Qualified Lead Example – HVAC

πŸ“§ NEW QUALIFIED LEAD: AC Not Cooling (Outdoor Unit Failure Suspected)


Customer Contact Information

Field Detail
Full NameHarry Smith
Address2345 Joe Lane, Houston, TX 77056
Phone Number817-234-7859
Email Addressharry@smith.com

Diagnostic Summary

Field Detail
Reported IssueThermostat flashing β€œcool on,” but no cold air.
Key Observations
  • Indoor fan runs; heater works normally.
  • Outdoor AC unit is completely off and silent.
  • Breaker checked and reset; no change.
  • No drain clog or water overflow.
Preliminary AssessmentFailed run capacitor, bad contactor, or control wiring fault.
Confidence LevelHigh

Preliminary Cost Estimate

Item Detail
Estimated Range$200–$600 (varies with confirmed cause during inspection)

Lead Qualification Details

Field Detail
UrgencyWants service today
Scheduling PreferencePrefers a call first

Full Diagnostic Transcript

User: My thermostat is flashing "cool on."
Model: That means cooling is trying to start. Do you feel cold air?
User: No.
Model: Is the indoor fan running?
User: Yes. Heat works fine too.
Model: Check outdoor unit β€” fan spinning or off?
User: It’s off, silent.
Model: Check AC breaker and reset.
User: Done, no change.
Model: Any drain clog or overflow?
User: No.
Model: Likely failed run capacitor, contactor, or low-voltage control issue. Needs service.
[Contact info: Joe Blow, 2345 Joe, 817-234-7859, joe@blow.com
]
Summary: Outdoor unit not receiving power; electrical fault likely. $200–$600 estimate. Prefers call first.