Start with property and location
Ask for the service address or ZIP code and whether the property is residential or commercial. Add building type, occupied status, tenant or owner contact needs, parking, roof access, gate instructions, stairs, equipment location, and other site constraints only where they matter to the contractor’s intake process.
Ask what the customer observes
A message field can capture the mode in use, thermostat setting, areas affected, when the issue began, sounds, odors, water, airflow, visible alerts, and anything already attempted. Customers should never be encouraged to open equipment, touch electrical components, handle refrigerant, or perform unsafe troubleshooting for the sake of a form.
Keep estimate language accurate
The website can request photos of the equipment label, thermostat, visible conditions, and surrounding access when the company finds them useful. It should explain whether a phone conversation, site visit, diagnostic appointment, plan review, or other step is normally required before an estimate—using only the contractor’s confirmed process.