Dan Nicholls
REDDING,CA
Overview
23
23
years of professional experience
1
1
Certification
Summary
High-achieving Comfort Advisor with proven HVAC residential sales background, and demonstrated success in exceeding quotas. Builds immediate connections with customers and employing consultative techniques to achieve consistent sales. Highly knowledgeable in the complete envelope of the home, with a specialty in HVAC systems, indoor air quality products, and closing high ticket deals. With a passion for building a team of high performance HVAC customer service professionals.
Work History
Comfort Advisor
Redding Heating and Air
Redding, CA
03.2025 - 09.2026
- Experienced with ServiceTitan operating system.
- Thorough understanding of equipment specifications, rebate programs, permit processes, energy code requirements, local code requirements, and proper installation or service procedures.
- Conducted detailed customer comfort surveys to assess the customer's personality types, understand their needs to be met by the project, and connect with them on a personal level to build a relationship and gain trust.
- Engaged customers with friendly conversation to uncover hidden personal needs, and close objections before they pop up at the end of the conversation.
- Conducted detailed assessments of the customer's living areas, attic spaces, and crawl spaces to identify the needs of their home.
- Prepared in-home energy load calculations utilizing Conduit and EDS Load Calculator software.
- Performed complete home energy assessments to calculate utility bill overpayment to increase high efficiency equipment sales.
- Built rapport with homeowners by listening to their specific wants and needs, providing thorough and detailed assessments of their complete project scope, answering questions with detail, setting solid expectations, and guiding informed purchasing decisions.
- Presented multiple system options and explained how the differences in efficiency can affect utility bills and installation benefits.
- Applied product knowledge to recommend solutions aligned with comfort goals and budget needs.
- Documented customer interactions, proposals, and appointment details in scheduling systems.
- Achieved high levels of client retention due to exceptional interpersonal skills and the ability to create a positive rapport from the first interaction.
- Followed up with prospects to address concerns and support the closing recommendations.
- Followed up with customers during installation to check on satisfaction, and after job completion to offer additional support and service options.
- Coordinated with installation teams to ensure seamless handoff, and project readiness.
- Followed up with customers during installation to check on satisfaction and after job completion to offer additional support and service options.
- Contributed to company growth by consistently meeting and exceeding personal sales targets.
- Collaborated closely with management to identify areas for improvement within the company's sales process or customer service offerings.
- Managed paperwork with high accuracy, preparing strong proposals and obtaining necessary signatures for work to proceed.
- Enhanced team productivity by sharing product knowledge and best practices with fellow Comfort Advisors.
- Expanded market share through effective promotion of the company's unique selling points during initial consultations with potential clients.
- Improved sales performance by conducting thorough home energy assessments and recommending appropriate products.
- Supported ongoing business development by proactively seeking new customers through referrals, and training service technicians to guide existing maintenance customers toward system replacement by identifying issues and a simple utility overpayment calculation.
- Assisted in maintaining a safe work environment for all staff members by adhering strictly to established safety protocols both in-office and at job sites.
- Built strong relationships with office staff, installation teams, and service technicians to bring up morale around the shop.
- Ensured adherence to industry standards by staying up-to-date with relevant training, certifications, and regulations.
Service Technician
Allianz Heating & Air
Redding, CA
06.2016 - 03.2025
- Diagnosed HVAC system faults using gauges, meters, and diagnostic tools.
- Repaired furnaces, condensers, air handlers, and thermostats to restore reliable operation.
- Managed inventory levels effectively by accurately recording usage data and proactively replenishing stock when needed.
- Streamlined inventory management for parts and supplies, maintaining optimal stock levels to prevent project delays.
- Performed preventive maintenance on heating and cooling equipment to reduce breakdowns.
- Inspected electrical components, refrigerant levels, and airflow for safe system performance.
- Communicated service findings and repair options clearly to customers.
- Documented service calls, parts usage, and completed work orders accurately.
- Mentored junior technicians on troubleshooting methods and field service standards. (All new prospective technicians rode in my van for 2 weeks minimum).....
- Trained junior technicians in proper techniques and safety protocols, fostering a culture of continuous improvement within the team.
- Fostered culture of continuous improvement, encouraging feedback and suggestions from team members.
- Customized training sessions for junior technicians, elevating overall team competency and service quality.
- Explained diagnostic findings to customers and outlined repair or service options.
- Effectively communicated technical information to non-technical clients, ensuring proper understanding and utilization of equipment features.
- Increased customer satisfaction by providing timely and efficient service for various technical issues.
- Responded to customer inquiries quickly and professionally to increase satisfaction.
- Recommended equipment upgrades and maintenance plans based on system condition.
- Consistently met project deadlines under pressure situations while maintaining high-quality workmanship standards.
- Maintained detailed records of service calls, enabling better tracking of recurring issues and proactive solutions implementation.
- Contributed to increased first-time fix rates by thoroughly diagnosing issues before initiating repairs or replacements.
- Collaborated with team members to complete complex installations, ensuring seamless integration of new systems.
- Stayed up-to-date on industry advancements through continuous learning initiatives, enhancing overall skill set and expertise.
- Provided on-call support outside of normal business hours, covering for other technicians that did not show for work, ensuring uninterrupted service for clients experiencing emergencies or critical failures.
- Optimized performance of equipment through expert calibration processes tailored according to specific client requirements, and met static pressure requirements.
Service Technician
Dish Network Retailer
Reno, NV
03.2007 - 09.2015
- Installed new equipment and explained operation and routine maintenance protocols to customers.
- Inspected equipment to diagnose operational issues.
- Adhered to safety protocols and policies to reduce workplace hazards.
- Diagnosed and troubleshot electrical and mechanical problems, repairing, and restoring machines to peak performance.
- Effectively communicated technical information to non-technical clients, ensuring proper understanding and utilization of equipment features.
- Consistently met project deadlines under pressure situations while maintaining high-quality workmanship standards.
- Responded to problems reported by customers by troubleshooting and resolving hardware and software issues.
- Provided on-call support outside of normal business hours, ensuring uninterrupted service for clients experiencing emergencies or critical failures.
- Received consistent positive feedback from customers, reflecting dedication to delivering exceptional service quality.
- Enhanced client retention through exceptional communication skills and a commitment to addressing concerns promptly.
- Streamlined processes for troubleshooting, resulting in faster resolution times and improved customer experiences.
- Worked with diverse types of weather and ground conditions.
- Trained junior technicians in proper techniques and safety protocols, fostering a culture of continuous improvement within the team.
- Contributed to increased first-time fix rates by thoroughly diagnosing issues before initiating repairs or replacements.
Energy Analyst
Glenn County Health & Human Services
Willows, CA
02.2004 - 03.2006
- Prepared energy reports for internal review and facility planning decisions.
- Increased energy efficiency by conducting thorough analysis and implementing optimization strategies.
- Assisted in the development of state-of-the-art energy simulation models, resulting in accurate predictions of building performance.
- Calibrated testing instruments and verified measurements for compliance with technical standards.
- Documented work orders, inspections, and corrective actions for clear service history.
- Supported safety procedures by following lockout/tagout practices and regulatory requirements.
- Conducted energy audits to identify energy-saving opportunities.
- Implemented innovative strategies to increase home energy efficiency, and meet environmental targets set by regulatory bodies.
- Assisted in the development of long-term plans for home energy conservation.
- Managed projects from inception through completion, ensuring timely project completion.
Education
High School Diploma -
Corning High School
Corning, CA06-2001
Skills
- System specifications
- Product presentation
- Industry awareness
- Upselling strategies
- Client relationship building
- Customer service
- Energy efficiency analysis
- Listening skills
- Effective communication
- Team leadership
- Team building and collaboration
- Goal-oriented mindset
Certification
- CSLB - Home Improvement Salesperson Certification
- NATE Certification
- EPA 608 Type II Certification
Timeline
Comfort Advisor
Redding Heating and Air
03.2025 - 09.2026
Service Technician
Allianz Heating & Air
06.2016 - 03.2025
Service Technician
Dish Network Retailer
03.2007 - 09.2015
Energy Analyst
Glenn County Health & Human Services
02.2004 - 03.2006
High School Diploma -
Corning High School