicit milestones tied to the outcomes agreed at kickoff.