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HVAC AI Assessment — Question Bank
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Calls and Lead Intake
- How do most new customers reach you now?
- What happens when multiple calls come in at once?
- What happens to after-hours calls?
- How quickly do web form leads get called back?
- Do emergency calls ever get missed or delayed?
Office Workflow
- What are the office staff doing manually every day that eats up time?
- What customer questions come up over and over?
- What slows down scheduling the most?
- What slows down estimate follow-up the most?
Dispatch / Coordination
- How does the office hand work off to the field crew?
- Where does communication break down between office and techs?
- Are there delays in confirming appointments, reschedules, or callbacks?
Follow-Up
- How do you track whether a lead was called back?
- How do you follow up on estimates that don’t close right away?
- Do leads ever get forgotten or lost in the shuffle?
Tools
- What software are you using now for calls, scheduling, dispatch, CRM, and invoicing?
- Are any tools disconnected or forcing double entry?
- What reports or admin work are still being done manually?
Priorities
- If we could fix one issue first, what would help most right now?
- Is the bigger pain missed calls, slow follow-up, or office overload?
- Are you looking for a quick win first or a bigger system cleanup?