Quote the system, schedule the install, and roll every customer onto a maintenance plan that actually gets serviced. When the no-cool call comes in July, the tech already knows the equipment, the warranty, and the history.
The install crew knows the model, serial, and quirks of the system — but the service tech on the maintenance visit is starting from zero.
Recurring agreements and seasonal tune-ups get tracked off to the side, so renewals slip and revenue you already sold quietly walks.
Who is taking the emergency call, who is on the install, and who is free this afternoon — none of it is on the customer record.
Capture the load, the equipment, and the install scope on site. Present good / better / best system options with financing-ready totals and a deposit.
The install reaches the crew with model and serial numbers, scope, and address — and a dispatch board that keeps installs and service calls from colliding.
Pull the equipment, warranty, and every prior visit before you arrive. Keep recurring maintenance plans on track and turn one-time customers into agreements.
See exactly how a HVAC job flows from the first call to a serviced account.