HVAC Questionnaire HVAC TrustBooks Initial Client Questionnaire Step 1 of 4 25% Name of Business* Contact Name (name of person owner designates to work with us) Contact Email Business Address* Street Address Suite # City AlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingArmed Forces AmericasArmed Forces EuropeArmed Forces Pacific State ZIP Code Business Phone*County* Owner 1 First + Last Name* Owner 1 Email* Owner 2 First + Last Name Owner 2 Email Owner 3 First + Last Name Owner 3 Email Who will be the author(s)?* Will all owners be named? (max 3) Yes No Thank-You Page - 9 names:There is a "Thank-You" page in the front of the book. These are the individuals you would like to thank for their contribution to your business and to your life!Name #1 Name #2 Name #3 Name #4 Name #5 Name #6 Name #7 Name #8 Name #9 General BusinessDo you have a website for your business (ex:YourBiz.com)?* Yes No If yes, what is it? Currently being used?* Yes No Do you have a logo?* Yes No How many years have you been in the HVAC business?* If you have a partner(s), do you want to count the collective years between you and your partner(s)? Yes No Collective years - how many? Days and Hours (ex: Monday thru Friday 9:30 - 6:30)* Emergency Hours + Response: Nights?* Emergency Hours + Response: Weekends?* Emergency Hours + Response: Holidays?* Does someone answer the phone 24/7?* Yes No What is your license #?* What State(s)?* Type of license? Please describe, including the differences between licenses.*Your City construction services phone number? Your County construction services phone number? What types of insurance does your City, County, and State require (ex: Workers Comp., Liability, Motor Vehicle)?*Are you insured?* Yes No Not Required Your "Business Service Practices":How many salespeople do you have (on average)?* Do you personally and actively do sales calls?* Yes No Do your salespeople do weekday evening sales appointments?* Yes No What about weekend sales appointments?* Yes No Do you do load calcs prior to submitting a proposal?* Yes No Is your proposal in writing?* Yes No Do you sell extended warranties on new systems?* Yes No Do you include a FREE 1-year maintenance policy with a new system?* Yes No Do you sell annual maintenance policies?* Yes No Are your technicians certified?* Yes No Certified by who (ex: NATE, EPA* Programmable Thermostat Training: After an installation or repair, do your techs teach customers how to use / program the thermostat prior to leaving?* Yes No Will you GUARANTEE that you will not leave a customer’s home until you’ve taught them how to use / program their new programmable thermostat?* Yes No Who (on your team) is responsible for the final inspection at the end of a system replacement? Anything else you want people to know about you and your business? (Mission / Vision statement, company policies and culture, etc.)GREAT NEWS!! We're done with this! CONGRATULATIONS and THANK YOU!!What Happens Next? You should hear from us via e-mail or a phone call. Why? Because we’re going to have to discuss you, your company, your policies and your team. We want to make sure that your book has your individual “personality” and your “business personality.” We do our best to get right back to you (same day), but absolutely no later than the next day (unless it’s a holiday or weekend). If you’d like to do it right now, just call us. Our phone number is 813 -574-4355. Or schedule your customization conference on the next page today! Δ
