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Nature's Conservation / Integrated Systems
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HVAC Intake
First name
*
Last name
*
Phone number
*
Email
*
Address
*
What lead you to click on the form? (check all that apply)
HVAC Replacement
HVAC Service Needed
Interest in Ductless HVAC (mini-split system)
Other
Disqualification
Air Conditioning Replacement Only - we do not install Air Conditioning Only units. We only install HVAC Heat Pumps.
Are you in need of duct work replacement? We DO NOT perform duct work replacement.
Existing HVAC System Issues (for replacements)
1. Tell us the status of your existing system (check all that apply)
Frequent Breakdowns
Strange Noises or Loud Operational Noise outside at the condenser
Short Cycling(turns on/off quickly)
Long Run Times
Power Bills are sky high because of old system
High Humidity ex 60% room humidity and feeling clammy even though the temperature is comfortable
Setting thermostat lower and lower to gain comfort
Hot/Cold Spots in the house
Any weak vents or places where the air barely comes out
Poor overall airflow from vents or rooms feel stuffy when the doors are closed (bedrooms)
"Door Slamming" when doors close
Whistling, hissing or high-pitched sounds at vents/grilles
Mold/Mildew Smells
Dust Buildup
Other
Other Details about the reason for our conversation today
Preferences, Budget and Timeline
1. What are your main priorities for your replacement?
Energy Savings
Quiet Operation
Maximum Humidity Control
Smart Thermostat Integration
Air Quality / Filtration
I would like to see the "Budget" option.
I would like to see all options available.
2. Any interest in add-ons like:
UV Lights
Air Purification Systems
Bi-Annual Service Plan
Add-on Labor Warranties
Other
3. When do you expect to make this purchase?
4. In order to supply the most helpful options right away—how are you thinking about handling this?
Cash
Financing / Loan We have multiple options available from 0% interest financing to Lease to Own - (based on your credit score and other factors).
Cash / Loan mix
Unsure
Existing System Details
1. How old would you say your current outdoor unit and indoor air handler are?
Do you know the size (tonnage), model, of your current HVAC system
When was the last time the system was serviced or filters changed? and by whom?
Any access challenges for install (e.g., tight backyard, stairs, HOA rules, pets that need containing, or parking restrictions)?
Is there a condensate drain line issue?
Frequent Clogs
Backups
Secondary pan/drain needed
Has been recently replaced
If the drain line has been replaced, check this box to let us know when it was replaced.
Check all of the conditions that apply to your line set (copper pipes coming out of the outside condenser)
Line Set has never been replaced
Line Set has been replaced recently
Damaged, Corroded, Kinked, Pitted
Line set has had leaks in the past
Existing system had a compressor burn out and line set was not replaced
Line set is laying on the ground
Ant issues on the line set
Other
Where is the indoor air handler located?
Attic
Closet in the house
Garage (at ground level)
Garage (mounted on the ceiling)
Other
What type thermostat do you have right now?
Basic manual dial
Digital non-programmable
Programmable
Nest
Ecobee
Honeywell
Other
Do you have multiple thermostats (and/or motorized dampers in the ducts) that are controlled by one main system. This situation is usually for larger homes or commercial businesses.
Yes
No
Your Home Details
What is the age of your home?
What is the approximate square footage of the conditioned (cooled/heated) living space? (Exclude garage, unfinished attic, etc.)
Who is your utility provider?
Any HOA restrictions on equipment location, color, or sound level?
1. Have any changes been made to the home since the last HVAC system was installed that could affect cooling/heating load? Examples:
Added square footage, rooms, or additions?
New windows and/or doors
Added Insulation
New Roof
Changed occupancy (more people), appliances, or lighting
Remodeled attic or enclosed a porch
Has any ductwork been modified, extended, replaced or added?
Do you have a copy of a previous Load Calculation/Manual J report
Other
2. Has your home had any of the following that suggested the old system was improperly sized?
Energy Audit
Recent Inspection
Comfort Issues like High Humidity/Short Cycling
Other
3. How many stories/floors are in your home?
1
2
3
Other
4. What type of construction is the home?
Block/Concrete
Frame/Wood
Stucco Exterior
Asbestos Siding
Other
5. What type and how much insulation is in the attic / walls
Fiberglass Batts
Blown-In
Spray Foam
Asbestos Insulation
None Visible
Check this box to describe R-Values if known
6. What type of windows do you have?
Wood
Metal/Jalousie/Louvered
Single Pane
Double-Pane (Low-e Argon)
Any Solar Screens or Shades
Storm Windows
Other
7. Are there any special features like:
Pool Enclosure
Lanai/Sunroom
Open Concept
High Number of Skylights
Large area of south facing windows/glass
High Ceilings in parts of the home - vaulted or over 10 feet
Tight Property Lines
Other
Submit
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