Call Test Call Date Customer Needs Immediate Follow Up ---YesNo Technician Name ---XavierMarkMo DesjardinsEric WilkinsMatt GrayMike GalvinJeremy WoodsPete DasslerJohn MillerDavid HernandezBillMiguel Galvan Jr.Tyler WintonArthurCedricFrank Customer Number Customer Name Call Type ---RetailExisting HPFAAHSESC ServiceESC MaintenanceOne Time MaintenanceAssistance CallPart PendingUpgrade PendingRecallOther PO Number (if AHS/FA) Warranty Type (if AHS/FA) Who was present at the home? ---HomeownerNon-homeowner Policy HolderTenantLandlordMaidOther Diagnosis: Failure: Cause: Time In ---1:001:151:301:452:002:152:302:453:003:153:303:454:004:154:304:455:005:155:305:456:006:156:306:457:007:157:307:458:008:158:308:459:009:159:309:4510:0010:1510:3010:4511:0011:1511:3011:4512:0012:1512:3012:45 Time Out ---1:001:151:301:452:002:152:302:453:003:153:303:454:004:154:304:455:005:155:305:456:006:156:306:457:007:157:307:458:008:158:308:459:009:159:309:4510:0010:1510:3010:4511:0011:1511:3011:4512:0012:1512:3012:45 Work Completed Pending Issues Part Ordered (If Applicable) ---YesNo Parts Location (If Applicable) Condemn ---YesNo Consultant Appointment Booked ---YesNo Type of Consultant Appointment ---ReplacementCondemnDuctworkAttic EfficiencyIAQEnergy Audit ESPI Presented ---YesNo Repair Vs Replace Presented ---YesNo Seal Vs Replace Presented ---YesNo Customer Objections/Satisfaction Did you ask the customer for reviews/referrals? ---YesNo Warranty Part ---123456 ---123456 ---123456 ---123456 ---123456 Items/Fees ---AHS RevenueHOR - AC EquipHOR - Heating EquipHOR - Duct EfficiencyHOR - IAQService & Repair - OtherService & Repair - AC EquipService & Repair - Heating EquipService & Repair - IAQService & Repair - HeatingService & Repair - AtticUpgrade - OtherUpgrade - AC EquipUpgrade - Heating EquipUpgrade - IAQUpgrade - HeatingService & Repair - AtticUpgrade - Duct EfficiencyUpgrade - OtherInstall ---AHS RevenueHOR - AC EquipHOR - Heating EquipHOR - Duct EfficiencyHOR - IAQService & Repair - OtherService & Repair - AC EquipService & Repair - Heating EquipService & Repair - IAQService & Repair - HeatingService & Repair - AtticUpgrade - OtherUpgrade - AC EquipUpgrade - Heating EquipUpgrade - IAQUpgrade - HeatingService & Repair - AtticUpgrade - Duct EfficiencyUpgrade - OtherInstall ---AHS RevenueHOR - AC EquipHOR - Heating EquipHOR - Duct EfficiencyHOR - IAQService & Repair - OtherService & Repair - AC EquipService & Repair - Heating EquipService & Repair - IAQService & Repair - HeatingService & Repair - AtticUpgrade - OtherUpgrade - AC EquipUpgrade - Heating EquipUpgrade - IAQUpgrade - HeatingService & Repair - AtticUpgrade - Duct EfficiencyUpgrade - OtherInstall ---AHS RevenueHOR - AC EquipHOR - Heating EquipHOR - Duct EfficiencyHOR - IAQService & Repair - OtherService & Repair - AC EquipService & Repair - Heating EquipService & Repair - IAQService & Repair - HeatingService & Repair - AtticUpgrade - OtherUpgrade - AC EquipUpgrade - Heating EquipUpgrade - IAQUpgrade - HeatingService & Repair - AtticUpgrade - Duct EfficiencyUpgrade - OtherInstall ---AHS RevenueHOR - AC EquipHOR - Heating EquipHOR - Duct EfficiencyHOR - IAQService & Repair - OtherService & Repair - AC EquipService & Repair - Heating EquipService & Repair - IAQService & Repair - HeatingService & Repair - AtticUpgrade - OtherUpgrade - AC EquipUpgrade - Heating EquipUpgrade - IAQUpgrade - HeatingService & Repair - AtticUpgrade - Duct EfficiencyUpgrade - OtherInstall ---AHS RevenueHOR - AC EquipHOR - Heating EquipHOR - Duct EfficiencyHOR - IAQService & Repair - OtherService & Repair - AC EquipService & Repair - Heating EquipService & Repair - IAQService & Repair - HeatingService & Repair - AtticUpgrade - OtherUpgrade - AC EquipUpgrade - Heating EquipUpgrade - IAQUpgrade - HeatingService & Repair - AtticUpgrade - Duct EfficiencyUpgrade - OtherInstall ESCs Sold (Number sold - Enter Numbers Only) ---0123457 Payment Method CashCheckCreditFinanceNo Payment Collected Gift Cards Distributed (Activation/Authorization Code) Card 1 Card 2 Card 3 Card 4