Working demonstration · HVAC / trades

Service intake: current setup → known issues → what you need next

Structured job capture for HVAC and home-service teams—so “AC broken” becomes address, equipment, urgency, and a clear next step. Staff get an instant alert.

Contact & urgency

Who is calling and how fast someone needs to roll.

Name

Phone

Email (optional)

Company name on the form (demo)

Service address Urgency

Emergency (no heat / no cool) Soon (1–2 days) Schedule / quote

Current setup

What is on site today—so the tech is not guessing from “AC broken.”

System type

Approximate age

Last service / filter change (if known) Anything else about the current system?

Known issues (most service calls)

Pick all that apply—the same short list dispatchers hear all season.

Other / more detail

What do you need next?

Future / expectation—repair, replace, maintenance, or a quote.

Goal

Preferred window

Access notes Other expectations