Training & Test
About this training
Format:
Watch short video clips, followed by one or more related questions to ensure your comprehension of the material in each video. Feel free to watch the videos multiple times or review before you finalize your answers.
These videos are taken from our longer comprehensive training video found here. It is not necessary to watch the comprehensive training video, you can jump right in with the shorter videos in this training.
Taking breaks:
If you need to take a break or save the test for later, be sure to scroll to the bottom of the current page and click on the Save for Later button. You'll get a code that you need to copy and save. You may then safely close your browser.
When you load the test again, scroll to the bottom of this page and click on the button called "Continue Quiz".
Scoring and BPI Continuing Education Units (CEU):
Your score will be tallied and a grade given at the conclusion of the test. You will need to enter in your personal information below. This is especially critical if you are looking for BPI CEU's for completing this test. If you complete this test, you will receive 2 BPI CEUs.
Start the training...
About this training
Format:
Watch short video clips, followed by one or more related questions to ensure your comprehension of the material in each video. Feel free to watch the videos multiple times or review before you finalize your answers.
These videos are taken from our longer comprehensive training video found here. It is not necessary to watch the comprehensive training video, you can jump right in with the shorter videos in this training.
Taking breaks:
If you need to take a break or save the test for later, be sure to scroll to the bottom of the current page and click on the Save for Later button. You'll get a code that you need to copy and save. You may then safely close your browser.
When you load the test again, scroll to the bottom of this page and click on the button called "Continue Quiz".
Scoring and BPI Continuing Education Units (CEU):
Your score will be tallied and a grade given at the conclusion of the test. You will need to enter in your personal information below. This is especially critical if you are looking for BPI CEU's for completing this test. If you complete this test, you will receive 2 BPI CEUs.
Start the training...
Your Name (First Last):
Your Snugg Pro login Email:
Company Name:
BPI # (only if applying for CEU's):
Video 1 - Getting Started - 2 questions
What is the most important thing to do before setting up a new account in Snugg Pro?
Identifying every potential user on your account
Naming your company
Entering credit card data correctly
Determining who the company Administrator will be
Building your template
A super user can:
Update credit card information
View/edit/export all company jobs
Manage company cost templates
Manage company users & permissions
Video 2 - Report Overview - 5 questions
Where does the Program logo (if applicable) show up in your report?
Bottom Left
Last page of the report
Top right corner
It does not show up anywhere
What is the purpose of the Concerns page?
To show pictures about what's wrong with the house
To let the customer know you listened to them and understand their needs
To display recommendations on how to improve the house
All of the above
What are some ways your report can be modified? (select all that apply)
Turn pages on and off
Include Notes to Contractor
Add photos sets
Change glossary definitions
Change color themes
Turn costs on or off
Energy savings are shown for measures marked “Additional Notes”
True
False
The heating and cooling loads shown on the metrics view in Snugg Pro are ACA compliant Manual J loads
True
False
Video 3 - Navigation and Jobs Screen - 1 question
Select the stage(s) that do NOT appear on the Jobs Screen when "All active stages" is selected
Lead
Audit
Bid Proposed
Bid Approved
Retrofit in Progress
Retrofit Complete
QA
Uncatagorized
Archived Won
Archived Lost
Video 4 - Creating a New Job - 3 questions
What triggers billing on a new job?
When the job is created
When the job is modeled
When the job is moved to "Audit" stage
When the audit date and time occurs
You are NOT charged for jobs created in "Lead" stage
True
False
What is required data when creating a new job in Snugg Pro ? (select all that apply)
Company
Assigned to
Audit Cost
Program (or none)
Stage
Customer Zip Code
Video 5 - Five Basic Steps - 6 questions
Select the option that best describes the 5 basic steps and order of operations in Snugg Pro
Inputting data about the home, Modeling, Choosing Recommendations, Modeling, Generating the Report
Inputting data about the home, Modeling, Generating the Report
Inputting the data about the home, Refining data and choosing Recommendations, Generating the Report
Inputting data about the home, Modeling, Generating the Report
What happens when you leave a non-required field blank on the input screen?
Default information is used in the modeling based on regional defaults for that zip code and age of the home.
Info is filled in with most recent previous entry
An average number is created based on user inputs and entered automatically
What is the the difference between a "Recommendation" and an "Additional Note"?
No savings are modeled with "Additional Note" and there are no associated costs.
You can put in more photo sets in an "Additional Notes"
Recommendations are not customizable
Additional Notes are only visible to the homeowner
Which of the following is the best place to add more detailed information about the home such as R-values or type of insulation?
Related Measures > Now and Goal
In the photos and captions section
In the title of each measure
In an "Additional Notes" measure
How many times can you model a job?
Twice
It depends on your payment plan
Unlimited
It depends on your program
Three times
What is the best practice when making refinements to the job?
Make a single change and then “Model It” again
Model the job as few times as possible
Make ALL of your changes then “Model It” again
Video 6 - Input Screen - 2 questions
What information CANNOT be changed (by the user) once it is entered into Snugg Pro?
House square footage, Floors above grade, # of bedrooms
Company, Program, Customer Address
Year built, Insulation levels, HVAC system #1
Job Stage, Alternate Job ID, Rents or Owns
In order to change the above information, if needed - what is the best course of action
Create a new job with correct information
Use the "back" button on your browser until you reach the necessary input pages
Contact Support and request changes
Refresh your browser
Video 7 - Related Measures - 1 question
The "Now and Goal" that is found in the report for a related measure is the same as what is found in the refine screen for the same measure.
True
False
Video 8 - Validations - 1 question
In-line field validations are intended to stop problems BEFORE you model a job. These alerts will notify you when an input falls outside of typical norms.
True
False
Video 9 - Live Collaboration - 1 question
Only one person can work on the same Snugg Pro job at a time.
True
False
Video 10 - Photos and Photo Captions - 2 questions
Snugg Pro automatically compresses your photos before they are uploaded to reduce internet usage.
True
False
You can take pictures directly from your device (laptop, tablet, smart phone) and put them in your Snugg Pro report
True
False
Video 12 - Building Inputs - 8 questions
"Year built" (or as close as you can get to it) is important since it is used to determine defaults if and when any inputs are left blank
True
False
In the above diagram (not to scale) what would be the proper Length and Width entries to input into Snugg Pro?
30 x 25
52 x 33
38 x 25
52 x 25
None of the above
In a two-story home where the first floor is 900 sf and the second floor is 300 sf - what is the correct entry for "Floors Above Grade"?
1
1.5
1.8
1.3
2
Floors above grade is used to calculate what other measurements in Snugg Pro? (check all that apply)
No other measurements
Basement/Foundation square footage
Attic square footage
Window square footage
Roof pitch
Vaulted Ceiling square footage (if applicable)
There are inputs in Snugg Pro for both "Number of Occupants" and "Number of Bedrooms." One is used for determining internal gains, the other is used to help determine hot water usage. Which one determines hot water usage?
# of Occupants
# of Bedrooms
Which of the following "Building Types" have shared wall entries in Snugg Pro?
Single Family Detached
Mobile Home
Apartment
Condominium
Single Family Attached
Using the above diagram, select the best answer to "Front of Building Orientation"
East
West
South
Where can you enter the specific square footage of a cantilevered area - either a room above a garage or a simple overhang?
Now and Goal section of "Foundations"
Now and Goal section of "Attics"
Now and Goal section of "Framed Floors"
You cannot enter specific square footages of cantilevers or garages
Now and Goal section of "Walls"
Video 13 - Homeowner Concerns - 1 question
Identifying the homeowner's concerns is critical to developing rapport with your clients and letting them know that they are being heard. You can list multiple concerns or none at all. Can you store typical concerns in your templates in Snugg Pro?
Yes, you can
No, you cannot
Video 14 - Utility Bills - 5 questions
While you can choose to use Snugg Pro without utility bills, using utility bills is the key to successful and accurate modeling in Snugg Pro
True
False
When entering utility bills into Snugg Pro, which is the correct date to use?
Bill Date
Meter Read Date
It doesn't matter
Which of the following fuel types can NOT be used in Snugg Pro (check all that apply)
Natural Gas
Electricity
Fuel Oil
Propane
Nuclear
Wood
Pellets
Solar (thermal)
Coal
With bulk fuel deliveries like home heating oil, spending time to determine how much fuel the home actually consumed is important to accurately calibrate the energy model to the bills, especially when deliveries may not have been filling up the tank.
True
False
Although energy prices can be changed by the user, the default pricing in Snugg Pro is determined based on the zip code of the home you are modeling.
True
False
Video 15 - Thermostat - 2 questions
Entering a range of temperatures in your thermostat set points is encouraged as it allows Snugg Pro to do what?
Speed up the modeling
Run multiple iterations of the model to most accurately calibrate the model to the utility bills
Generate higher savings numbers
You shouldn't really enter ranges in thermostat settings
You are auditing a 75 year old home with single zone heating (furnace), a high air exchange rate and low levels of insulation. You check the old mercury thermostat and see that it is set to 71 degrees. Why might you consider NOT entering 71 degrees as the heating set-point (home) into Snugg Pro?
The old mercury thermostat could be out of calibration and not truly "set" to 71
A range of set points (i.e. 66-70) will give the model more room to accurately calibrate
Due to an old, leaky, and potentially poorly insulated envelope, the home may not ever get up to 71 degrees in some areas of the home - regardless of the set-point
All of the above
Video 16 - HVAC - 11 questions
What is the maximum number of Heating Systems you can enter into Snugg Pro?
1
2
3
4
What is the maximum number of Cooling Systems you can enter into Snugg Pro?
1
2
3
4
Select the Heating System Type that is (currently) NOT available in Snugg Pro. Check all that apply. Note: There are numerous work-arounds for entering in unique heating systems that may NOT be on this list.
Boiler
Furnace
Electric Resistance
Direct Heater
Ground Source Heat Pump
Stove or Fireplace Insert
Solar Thermal
Ductless Heat Pump
Central Heat Pump (shared ducts)
Furnace w/ Central A/C (shared ducts)
When entering % of Heating Load, the percentages for all heating systems must add up to a total of 100%.
True
False
Since many homeowners use their cooling systems differently than their heating systems, when entering % of Cooling Load into Snugg Pro, the percentages for all systems must add up to 100%
True
False
Make and Manufacturer are optional inputs in Snugg Pro (although your program may want to see them).
True
False
The location of your ductwork is a very important entry in Snugg Pro. If you identify the ducts as being located within the intentionally conditioned area of the home - then a duct sealing measure will show NO savings .
True
False
When recommending a Heat Pump (of any type) you MUST recommend both the "Heating" measure and the associated "Cooling" measure in Snugg Pro. If you recommend only one of the two, both of the measures will automatically be declined. (This is a very common mistake in Snugg Pro - please make sure you get this question correct and if you do not understand please rewatch the training video above).
True
False
HVAC inputs are different than other inputs in Snugg Pro in that you are required to enter the Improved information at the same time you enter the Base side information. Improvements for other measures are auto-populated upon Modeling and can be adjusted in Now and Goal after modeling.
True
False
Video 17 - Appliances - 3 questions
Select the answers that are NOT appliance inputs in Snugg Pro
Range
Oven
TV's above 40"
Dryer
Clothes Washer
Dishwasher
Heated walkways or driveways
Freezer
Your Appliance inputs help determine baseload AND help determine the need for any CAZ testing
True
False
What is the maximum number of freezers you can enter into Snugg Pro?
1
2
3
4
Video 18 - Refrigerators - 1 question
kWh consumed per year by each Refrigerator will populate automatically after modeling if left blank. If you are using some type of wattage meter, you can edit that number in the now and goal section. You can do this for up to how many refrigerators?
1
2
3
4
Video 19 - Lighting - 1 question
The Lighting section on the Input screen is very simple. Greater detail and specifics can be entered in the "Now and Goal" section of Lighting. The input screen only asks for the total # of light bulbs in the home.
True
False
Video 20 - Doors - 1 question
Door measures only refer to conductive losses (and improvements). Any door sealing measures should be accounted for in the Air Sealing measures section. You can enter how many different door types into Snugg Pro?
1
2
3
4
Video 21 - Walls - 3 questions
If you leave the question "Insulated?" blank, Snugg Pro will determine the historic default based on the age of the home.
True
False
Many older homes have many different wall types, with varying levels of insulation. You may be required to combine certain similar wall types since Snugg Pro is limited to how many different wall type entries?
1
2
3
4
It is important to understand how big of an impact selecting "No insulation" for your walls can have on Snugg Pro modeling. Some homes do indeed have uninsulated walls or sections of uninsulated wall, but identifying all of your walls as having "No Insulation" can and will have a big impact on the home's modeling and can negatively effect savings in other areas of the home. We just want to make sure that you understand this. Do you get it?
Yes, I understand
No, I don't get it
Video 22 - Attics and Vaulted Ceilings - 2 questions
Many homes have multiple attic spaces and vaulted ceilings in part of the house. When entering multiple attic spaces and/or vaults, the "Attic/Vault %" question is referring to the percentage of what?
Total Conditioned Area
Building Footprint
Second Story
Wall Area
What is the maximum number of Attics and Vaulted Ceilings can you enter into Snugg Pro?
1 attic, 3 vaults
2 attics, 2 vaults
2 attics, 1 vault
3 attics, 1 vault
Unlimited
Video 23 - Foundations - 3 questions
The "Basement Heating" question is important not only because it affects the heat loss through the basement wall types, but also because it can directly affect what other measure?
Windows
Air Sealing
Duct sealing and insulating
Attic
Solar
You can enter slab improvements into Snugg Pro
True
False
Many Contractors choose to only insulate the rim joist. Are you able to enter in a different improvement than the basement wall treatment to the rim joist ?
Yes
No
Video 24 - Windows - 5 questions
You can enter skylight improvements into Snugg Pro
True
False
Window Venting is a very important question in Snugg Pro. If homeowners will be opening windows when it is nice out, then you should answer in the affirmative. No window venting can sometimes return negative savings in other measures, since improvements (and closed windows) would be trapping and holding on to more radiant gains.
True
False
This is probably the most common incorrect input in Snugg Pro - Does the "% of Wall Area" for all 4 directions need to add up to 100%?
Yes
No
The back wall of the home you are auditing totals 320 square feet. There are 64 square feet of windows on that wall.
The front of the home is 30% windows.
The right side of the home is 20% windows.
The left side of the home is 15% windows.
What is the correct percentage to enter for the back of the home?
35%
20%
10%
50%
12%
It is possible to enter partial window replacement into Snugg Pro.
For example, your base window square footage = 145 square feet, but your improved SF is only 35 square feet.
True
False
Video 25 - Air Leakage - 2 questions
What is the default reduction in air leakage in Snugg Pro?
10%
20%
25%
30%
50%
The savings from air sealing an attic space will show up in the Attic measure, in addition to the insulation savings
True - Snugg Pro knows to assign a certain percentage of air sealing savings to any attic measure
False - ALL convective savings (savings from air sealing) ONLY show up in the "Air Sealing" measure
Video 26 - Water Heating - 1 question
Fuel switching is NOT possible in Water Heater entries
True
False
Video 27 - Pools - 2 questions
Savings associated with "Pools" is associated with replacing existing pool pumps with something more efficient. Savings can be expected by replacing a single or two-speed pump with what kind of pool pump?
Wonder Pump
Ten Speed Pump
Variable Speed Pump
There's nothing more efficient than a two-speed pump
Vander Pump
Hot Tub entries are for calculating Base Load - there are no associated improvements for Hot Tubs.
True
False
Video 28 - Solar PV - 1 question
You can make improvements to an existing PV system as well as install a new, non-existing system into Snugg Pro.
True
False
Video 29 - Health and Safety - 2 questions
Which of the following are NOT answers in Snugg Pro to Health and Safety questions?
Passed
Red Alert
Don't Worry About It
Failed
Warning
Not Tested
Savings are calculated for Health and Safety measures.
True
False
Video 30 - CAZ Testing - 2 questions
CAZ entries in Snugg are optional unless required by your Program
True
False
CAZ entries must be associated with a particular heating or hot water system. You can enter data on up to how many systems of each type?
1
2
3
4
Video 31 - Modeling - 2 questions
If you have forgotten important data or have certain inputs that are incorrect, an alert will show up after you hit "Model It," giving you an opportunity to change bad inputs.
True
False
While the job is actively modeling you can continue to make changes to the job
True
False
Video 32 - Refine Screen - 5 questions
When conducting an audit, you note that the homeowners are using the flat attic space to store numerous household items - compressing and damaging the effectiveness of the fiberglass insulation. Even though you are not recommending an insulation upgrade to the attic, you do want the information about the attic space to appear in the report, but don't need (or want) any savings numbers to appear.
On the Refine screen, how would you categorize the above measure?
Recommend
Note
Decline
Although there is opportunity to increase the insulation on the basement walls, the home you are auditing has much bigger problems and greater opportunities elsewhere in the home.
In order to streamline the report and focus in on the measures that will save the homeowner real money, how would you categorize the above measure on the refine screen?”
Recommend
Note
Decline
On the Refine screen you can drag and drop measures to reorder how you would like them to appear in the report.
True
False
On the Refine screen, after adding recommendations or declining recommendations what should you always do?
Save a copy of the report
Print a PDF of the report
Re-model the job
Write down what you changed
Confirm the SIR is in order from highest to lowest
Video 33 - Custom Recommendations - 1 question
Which of the following items would (typically) be a Custom Recommendation?
Adding insulation to the attic
Dense-packing the exterior walls
Air Sealing the box sill
Replacing the dryer vent
Upgrade the heating system
Video 35 - Detailed vs. Simple Costs - 3 questions
Listing one price for one measure, i.e. Attic Insulation is an example of using "Simple Cost"
True
False
To break out your own line item costing for a more complex measure like Air Sealing, where you will actually be air sealing the attic flat, the windows, the tongue and groove ceiling, and the box sill, you would want to use "Detailed Costs".
True
False
On the Refine screen you can tell which recommendations have been set to ________ costs because the price is greyed-out. Click on the measure to enter in specific line item information.
Simple
Detailed
Video 36 - Modeling Interactions - 1 question
Replacing electric resistance heat with a ductless heat pump will generate savings.
Air Sealing that home first will generate savings for the air sealing measure, but less savings for the ductless heat pump than if you were entering the heat pump measure alone.
These modeling interactions are critical to the successful modeling of homes in Snugg Pro and happen across the board when adding or declining measures.
True
False
Video 37 - Financing - 1 question
The Financing page is a great tool for showing homeowners their out-of-pocket costs for an efficiency upgrade. You can add specific loan products that you or your program are advocating for, or simply a generic or typical loan product like a Home Equity Line of Credit or a Home Improvement Loan. While you can store many of these products as templates, how many loan products can you display in your report at a time?
1
2
3
4
Video 38 - Report Generation - 3 questions
Although it originally appears as "Your Energy Audit," the title of your report can be changed to whatever you choose.
True
False
Assuming your program has no other restrictions, all of the Report Pages can be turned on and off EXCEPT for: Cover Page, Solutions, and Health and Safety
True
False, any of the pages can be turned on or off
To generate a PDF of your Snugg Pro Report, enter the View/Print mode, click on the Printer icon, set the Destination to "Save as PDF", and then click "Save".
True
False
Video 39 - Rebates and Incentives - 1 question
Customized Rebate and Incentive pages can be created with the help of Snugg Pro administrators for participating Programs and Utilities.
True
False
Video 40 - Templates - 2 questions
Templates are a huge time saver and a key part of an efficient energy evaluation. It's easy to build a template with a ton of information in it, and then simply deleting or declining the sections that aren't pertinent. Which of the following items CAN be included in a template?
Specific measures that are almost always recommended
Photos (like an attic "after" photo)
Specific Utility pricing
Specific language for specific measures
Greeting on Cover Page of Report
Custom Recommendations
Typical Homeowner Concerns
All of the Above
A job that is created without a template can be "moved" into an existing template after the job has already been created
True
False
Video 41 - Exporting Data - 1 question
Although the HPXML export feature is not used by all Snugg Pro users, those that do use it know the importance of selecting the appropriate job stage when exporting an HPXML file. Which are the two different job stages that create distinctly different HPXML files?
Before and After
Base and Improved
Audit and Retrofit Complete
Audit and QA
Lead and Retrofit Complete
Video 42 - Activity Feed - 1 question
The Activity Feed is a great place to communicate internally about a specific job in Snugg Pro. Administrators can communicate with Auditors about job status, questions, and problems. Can you attach files to the Activity Feed like floor plans, Excel documents, and PDFs?
Yes
No
Video 43 - Metrics Pane - 2 questions
You have entered detailed utility bills into Snugg Pro, have completed all of your building inputs, and have modeled the job. When you go to the Utility Bills section, you see on the right sidebar that the home used 1652 therms for heating.
When you click on the Metrics pane it is showing a modeled usage of 1937 therms for heating.
What does this tell you, and what should you do about it?
It was a milder winter last year than the typical weather year used in the energy modeling. Check to see if there is a job alert regarding the utility bill calibration. If there is no alert then everything is good to go.
It was a colder winter last year than the typical weather year used in the energy modeling. Check to see if there is a job alert regarding the utility bill calibration. If there is no alert then everything is good to go.
You need to change the utility bills to match the model
This doesn't actually tell me anything
Video 43 - Work Orders - 1 question
Work Orders can be customized to include drop down menus with all of the measures your company recommends and installs. To edit these lists of measures, you need to go to Settings -> My Companies -> Cost Templates
True
False
YOU DID IT!
You finished the test!
Please let us know if you have any feedback about this test.
Thanks,
The Snugg Pro Team
YOU DID IT!
You finished the test!
Please let us know if you have any feedback about this test.
Thanks,
The Snugg Pro Team
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