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Home Comfort Advisors Name

Home Comfort Advisors Email

Home Comfort Advisors Cell Number

Job

Customers Name

Customers Address

Customers Phone Number

Customers Email Address

Lead Source

Lead Results

Install Date

Arrival time communicated to customer Arrival time communicated to customer

System Style System Style

Brand Brand

Full Retail Price Provided By Your Sales Manager

Lennox Straight Cool System Sold Lennox Straight Cool System Sold

Lennox Heat Pump System Sold Lennox Heat Pump System Sold

Lennox Front Draw System Sold Lennox Front Draw System Sold

Trane Straight Cool System Sold Trane Straight Cool System Sold

Lennox Package Unit Sold Lennox Package Unit Sold

Air Handler Model Sold Air Handler Model Sold

Condenser Model Sold Condenser Model Sold

Condenser BTU Condenser BTU

Thermostat Sold Thermostat Sold

Air Filter Sold Air Filter Sold

Condensate Pump Needed

Did you include or Sell a Duct Cleaning?

Crane Needed

Heater Bank Size Required (enter current system KW/H heat bank size)

Did you sell or include any Add On's/Accessories/extra services?

Add On's / Accessories Sold

Enter Finial Amount Charged to Customer (Finial Amount) $

Method of Payment

CC # Collected

Cash Collected

Amount $

Check Collected

Amount $

Financing Approved

Amount Approved for $

Section

*Upload Photos of Entire Air Handler

Maximum file size: 516MB

*Upload Photos of Air Handler Label

Maximum file size: 516MB

*Upload Photos of AC Condenser

Maximum file size: 516MB

*Upload Photos of AC Condenser Label

Maximum file size: 516MB

*Upload Photos of Electrical Panel Showing Brand

Maximum file size: 516MB

Upload Photos of Hot Water Heater

Maximum file size: 516MB

*Upload Photos of The Investment agreement

Maximum file size: 516MB

*Upload Photos of Comfort Survey Cover

Maximum file size: 516MB

*Upload Photos of Comfort Survey Questionnaire

Maximum file size: 516MB

*Upload Photos of Comfort Survey Heat Load Math

Maximum file size: 516MB

*Upload Photos of Comfort Survey General Information Page

Maximum file size: 516MB

Electrical Panel Brand Electrical Panel Brand

Current AC Breaker Size Current AC Breaker Size

Current Heat Bank Breaker Size Current Heat Bank Breaker Size

Enter Height in Inches of current Air Handler

Enter The Ceiling Height in inches of the room the Air Handler is in

Any Notes for the Installers

3 things you did well

3 things you didn’t do well and need to work on

Follow Up Date

Why Wasn’t it sold

System Level Quoted System Level Quoted

System Style System Style

Air Handler Model # Quoted

Condenser Model # Quoted

Condenser Size

Thermostat Quoted Thermostat Quoted

Air Filter Quoted Air Filter Quoted

Crane Needed

Condensate Pump Needed

Other Items Quoted

*Retail Price of All Items Quoted$

*Promotional Discount $

*Next Install Discount $

*Quoted Price $

Additional Discount

How would they pay

Financing Approved

Amount Approved for $

*Upload Photos of Entire Air Handler

Maximum file size: 516MB

*Upload Photos of Air Handler Label

Maximum file size: 516MB

*Upload Photos of AC Condenser

Maximum file size: 516MB

*Upload Photos of AC Condenser Label

Maximum file size: 516MB

⦁ *Upload Photos of Electrical Panel Showing Brand

Maximum file size: 516MB

Upload Photos of Hot Water Heater

Maximum file size: 516MB

Enter Height in Inches of current Air Handler

Enter The Ceiling Height in inches of the room the Air Handler is in

Notes for the Installers

3 things you did well

3 things you didn’t do well and need to work on

Scale 1-10, 10 being a for sure close, how confident are you on getting back in and selling this?

Rebook Date

Rebook Appointment Time*

Reason for Rebook Reason for Rebook

Select what parts of the sales presentation you completed

Notes about the call

3 things you did well

3 things you didn’t do well and need to work on

Scale 1-10, 10 being a for sure close, how confident are you on getting back in and selling this?

Section

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