Express Quote
Quick Replacement Quote
"Let's get you a fast, accurate quote. Fill in the basics and we'll run the numbers."
Customer Information
System Information
Section 1 of 8
Getting to Know You
"Before we talk equipment, let me get to know a little about you and the property."
Contact Information
Property Details
Ownership Situation
🏠 Is this your forever home?
🔨 Planning any remodeling in the next 1–2 years?
Section 2 of 8
Comfort Concerns
"Tell me what's been bothering you. The whole point of this visit is to understand what's not working so we can fix it the right way."
What Brought You to Call Today?
Comfort Issues (Select All That Apply)
Rooms too hot
Rooms too cold
Poor airflow
Too humid
Air too dry
Static electricity
Uneven temps
Loud equipment
High utility bills
Dusty / poor air quality
Allergy symptoms
Frequent breakdowns
Section 3 of 8
Family Profile
"Understanding who lives here helps us get the recommendation right. Air quality, comfort levels, and even noise sensitivity are different for different households."
Household Members
👶 Children in the home?
👴 Elderly family members?
🐾 Pets in the home?
Health Considerations
🌸 Allergies in the household?
😮💨 Asthma or respiratory conditions?
Section 4 of 8
Lifestyle
"How you use the home affects everything from system size to control recommendations."
Daily Patterns (Select All That Apply)
Someone home all day
Travel frequently
Work from home
Sleep during day (shift work)
Bedrooms upstairs
Finished basement living space
Active kitchen / cook often
Section 5 of 8
Budget & Priorities
"Everyone has different goals for an investment like this. Help me understand what matters most to you."
What's Most Important to You?
Lowest Initial Cost
Get the job done at the best price
Lowest Monthly Payment
Keep my monthly costs down
Lowest Operating Cost
Save money on utilities long-term
Long-Term Ownership Value
Buy once, buy right
Maximum Comfort
I want the best comfort this home can have
Priority Ranking (1 = Most Important)
Financing
💳 Open to financing?
Synchrony Financial · 5.99% APR · 84 months
💲 Do you have a specific budget in mind?
Section 6 of 8
Home & Property
"A few quick questions about the home itself — this helps us size the system correctly."
Home Specifications
years old
Home Characteristics
🏠 Finished basement (conditioned living space)?
🏗️ Unfinished basement?
🚗 Attached garage?
Section 7 of 8
Existing Equipment
"Now let's take stock of what we're working with. Tell me about the current system — or systems."
Installation Configuration
Section 8 of 8
Ductwork Evaluation
"Before we talk about what system to put in, we need to know if the duct system can deliver the airflow the equipment needs. A correctly sized system on an undersized duct system is still a poor installation."
↩ Return Air
Whistling / high velocity
Dirty/restricted cabinet
Inadequate placement
Undersized returns
Duct leakage at returns
→ Supply Air
Supply ducts insulated?
Kinked flex duct
Crushed flex duct
Closed / missing dampers
Air leakage visible
Poor register placement
Damaged sections
🔍 Technician Airflow Assessment
Airflow appears adequate
System can support planned equipment without modification
Slightly restricted
Some improvement recommended but equipment can operate
Severely restricted
Duct modifications required before installation
Unknown
Static pressure testing recommended
🔬 Static Pressure (Optional)
Not Tested
Visual assessment only
Recommended But Not Tested
Recommend testing before or during install
Tested
Manometer reading available
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