Call Test Call Date Customer Needs Immediate Follow Up —Please choose an option—YesNo Technician Name —Please choose an option—XavierMarkMo DesjardinsEric WilkinsMatt GrayMike GalvinJeremy WoodsPete DasslerJohn MillerDavid HernandezBillMiguel Galvan Jr.Tyler WintonArthurCedricFrank Customer Number Customer Name Call Type —Please choose an option—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? —Please choose an option—HomeownerNon-homeowner Policy HolderTenantLandlordMaidOther Diagnosis: Failure: Cause: Time In —Please choose an option—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 —Please choose an option—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) —Please choose an option—YesNo Parts Location (If Applicable) Condemn —Please choose an option—YesNo Consultant Appointment Booked —Please choose an option—YesNo Type of Consultant Appointment —Please choose an option—ReplacementCondemnDuctworkAttic EfficiencyIAQEnergy Audit ESPI Presented —Please choose an option—YesNo Repair Vs Replace Presented —Please choose an option—YesNo Seal Vs Replace Presented —Please choose an option—YesNo Customer Objections/Satisfaction Did you ask the customer for reviews/referrals? —Please choose an option—YesNo Warranty Part —Please choose an option—123456 —Please choose an option—123456 —Please choose an option—123456 —Please choose an option—123456 —Please choose an option—123456 Items/Fees —Please choose an option—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 —Please choose an option—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 —Please choose an option—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 —Please choose an option—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 —Please choose an option—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 —Please choose an option—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) —Please choose an option—0123457 Payment Method CashCheckCreditFinanceNo Payment Collected Gift Cards Distributed (Activation/Authorization Code) Card 1 Card 2 Card 3 Card 4