What best describes your company's annual revenue?
Under $1M
$1M-$3M
$3M-$5M
$5M-$10M
$10M-$25M
$25M+
How many field technicians currently work for your company?
1-5
6-10
11-20
21-40
40+
How well do your current software systems communicate with one another?
Highly integrated
Mostly integrated
Some manual work
Mostly disconnected
I am not sure
Which statement best reflects your leadership team's perspective on AI and automation?
Actively investing
Exploring opportunities
Curious but unsure where to begin
Skeptical
Not currently considering AI
How standardized are your day-to-day operational processes across the business?
Highly standardized
Mostly standardized
Some departments are standardized
Limited standardization
Every employee does things differently
How confident are you that you have real-time visibility into the health of your business?
Extremely confident
Mostly confident
Somewhat confident
Limited confidence
I often find out about problems after they have already occurred
How frequently do you review key operational and financial metrics?
Daily
Weekly
Monthly
Quarterly
No structured review process
How would you describe your company's documented operating procedures?
Well documented and regularly updated
Documented but inconsistently followed
Limited documentation
Mostly tribal knowledge
No documented SOPs
Which statement best describes how technicians identify and present additional service opportunities?
Standardized process with training and tracking
Standardized process, limited tracking
Depends on the technician
Rarely discussed
No formal process
How are job notes, photos, and completed work typically documented?
Fully digital with required documentation
Digital, but varies by technician
Paper and digital combination
Mostly paper
No standardized documentation process
How are customer calls handled outside of normal business hours?
Live answering service
Internal on-call rotation
Voicemail with callback
Emergency line only
No formal process
How confident are you that your technicians' schedules are optimized each day?
Extremely confident
Mostly confident
Somewhat confident
Not very confident
We do not currently measure this
How are service appointments primarily scheduled?
Fully integrated scheduling software
CRM with dispatcher oversight
Spreadsheet/calendar
Whiteboard/manual
Combination of multiple systems
Which statement best describes how customers are kept informed throughout a service appointment?
Automated texts/emails throughout the visit
Technician communicates manually
Office provides updates when needed
Communication varies by employee
No consistent communication process
Approximately what percentage of your active customers are enrolled in a maintenance agreement?
Less than 10%
10-25%
26-40%
More than 40%
I am not sure
How does your company typically request customer reviews after completed service?
Automated after every completed job
Requested manually by technicians or office staff
Requested occasionally
Rarely requested
No formal process
Which of the following best describes how your sales performance is tracked?
Real-time dashboards reviewed regularly
Weekly KPI reporting
Monthly reporting
Basic spreadsheets
Limited or no formal tracking
What best describes your follow-up process after providing an estimate when the customer does not immediately move forward?
Automated and consistent
Manual but consistent
Occasional follow-up
Rarely followed up
No formal process
How quickly are new web inquiries or estimate requests typically contacted?
Under 15 minutes
15-60 minutes
Same day
Next business day
We do not consistently measure this
Approximately what percentage of inbound customer calls are answered by a live person during business hours?
Less than 60%
60-75%
76-90%
More than 90%
I am not sure
Which best describes your business?
Residential HVAC
Commercial HVAC
Mixed
Service & Replacement
New Construction
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