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THE sQR TEAM
August 30, 2025

How to Use QR Codes in Tankless Water Heater Installation Services to Support Technicians

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QR codes have become a strategic tool for tankless water heater installation services, bridging offline engagement with online actions. They offer efficient technician support and streamline both customer communications and workflow, all without complex setup. Used well, they remove friction at the exact moments that matter: on the job site, at the kitchen counter when a homeowner reads a service tag, or in the office when operations needs proof of compliance.

Operations teams and technicians in this field face rising customer expectations, frequent equipment updates, and risks of missed follow-ups. When engaged customers interact with valuable resources without submitting forms or expressing interest, opportunities are lost. Manual paperwork and outdated tracking obscure intent and waste marketing effort. QR codes turn those analog moments into data-driven actions that feed your CRM, speed up service, and keep your crew aligned.

Integrating QR codes across work orders, product guides, installation certificates, and signage enables field teams to identify interest in real time, streamline communication, and feed actionable insights to CRM systems. This strengthens the pipeline, combats missed opportunities, and enables measurable business outcomes with the right implementation. With dynamic codes and a centralized platform like Sona QR, you can update content without reprinting, attribute revenue to scans, and trigger automated follow-ups that move customers from curiosity to conversion.

How to Achieve Optimal Technician Support in Tankless Water Heater Installation Services Using QR Codes: A Step-by-Step Guide

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Tankless water heater installation teams often deal with outdated information and missed follow-ups when using printed manuals or untracked workflow steps. Losing access to updated guides or mishandled repair inquiries can erode trust and cause delays. QR codes connect the physical world of units, tags, and paperwork to real-time digital resources, which keeps technicians efficient and customers confident, as outlined in the Sona QR HVAC guide.

Modern QR code solutions link real-world materials to up-to-date digital resources. With QR codes on technician checklists, unit labels, or compliance stickers, operations managers can replace analog friction with digital clarity. A single scan can open a troubleshooting flowchart, launch a parts request form, or record a job step inside a field service platform. The result is fewer callbacks, faster time to fix, and better consistency across teams.

  • Replace static manuals and notes: Link to troubleshooting videos, quick start guides, descaling procedures, water hardness calculators, venting diagrams, and regulatory checklists that update centrally.
  • Track previously invisible interest: Capture scans on door hangers, service stickers, and invoices so intent is routed for follow-up even when a customer does not call or fill a form.
  • Set performance metrics: Analyze scan data such as time-to-fix per model, repeat scan hotspots by region, and parts lookup frequency to inform training and inventory.
  • Continuously improve processes: Use scan and engagement analytics to refine job aids, simplify flows, and remove steps that cause delays or errors.

QR technology automates these processes, ensuring every interaction supports knowledge sharing and reduces errors. Instead of carrying binders of PDFs, techs simply scan a code on their checklist or on the unit to get the exact answer for that specific model and install scenario. Sona QR supports every step of this transformation, from code generation and design to analytics and CRM integration.

Why Do QR Codes Matter for Tankless Water Heater Installation Services?

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The loss of valuable engagement and incomplete follow-through, especially when physical materials remain disconnected from digital actions, is a core frustration. Generic labels and printouts rarely show which customers have real intent, leaving leads untapped. In a trade where safety, compliance, and customer trust are paramount, tiny process leaks can grow into lost revenue and reputation risk.

QR codes solve these pain points by turning every physical touchpoint into a digital action. A sticker on the tankless unit can trigger a service booking. A magnet on the breaker panel can launch a water-quality check. A compliance certificate can open a homeowner guide to flushing and maintenance. Manufacturers like State Water Heaters already use product QR codes to speed access to manuals and warranty info. Because a scan is trackable, you can tie those actions to an individual job, a specific model, or a neighborhood campaign and follow up accordingly.

  • Offline to online gaps closed: Door hangers, service tags, installation certificates, and yard signs become instant gateways to booking, warranty registration, and homeowner education.
  • Speed and simplicity for users: No app required. One scan opens a booking form, parts list, or maintenance video. This dramatically reduces support calls for common questions.
  • Dynamic content flexibility: Update how-to content, pricing sheets, or promotions without reprinting. Dynamic codes from Sona QR let you swap destinations based on season, region, or model.
  • Trackability and attribution: Know which jobsite placements, invoices, or truck decals drive scans. See time, device, and location from a dashboard and attribute downstream revenue.
  • Cost efficiency at scale: Codes are inexpensive to create and easy to deploy across vans, uniforms, invoices, packaging, mailers, and yard signs. You can standardize across the fleet within days.

For field service teams, this means fewer missed callbacks, better preparedness for maintenance cycles, and faster resolution times when a homeowner needs help. For marketing and operations, it means measurable engagement and a direct path to nurture, upsell, and retention.

Common QR Code Formats for Tankless Water Heater Service Use Cases

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Customer and technician workflows require different information at each stage, but traditional formats make personalized outreach and updates challenging. QR codes provide flexible formats that map cleanly to field service needs, from immediate service to long-term education.

Choosing the right format ensures that each scan delivers the most relevant action with the least friction. Most teams benefit from a mix of dynamic codes for campaigns and evergreen codes for fixed resources like safety procedures. With Sona QR, you can manage all formats centrally and update destinations as your content evolves.

  • Web links: Drive scanners to maintenance videos, model-specific install guides, seasonal promotions, or a 24/7 booking page. Ideal for service stickers, door hangers, and truck decals.
  • vCards: Let homeowners or property managers instantly save the lead technician’s contact details or a dedicated service line. Perfect for business cards, estimate sheets, and warranty folders.
  • Forms: Capture warranty registrations, service requests, jobsite photos, and post-service satisfaction surveys. Best for packaging inserts, invoices, and completion certificates.
  • SMS or email prefill: Preload a service request message with model and serial fields. Useful on equipment labels so a homeowner can message your team with accurate details.
  • Wi-Fi access: Enable technicians to connect to homeowner networks instantly for diagnostics or firmware updates. Great for leave-behind cards during initial setup to guide customers through secure sharing.
  • App downloads: If you provide a homeowner app for maintenance reminders or usage insights, auto-detect device and route accordingly. Helpful on packaging and printed guides.

Dynamic codes are recommended for materials that might change, such as promotional offers, training content, or forms. Static codes work for unchanging resources like a universal safety checklist. In practice, most providers standardize on dynamic codes so they can update content without reprinting, then lock down a few static codes for essential evergreen content.

Where to Find Growth Opportunities

Many providers lose cross-sell, upsell, and referral business when engagement signals from job sites, invoices, or materials are not systematically tracked. Printed invoices or stickers often end engagement. With QR codes, every physical touchpoint becomes an opportunity to deepen the relationship and surface buying intent in real time. Programs like Noritz ProCard show how pros streamline service access with QR.

Think about the lifecycle of a tankless install. The first 30 days are rich with questions, from adjusting temperature to understanding recirculation. The next 12 months include flushing, descaling, and potential accessories like water softeners, recirculation pumps, or leak detection. Strategic placements capture this intent when it is highest and transform it into measurable actions.

  • Jobsite stickers: Place branded codes on units, near shut-off valves, or on access panels to launch troubleshooting, descaling reminders, or 24/7 booking. This reduces inbound phone time and increases scheduled maintenance.
  • Product packaging: Add a QR to every unit box or accessory pack for immediate registration and personalized follow-up. This builds a complete owner profile and enables seasonal campaigns.
  • Appointment cards and leave-behinds: Use QR-enabled fridge magnets or wallet cards to drive repeat bookings and reviews. Include a CTA like Scan to schedule your yearly flush in 60 seconds.
  • Invoices and receipts: Link to post-service surveys, referral programs, and accessory recommendations based on the specific model installed. These scans often convert well since trust is already established.

By thinking of every surface as a digital entry point, you close engagement gaps and build a healthier pipeline. Over time, scan data reveals which placements, models, or neighborhoods produce the most follow-on work, which informs staffing and inventory decisions.

Use Cases for QR Codes in Tankless Water Heater Installation Services

QR codes address gaps in knowledge transfer, incomplete lead capture, and lack of signals for upsell or further engagement. The most effective use cases map scans to concrete actions, from booking to forms to rich content delivery, so each interaction has measurable outcomes.

When planning, prioritize placements that reduce friction for homeowners and expand visibility for your team. Start with three to five core use cases, then iterate based on scan patterns and conversion data.

  • Installation support: Codes placed on technician playbooks, job checklists, and unit labels open model-specific install guides, venting diagrams, and gas sizing references. This reduces errors and shortens install time.
  • Maintenance scheduling: Leave-behind stickers or magnets with a booking QR route to a prefilled form that already includes model and install date. This increases repeat visit rates and keeps systems running efficiently.
  • Warranty registration: Packaging inserts with a QR lead to a short registration form that captures address, serial, installer, and consent for reminders. This improves data accuracy and unlocks personalized service campaigns.
  • Parts and accessories: QR codes on invoices or service tags link to compatible accessories like recirculation pumps, water softeners, or filters. This creates a relevant upsell path without heavy-handed sales tactics.
  • Safety and compliance: Compliance certificates and inspection stickers include QR links to local code requirements, carbon monoxide safety tips, and proof-of-installation documents. This builds trust and protects against disputes.

Each scan solves an immediate need and highlights high-value prospects or current customers for further action. Over time, the data shows which models need extra guidance, which neighborhoods respond to service promotions, and which technicians benefit most from certain aids. Use dedicated flows to Google reviews QR so satisfied customers can leave feedback instantly.

How to Build High-Value Audiences for Retargeting with QR Code Campaigns

Many businesses miss out on prospects who engage with physical assets but never enter a CRM workflow. For every scan, whether on a homeowner guide, invoice, or service sticker, there is intent that can fuel targeted outreach. QR codes allow you to automatically segment these audiences based on what they scanned, where they scanned, and when they scanned. See Sona’s Playbook intent-driven retargeting for step-by-step tactics.

To turn scans into segments, assign unique codes for different stages of the customer journey, then sync data to your marketing tools. The goal is not just more data, it is better timing and relevance. A homeowner who scanned a maintenance sticker after six months should see a flushing reminder, while a property manager who scanned a fleet discount flyer should be routed to commercial pricing.

  • Create unique codes for each journey stage: Use distinct codes for awareness materials such as neighborhood flyers, for consideration materials such as model comparison sheets, and for conversion materials such as quote requests or seasonal promos.
  • Tag audiences based on use case: Segment by action, for example exploring installation, requesting maintenance, registering a warranty, seeking emergency repair, or asking about accessory upgrades. These tags guide personalized follow-up.
  • Track location, channel, and timing: Differentiate in-home scans on service tags from scans on direct mail pieces or truck decals. Consider the day and hour to infer urgency and adjust response times.
  • Feed segments into CRM and ad platforms: Automatically sync with HubSpot, Salesforce, or Meta Ads to trigger nurture sequences, custom audiences, and alerts for sales. Sona QR makes this a one-click integration so no engagement signal is wasted.

Specific to this industry, useful distinctions include homeowners vs. property managers, retrofit vs. new construction, gas vs. electric models, in-warranty vs. out-of-warranty owners, and single-family vs. multi-unit properties. These attributes inform the next-best action, from a maintenance plan offer to a group service discount for landlords.

Integrating QR Codes into Your Multi-Channel Marketing Mix

Physical marketing and digital tracking are often disconnected, which wastes print and event investments. QR codes link every channel to measurable outcomes by giving each flyer, sticker, or display a clear path to action and a data trail you can analyze, including direct mail.

For tankless providers, the most valuable channels are the ones already touching your customers: on-site materials, local advertising, and post-service paperwork. By adding QR codes with strong calls to action, you transform these assets into measurable drivers of bookings, reviews, and referrals.

  • Brochures and print collateral: Add codes to estimate packets, homeowner guides, and financing sheets to drive traffic to calculators, pre-qualification forms, or model explainer videos. Monitor which documents actually influence conversion.
  • Social media and UGC campaigns: Use QR codes on event signage, contest cards, or leave-behinds that prompt customers to upload photos of their install, leave a review, or share a referral. This captures engagement and builds retargeting lists.
  • Direct mail: Include QR codes on neighborhood mailers promoting tankless upgrades and seasonal flush specials. Link to a short quiz that recommends models based on household size and water usage.
  • TV, digital signage, and video ads: Feature a scannable code in local TV spots, showroom screens, or how-to videos that launches a quote request or booking calendar. This reduces friction and makes broadcast measurable.
  • Conferences, trade shows, and events: Use codes on booth signage and handouts at home shows or builder expos. Tag scans by event so you can segment builders, remodelers, and homeowners and follow up with relevant content.

QR codes serve as the offline onramp to your digital marketing engine. With a centralized platform like Sona QR, you can manage all codes, monitor performance by placement, and sync scan data with your CRM and ad platforms so every channel contributes to a connected funnel.

Step-by-Step QR Campaign Execution Checklist

Service leaders struggle to connect physical campaigns to business outcomes. QR-driven campaigns solve this by making every surface scannable and every scan trackable. Use the following steps to plan and execute with clarity, then iterate based on performance.

The key is to tie each code to a single purpose, align the destination with that purpose, and give the customer a clear reason to scan. Keep designs readable in the field, test on multiple devices and lighting conditions, and keep dynamic flexibility for fast updates.

Step 1: Choose your use case

Define the business goal in concrete terms, such as increase annual maintenance bookings by 25 percent, capture 90 percent of warranty registrations, or generate 50 qualified leads from a neighborhood upgrade campaign. Pick one or two use cases to start so you can validate quickly.

  • Maintenance reminders: Use unit stickers and fridge magnets that link to a prefilled booking form. Ideal for increasing repeat service and descaling adherence.
  • Emergency repair routing: Place a QR on the breaker panel or near the unit that triggers a fast-track request form. Include model and serial number capture to speed dispatch.
  • Upsell and accessories: Add codes to invoices that show compatible accessories and financing options. Useful for boosting average order value after trust is built.

Step 2: Pick a QR code type

Choose static for unchanging resources and dynamic for everything you might update or track. In most cases, dynamic is the safer default because content frequently changes with seasons, promotions, and regulations.

  • Static codes: Use for a universal safety checklist, a permanent vCard for the service desk, or a fixed Wi-Fi credential flow for technicians.
  • Dynamic codes: Use for content you will optimize, such as booking pages, financing offers, training videos, and campaign-specific forms. With Sona QR, you can update destinations without reprinting and capture full analytics.

Step 3: Design and test the code

Make your codes obvious, branded, and scannable. Surround the code with a clear visual frame and a short benefit-driven CTA so customers know what they get by scanning.

  • Visual best practices: Include your logo in the center, use high-contrast colors, and provide ample white space. Keep minimum size at least 0.8 inches on print and larger for distance scanning.
  • CTA clarity: Write concise prompts such as Scan to book your yearly flush, Scan to register your warranty in 60 seconds, Scan for model-specific troubleshooting.
  • Testing protocol: Test with iOS and Android devices, different distances and angles, and in low-light mechanical rooms. Validate that the landing page loads quickly on cellular networks.

Step 4: Deploy across high-impact channels

Roll out codes where they will be seen often and at the moment of need. Align placement to natural customer behavior and technician workflows so scanning feels intuitive.

  • On-unit and on-site: Service stickers, shut-off valve tags, access panel labels, and breaker panel magnets. These perform well for maintenance and emergency support.
  • Paperwork and packaging: Estimates, invoices, receipts, installation certificates, and unit boxes. These support warranty, upsell, and satisfaction surveys.
  • Vehicles and uniforms: Truck decals, yard signs, and badge cards. These aid brand awareness, quote requests, and recruiting.
  • Events and local ads: Home shows, builder expos, and neighborhood mailers. These drive top-of-funnel inquiries and demo requests.

Step 5: Track and optimize

Use analytics to connect scans to outcomes. Treat codes like performance assets that you iterate just as you would a landing page or ad.

  • Measurement plan: Track scans by placement, device, time, and conversion. Add UTM parameters to destinations so attribution is clean in analytics tools.
  • Optimization cycles: A/B test CTAs, landing page layouts, and offer framing. Update dynamic code destinations seasonally and by region.
  • Workflow automation: With Sona QR, trigger CRM workflows when a scan occurs, such as sending a maintenance reminder sequence, notifying dispatch for emergencies, or creating a task for sales on high-intent signals.

Tracking and Analytics: From Scan to Revenue

Traditional analytics miss ties between revenue and touchpoints. Knowing that someone scanned a code is helpful, but unless you connect that scan to a booking, a warranty registration, or an upsell, you cannot optimize spend or prove impact. Field service providers need end-to-end visibility, from the sticker on the unit to the closed invoice in the accounting system.

A modern QR stack closes this loop. Sona QR captures real-world engagement data. Sona.com ties that engagement to your CRM, marketing automation, and revenue systems so you can attribute outcomes to placements and campaigns. See Sona’s blog post offline attribution for frameworks and examples.

  • Track every scan: Capture time, device, location, and source. Identify which codes and placements are driving engagement and when.
  • Measure engagement by channel: Compare scans from invoices vs. door hangers vs. truck decals. See which channels drive the most bookings or form completions.
  • Respond in real time: Shift budgets or update CTAs mid-campaign based on live performance data. Promote the top-performing offer in seconds with dynamic codes.
  • Sync with your CRM: Enrich contacts in HubSpot or Salesforce with scan activity, then trigger nurture workflows, service reminders, and sales alerts. See Sona + HubSpot for setup guidance.
  • Attribute revenue: Use Sona.com to connect scans to quoted jobs and closed invoices through identity resolution and multi-touch attribution. Demonstrate how specific placements influence pipeline and revenue.
  • Unify touchpoints across buying stages: Link QR scans with website visits, ad clicks, email engagement, and call outcomes. Build a complete picture from first scan to maintenance plan renewal.

Benchmarks to watch include scan-to-visit rate, scan-to-booking conversion, time to first response on high-intent scans, and repeat scan frequency per household. Many providers see scan rates in the 8 to 15 percent range on service stickers and higher on invoices, with scan-to-booking conversions improving as CTAs and landing pages are optimized.

Tips to Expand QR Success in Tankless Water Heater Installation Services

Inconsistent deployment leads to poor measurement and lost value. Standardize how you create, place, and track codes so data tells a clear story. Make every code explain its benefit, every landing page load fast on mobile, and every scan trigger a next step your team can act on. Manufacturers like AO Smith demonstrate how QR codes connect owners to helpful resources post-install.

Start with core workflows that touch most customers, then branch into creative placements once the engine is running. A simple set of standards can save hours of guesswork and turn QR codes into a high-performing channel that your whole team trusts.

  • Assign unique codes per asset and placement: Differentiate by invoice, service sticker, door hanger, yard sign, and truck decal. This gives you clean attribution and clear winners.
  • Use tracking parameters on every destination: Add UTM tags so you can compare placements in Google Analytics and your CRM. This avoids double counting and clarifies ROI.
  • Automate follow-up after each scan: Trigger SMS or email confirmations, booking reminders, review requests, and accessory recommendations. With Sona QR, scan events can initiate workflows instantly.
  • Empower technicians with training and scripts: Teach techs to point out the service sticker and explain what the scan delivers, such as faster booking and model-specific tips. Adoption improves when the benefit is clear.
  • Permanently label equipment for ongoing access: Place durable codes on units and panels so help is always one scan away. This reduces churn and primes customers for maintenance plans and upgrades.

Creative examples include a QR code on the installation certificate that enrolls the homeowner in annual flushing reminders, a QR on the breaker panel magnet that triggers an emergency request with location prefilled, and a QR on the invoice that offers a bundle discount on a water softener with educational content about scale and efficiency.

Final Thoughts

QR codes are more than a shortcut. They are a strategy for turning every physical surface in your business into a digital entry point and every moment of interest into a moment of action. For tankless water heater installation services, they bridge the last-mile gap between the job site and the systems that run your business: service management, CRM, marketing, and analytics.

Here is what they deliver when deployed well: instant engagement across stickers, invoices, brochures, and signage; a connected customer experience that moves people from awareness to booking and from install to maintenance; and actionable data that turns each scan into a signal for growth. With Sona QR, you have everything you need to capture demand at the source, connect scans to revenue, and scale what works. Start creating QR codes for free.

Conclusion

QR codes have transformed tankless water heater installation services from routine fieldwork into streamlined, data-driven operations. By enabling instant access to installation manuals, troubleshooting guides, and maintenance records, QR codes empower technicians to work faster and more accurately, enhancing service quality and customer satisfaction. Imagine technicians resolving issues on the spot with just a quick scan, reducing callbacks and boosting client trust.

With Sona QR, you can create dynamic, trackable QR codes tailored specifically for your installation workflows. Update instructions instantly without reprinting, monitor technician interactions in real time, and link every scan to improved service outcomes. This not only supports your team but also improves customer experiences and drives repeat business.

Start for free with Sona QR today and turn every QR code scan into a smarter, more efficient installation—and a stronger customer relationship.

FAQ

How do I install a tankless water heater?

Installation involves following updated model-specific guides, venting diagrams, and compliance checklists, which technicians can access quickly using QR codes on unit labels or checklists to reduce errors and shorten install time.

What are the benefits of a tankless water heater?

Tankless water heaters provide on-demand hot water, improved efficiency, and easier maintenance with resources like flushing and descaling guides accessible via QR codes for ongoing support.

How much does it cost to install a tankless water heater?

The article does not specify installation costs for tankless water heaters.

What are the common issues with tankless water heaters?

Common issues include the need for troubleshooting model-specific problems, maintenance tasks like descaling and flushing, and ensuring compliance with local codes, all supported by QR-linked guides and videos.

How can I troubleshoot my tankless water heater?

You can troubleshoot by scanning QR codes on the unit or related materials to access updated digital resources such as troubleshooting flowcharts, videos, and parts request forms that provide step-by-step guidance.

How do QR codes improve tankless water heater installation services?

QR codes connect physical materials to real-time digital resources, streamline technician workflows, enable efficient customer communication, track engagement, and feed actionable insights into CRM systems to improve service and marketing.

What types of QR codes are used in tankless water heater services?

Common QR code formats include web links to guides and booking pages, vCards for contact info, forms for warranty registration, SMS or email prefill for service requests, Wi-Fi access for diagnostics, and app downloads for maintenance reminders.

Where should QR codes be placed for effective tankless water heater service?

Effective placements include unit labels, shut-off valve tags, breaker panel magnets, packaging inserts, invoices, appointment cards, vehicle decals, yard signs, and event materials to capture engagement at key touchpoints.

How do QR codes help with customer engagement and follow-up?

QR codes capture customer intent by tracking scans, enabling automated follow-ups, personalized offers, maintenance reminders, and review requests that turn physical interactions into measurable digital actions.

How can businesses track the effectiveness of QR code campaigns in tankless water heater services?

Using analytics platforms like Sona QR, businesses can track scan time, location, device, conversion rates, and attribute scans to revenue by syncing data with CRM and marketing tools for real-time optimization and reporting.

What best practices improve QR code success in tankless water heater installation services?

Best practices include assigning unique codes per asset and placement, adding tracking parameters to URLs, automating follow-up workflows, training technicians to promote scanning benefits, and using durable labels for ongoing access.

How do QR codes support maintenance and warranty registration for tankless water heaters?

QR codes on stickers, magnets, and packaging link to prefilled booking forms and registration surveys, increasing repeat service rates, improving data accuracy, and enabling personalized maintenance campaigns.

Can QR codes be updated after printing for tankless water heater services?

Yes, dynamic QR codes allow content updates without reprinting, enabling seasonal promotions, training updates, and destination changes to keep information current and relevant.

Do QR codes require special apps to be scanned for tankless water heater services?

No, QR codes are designed for speed and simplicity, requiring no special app; a single scan opens booking forms, videos, or contact info directly.

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What Our Clients Say

"Really, really impressed with how we're able to get this amazing data ...and action it based upon what that person did is just really incredible."

Josh Carter
Josh Carter
Director of Demand Generation, Pavilion

"The Sona Revenue Growth Platform has been instrumental in the growth of Collective.  The dashboard is our source of truth for CAC and is a key tool in helping us plan our marketing strategy."

Hooman Radfar
Co-founder and CEO, Collective

"The Sona Revenue Growth Platform has been fantastic. With advanced attribution, we’ve been able to better understand our lead source data which has subsequently allowed us to make smarter marketing decisions."

Alan Braverman
Founder and CEO, Textline

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