HVAC Lead Intake - Immediate Response HVAC

Job Information

Job Type *

Claim Type *

Work Requested *

Inspection

Trouble Shooting

Repairs and Replacement

Quote

Duct Cleaning

Call Back

Maintenance Service

Select Option(s)

Miscellaneous Description

Property Information

Have we worked here before?

No

Yes

Property Address *

Apartment / Unit Number

Travel Compliance Warning

This job site is OVER 80km from Whitby HQ. A Travel Compliance log will be required. Please acknowledge.

Will staff be staying away from home? (Form TD4 Required) *

Yes No

Visit Details

Schedule Type

To be scheduled

Fixed Schedule

Number of days required *

Weekends included?

Access Instructions

PO Number

Scope / Job Details *

Automation Preferences

Automated Email Communication

If turned off, no automated emails will be sent to the client.

Calendar Event

If turned off, no calendar event will be created.

Automated QBO Work Order

If turned off, QuickBooks Online syncing and Estimate creation will be skipped.

🔧 HVAC Lead Intake