HCA Closeout Form

1
Which Company did you make the sale for?* This field is required.
Please Select
Please Select
Hales AC
CCS
Abraham
2
HCA Name* This field is required.
3
HCA Email* This field is required.
example@example.com
4
Job / Lead #* This field is required.
5
Customer Name* This field is required.
6
Customer Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
7
Customer Phone #* This field is required.
Please enter a valid phone number.
8
Lead Source* This field is required.
Please Select
Please Select
Tech
Marketed
Costco
9
Lead Result* This field is required.
Please Select
Please Select
Sold
Not Sold
Rescheduled with Date & Time
10
Install Date:* This field is required.
Date
Month
Day
Year
11
System Style Sold* This field is required.
Split System Straight Cool
Split System Heat Pump
Package Unit
Front Feed OTWH
Pancake/Ceiling Air Handler
Water Sourced Heat Pump
Ductless/Mini Split
Other
12
Was their existing system a Heat Pump, Straight Cool or?* This field is required.
Heat Pump
Straight Cool
WSHP
Other
13
Brand Sold* This field is required.
Lennox
Goodman
Trane
Daikin
Bosch
First Company
Rheem
Other
14
System Level Sold* This field is required.
Value
Basic
Deluxe
Premier
Optimum
Other
15
Air Handler Sold* This field is required.
Lennox Basic - CBK45UHPT OR CBK45UHET (3 ton and larger)
Lennox Deluxe - CBK45UHET
Premier - CBK45UHVT
Lennox Optimum - CBK48MVT
Lennox/ADP Front Feed
Goodman Basic or Deluxe AMST
Goodman Front Draw Basic or Deluxe (up to 3 ton) AWST
Goodman Premier AHVE
First Company WSHP - Hydrotech
Bosch WSHP - Series SL
Lennox Basic Package Unit
Lennox Deluxe Package Unit
Goodman Package Unit GPHH3
Goodman Gas Furnace GR9S80
Daikin Optimum DFVE
Other
16
Current Heater Bank Size in KW/H
17
How many inches tall is the current Air Handler?
18
How many inches wide is the current Air Handler?
19
How Many inches deep is the Current Air Handler?
20
CONDENSER Sold* This field is required.
Lennox Basic SC - ML14KC1
Lennox Basic HP - ML14KP1
Lennox Deluxe SC - EL16KC1
Lennox Deluxe HP - EL16KP1
Lennox Premier SC - EL16KC1
Lennox Premier HP - EL19KPV
Lennox Opt SC - SL25KCV
Lennox Opt HP - SL22KLV
Goodman Basic SC GLXS4B
Goodman Basic HP GLZS4B
NO CONDENSER - Water Sourced Heat Pump
Goodman Deluxe SC GLXS5B
Goodman Premier SC GZV7S
Goodman Premier HP GXV6SS
Daikin Optimum SC DC6VS-S
Daikin Optimum HP DH7VS
Other
21
What size system?* This field is required.
1.5 Ton / 18,000 BTU
2.0 Ton / 24,000 BTU
2.5 Ton / 30,000 BTU
3.0 Ton / 36,000 BTU
3.5 Ton / 42,000 BTU
4.0 Ton / 48,000 BTU
5.0 Ton / 60,000 BTU
Other
22
What Thermostat?* This field is required.
Basic Level - Digital nonprogrammable
Deluxe Level - Honeywell T6 Wifi
Premier Level - (Lennox - iComfort E30, Goodman, GTST)
Optimum Level - (Lennox - iComfort S40, Daikin One)
Other
23
What Air Filter / Cleaner? * This field is required.
1" Basic Level
1" Electrostatic
MERV 11
PureAir
Other
24
What Warranty Was Sold?* This field is required.
10/1
10/3
10/5
10/10
12/12
Other
25
Other Add Ons?* This field is required.
Single UV Bulb for Deluxe Level (Blue Tube or Similar)
PureBreathe UVC/UVV 3 Bulb (Premier & Opt)
PureBreathe UVC Single Bulb
PureBreathe UVC Dual Bulb
Duct Cleaning
Dryer Vent Cleaning
PureAir *Lennox Only
Clean Effects *Trane Only
MERV 11 Filter Upgrade on Basic Install
MERV 11 to MERV 16 Upgrade
New Line set on Basic Install
Honeywell T6 Wi-Fi Upgrade on Basic Install
iComfort E30 Upgrade on Install
iComfort S40 Upgrade on Install
Condensate Pump
AC Wall Brackets
Horizontal Install upgrade on Basic
Standard Crane Service
1st Years Maintenance
New Duct Work (in Attic Only) Priced Per Vent
NONE
Other
26
Does it require a Crane?* This field is required.
Yes
No
27
Invoice Amount?* This field is required.
28
How are they paying for it?* This field is required.
Credit Card
Cash
Check
APPROVED Financing
NOT YET APPROVED Financing
Other
29
What system did you quote? Please include Model # & Amount you Quoted it for* This field is required.Example: Quoted a Deluxe RA20 Lennox for $13419
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Ok
Ok
30
What are your next steps?* This field is required.
31
Why did you reschedule?* This field is required.
32
When are you going back?* This field is required.
33
Upload All Photos of the Air Handler*Multiple Photos is OK*
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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34
Upload All Photos of the Condenser*Multiple Photos is OK*
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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35
Upload All Photos of the Electrical Panel*Multiple Photos is OK*
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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36
Upload Photos of the Investment Agreement
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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37
Upload photos of the Comfort Survey Cover, Questionnaire, Heat Load & General Information.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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38
Notes for the installers* This field is required.
39
How did you know you had Rapport?* This field is required.
40
What was the persons name that was going to help with the measuring tape?* This field is required.
41
Did you mention the promotion and that you were going to call to ensure we had some we could offer them during the purpose script?* This field is required.
YESNO
42
Did you build expert authority during while building the Rapport and during the Purpose Script with a strong Personal Credibility Statement? * This field is required.
YESNO
43
When you asked them what type of job we were going to have to do to get paid, what word did they use to describe the type of job?* This field is required.
44
Did the customer verbalize that they would tell you NO ? * This field is required.
YESNO
45
During the 5 Factors did the customer understand and verblize that they were in control of how much this would "Cost"* This field is required.
YESNO
46
Did you ask if there were any other decision makers at the end of the 5 Factors and if there were please explain who they were and how you were planning on involving them* This field is required.
47
Did the homeowners write their name and address on the front of the comfort survey?* This field is required.
YESNO
48
What prompted them to consider replacing their system? What pains led to this decision?* This field is required.
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49
Where were the hot and cold spots in their home?* This field is required.
50
What budget did they verbalize to you? * This field is required.
51
How were they paying for it? If a payment plan what was their monthly budget?* This field is required.
52
Did you ask to do a pre qualification (always ask even if they say they are just going to pay for it)* This field is required.
YESNO
53
Did they do a pre qualification* This field is required.
YESNO
54
What problems did you discover that you were going to solve with your system design? * This field is required.
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Ok
55
How did they answer question 21? "Can we schedule the install if we find a good fit" And how did you respond to that answer? * This field is required.
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Ok
56
Did you remove all objections, stalls, have a problem to solve and know their budget at the end of the comfort survey - Putting them into a position where you could get a YES or a NO* This field is required.
YESNO
57
Did you measure the home?* This field is required.
YESNO
58
Did a homeowner help you measure it?* This field is required.
YESNO
59
How did you further build rapport while measuring the home?* This field is required.
60
During the show and tell at their existing system, what did you see and how did you involve the homeowners? How did you build further pains?* This field is required.
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61
Did you do the heat load math when you got back to the table?* This field is required.
YESNO
62
What was the BTU required for their home on the hottest day?* This field is required.
63
Did you call to reserve equipment after the heat load math?* This field is required.
YESNO
64
Did the homeowner tell you that we were the type of company they would choose for their HVAC project at the end of the "Why Choose Us"?* This field is required.
YESNO
65
Which of the 3 IAQ phases did the homeowners want to take care of with their new system?* This field is required.
66
Which IAQ products did you talk about? * This field is required.
67
How much did you tell them they would be? * This field is required.
68
What did they agree to have included in their project?* This field is required.
69
How much time did you spend talking about our install methods?* This field is required.
70
Did you tell the homeowners that the most important day of the systems life is the one its installed on?* This field is required.
YESNO
71
Did you talk about not having to have a license and thats why we provide training?* This field is required.
YESNO
72
Did you talk about how we weld to prevent TXV failures?* This field is required.
YESNO
73
Did you explain how complicated properly charging systems was and how most companies do not do it?* This field is required.
YESNO
74
Did the homeowners TELL YOU that it was important to install it correctly?* This field is required.
YESNO
75
Did the homeowners TELL YOU that install matters more then the "box"* This field is required.
YESNO
76
How did you do a system design? * This field is required.
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77
Please upload photos of your system design drawings* This field is required.
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Select files to upload
Max. file size: 10.6MB
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78
Money aside, which system did the homeowners feel was the best fit at the end of the system design?* This field is required.
79
What monthly payment did you put next to their chosen system at the end of the system design? Were they still interested?* This field is required.
80
Did you read all of our guarantees to them word for word after the system design, ending on the 100% satisfaction?* This field is required.
YESNO
81
Did you present the Optimum System first?* This field is required.
YESNO
82
Which solution where they most interested in?* This field is required.
83
What was it about that system that solved their problems? And why did they like the solution?* This field is required.
84
How did you ask for the business?* This field is required.
85
What was their stall or objection? How did you handle it?* This field is required.
86
Did you ask if it was a NO?* This field is required.
YESNO
87
What Amount Of Money would they have moved forward at?* This field is required.
88
Describe how you worked to overcome the objections you were faced with?* This field is required.
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89
Did you call to unreserve the equipment?* This field is required.
YESNO
90
What is your next step with this customer?* This field is required.
91
Why do you feel you didn't get this sale?* This field is required.
92
Where in the process did you fail? Be honest with yourself!* This field is required.
93
What do you feel you did well?* This field is required.
94
What do you need to improve on? How can we help?* This field is required.
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