1Foundational QC Criteria2Customer Info & Address3System & Diagnostic Info4Sales Conversation & Revenue Pathway5Internal Notes & Team Context URLThis field is for validation purposes and should be left unchanged.MASTER QC FORMFoundational QC CriteriaCompany Source(Required)Climate BossEnergy LogixLead Type(Required)Calls-LeadsOnline LeadsWU-Direct-LeadsPortal-Chat-LeadsInteraction Type(Required)Must be real-time, live. No voicemails or emails.In-Person (Booking Set)Walk-Up - Direct (Field-Generated)Phone Call (Live, with Decision-Maker)Video Call (Zoom, FaceTime, etc.)Opportunity Type(Required)Choose the opportunity type (Select all that apply) Service & Repair Job Replacement Job Refrigeration Job / Light Commercial Duct Work Job Select AllCustomer Type(Required)First-Time CustomerExisting Customer (Repeat)Service Type(Required)ResidentialLight CommercialCommercialDecision Maker Present(Required)Must be 'Yes'. Stop submission if not present.YesNoLead Source(Required)Walk-Up-Direct (Field Generated)AngiFlyer / Door HangerRecaptureReferralInfluencer (Promote)Email (Campaigns)BillboardCB Vehicle SignageCB WebsiteGoogle MapsGoogle AdsGoogle SearchThumbtackNetworkxFacebookInstagramNextdoorYelpOther Customer Info & AddressPrimary Contact(Required)Must be decision-maker. First Name Last Name Phone(Required)Confirm phone number with customer.Email(Required)Used for follow-up, scheduling, newsletter. Secondary Contact First Name Last Name Address(Required) Street Address Address Line 2 City State / Province / Region ZIP / Postal Code System & Diagnostic InfoSystem Type(Required)Central ACMini-Split / DuctlessHeat PumpGas FurnacePackage UnitDual FuelOtherSystem Age(Required)< 5 Years5–10 Years11–15 Years16–20 Years20+ YearsNew ConstructionUnknownDiagnostic Type (Check all that apply)(Required)Helps define need, urgency, and solution scope. No Cooling No Heating Poor Airflow Leaking or Frozen Maintenance Check Post Image of Equipment (CB Sticker)Accepted file types: jpg, jpeg, png, gif.Post Image of Equipment (CB Sticker)Accepted file types: jpg, jpeg, png, gif. Sales Conversation & Revenue PathwaySales Pitch? (Check all that apply)(Required)Comfort Club Pitch is standard for every QC. Replacement Job Opportunity Service and Repair Job Opportunity Refrigeration Job Opportunity Duct Wok Job Opportunity Comfort Club / PMA Select AllNext Step?(Required)Booked Job Status, Select Next Step.Booked Job – ReplacementBooked Job – Service and RepairWaiting on Customer – Estimate SentWaiting on Estimator – Estimate PendingNo Booked Job (Recapture)Free Estimate Offered?(Required)Based on qualified free estimate policy.YesNoComfort Club Sold?(Required)NoYesMembership Term?1 YR - $199.002 YR- $299.003 YR - $399.00Additional Systems?None1 (+$99/yr)2 (+$198/yr)3 (+$297/yr)Total Comfort Club PricePayment Collected? Yes – Paid in Full Estimate Delivery Status? Estimate Delivered – Same Day Follow-Up Planned? (Select all that apply) Yes, Re-Visit Scheduled Yes, Call Scheduled Yes, Auto Email Generated Yes, Auto Text Generated Assigned? Follow-Up OwnerBenThomasFollow-Up NotesMETHOD OF PAYMENT?(Required)Credit Card (At Par)Debit Card (At Par)Check (At Par)ACH - Billed (At Par)Financing Option (% Upcharge)Estimated Revenue Tier(Required)Select best fit. Basic Repair ($300–$1,200)Major Repair ($1,200–$7,000)Full Replacement ($6,000–$20,000)Multi-System / Whole Home ($15,000–$30,000)Multi-System / Large Scale ($30,000+)None Internal Notes & Team ContextNotes / Job Context(Required)Add context, customer objectives, follow-up needs.QC Punched By(Required)Ben (Sales)Thomas (Sales)