1Customer & Job Info
2Sales Assessment – Customer Engagement
3Technical Assessment - System Information
4Problem / Diagnostics
5Root Cause (Field Tech Submission)
6Solution & Scope of Work
7Proposal & Pricing
8Execution Strategy
9Educational Feedback

Home Assessment and Proposal Approval

Customer & Job Info

Client Name
Address
Tech(s) On Site

Sales Assessment - Customer Engagement

Home Type

Lifestyle Concerns Identified (Select all that apply)
Indoor Air Quality Priorities
Customer Budget Awareness
Sales Readiness

Technical Assessment - System Information

Tonnage

System Brand

Thermostat Type
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    Problem / Diagnostics

    Reported Issues (Select all that apply)
    Diagnostics Performed (Select all that apply)

    Root Cause (Field Tech Submission)

    Manager Validation *

    Solution & Scope of Work

    System Optimization / Add-ons

    Proposal & Pricing

    Line Item Breakdown
    Quantity
    Description
    Unit Cost
    Total
     
    Pricing Category

    Execution Strategy

    Work to be Performed By
    On-Site Training Opportunity?

    Educational Feedback

    Learning Opportunity Score *
    Assign Follow-Up Coaching?
    This field is for validation purposes and should be left unchanged.