QC Master Form | Climate Boss

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QC Master Form

REPAIR • REPLACEMENT • MAINTENANCE • AIR QUALITY EVALUATIONS

Step 1 of 5

20%

MASTER QC FORM

Foundational QC Criteria

Interaction Type(Required)

Must be real-time, live. No voicemails or emails.

Opportunity Type(Required)

Stop submission if 'Service-Only.'

Decision Maker Present(Required)

Must be 'Yes'. Stop submission if not present.

Lead Source(Required)

Customer Info & Address

Primary Contact(Required)

Must be decision-maker.

First Name Middle Name Last Name

Phone(Required)

Confirm phone number with customer.

Email(Required)

Used for follow-up, scheduling, newsletter.

Secondary Contact

First Name Middle Name Last Name

Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code

SYSTEM & DIAGNOSTIC INFO

System Type(Required)

System Age(Required)

Diagnostic Type (Check all that apply)(Required)

Helps define need, urgency, and solution scope.

No Cooling

No Heating

Poor Airflow

Leaking or Frozen

Maintenance Check

SALES CONVERSATION & DEAL PATHWAY

Sales Pitch (Check all that apply)(Required)

Comfort Club Pitch is standard for every QC.

Comfort Club /PMA

New Equipment Opportunity

System Replacement

Repair vs Replacement Options

Add-On / Accessory

Comfort Club (PMA) Sold?

Free Estimate Offered?(Required)

Based on qualified free estimate policy.

Method of payment required(Required)

Next Step(Required)

Estimate provided, select next step.

Estimated Revenue Tier(Required)

Select best fit.

INTERNAL NOTES & TEAM CONTEXT

Notes / Job Context(Required)

Add context, customer objectives, follow-up needs.

Assigned To(Required)

Name

This field is for validation purposes and should be left unchanged.

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7303 Burleson Rd Ste 306

Austin, TX 78744

(512) 253-1906

24/7/365 Service

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