- May I please ask you a few questions about your current equipment?
- Type?
- Put in Notes
- Age?
- Put in Notes
- Fuel Source.
- Put in Notes. If cx isn't sure ask if the following ring a bell: Gas, Electric, Water or Hydronic, Oil or Geothermal. We do not take on new geothermal or oil cx except at Wardlaw.
- And Condition.
- Put in Notes
Thank you
- Is that equipment Owned / Rented / Leased ?
- If Yes Have you contacted the company for a Buy Out amount?
- Note the Buy Out Amount
When booking a maintenance, make sure to ask "is your equipment currently working?" If it is not, we must book a diagnostic. If the customer says it's working but is having issues, make sure the diagnostic is quoted. Book as a maintenance but note that if something is wrong, a diagnostic has been quoted.