Page 1 of 1

Latchpin — HVAC Lead Handling Inquiry

Your name

*

Company name

*

Your role

*

Your role

A

Owner

B

Operations Manager

C

Dispatcher

D

Sales

E

Other

Work email

*

Best callback number

What's your service mix?

*

What's your service mix?

A

Residential service & repair

B

Residential install/replacement

C

Commercial service

D

Commercial install

E

Mixed residential & commercial

F

New construction

Approx. how many service-call leads per week?

*

Approx. how many service-call leads per week?

A

Under 10

B

10–25

C

25–50

D

50–100

E

100+

F

Not sure

How do leads come in today?

*

How do leads come in today?

Mostly phone calls

Mix of phone & web forms

Mostly web forms

Mostly referrals & SMS

Facebook / Instagram DMs

Google Business Profile messages

Angi / HomeAdvisor / Thumbtack

Nextdoor

Referrals

Other

What scheduling platform do you use?

*

What scheduling platform do you use?

A

Google Calendar

B

Calendly

C

Acuity

D

Housecall Pro

E

ServiceTitan

F

Jobber

G

FieldEdge

H

Phone-based / Paper

I

Other

J

None

Any text/SMS automation already in place?

*

Any text/SMS automation already in place?

A

Yes — Twilio

B

Yes — built into our scheduling software (Housecall Pro, ServiceTitan, etc.)

C

Yes — other tool

D

No, but interested

E

No, not interested

What's the biggest leak in your lead handling right now?

*