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System replacement consultation — present 2 options

ScheduledJob #24050•HVAC · Estimate visit•Thomas & Maria Alvarez

  1. Request
    Oct 16
  2. Estimate
    E-1094
  3. 3
    Approved
    Pending
  4. 4
    Scheduled
    Oct 20
  5. 5
    In progress
  6. 6
    Completed
  7. 7
    Invoiced
  8. 8
    Paid

Description

17-year-old 4-ton heat pump; two refrigerant repairs this summer. Customers want replacement options with financing. Draft estimate E-1094 prepared with a standard and a high-efficiency option.

Scheduled
Tuesday, October 2011:30 AM – 1:00 PM
Assigned to
Carlos Rivera
Estimated value
$13,625
Service address
11934 Cypress Glen WayRiverview, FL 33569
Source
Website
Created
Oct 16, 2:22 PM

Equipment on file

Goodman 4-ton heat pump (2009)

Notes

  • Priya DesaiInternal4d ago

    Both homeowners will be present. They asked about the federal tax credit — bring the high-efficiency spec sheet.

Job timeline

Every step recorded automatically

  1. Service request received from website

    Oct 16 · 2:22 PM · Thomas Alvarez

  2. Scheduled for Tue, Oct 20 · 11:30 AM

    Oct 16 · 2:31 PM · Priya Desai

  3. Draft estimate E-1094 prepared — 2 options

    Oct 19 · 4:05 PM · Michael Torres

Customer

Profile
Thomas & Maria Alvarez
Residential
  • (813) 555-0137
  • alvarez.family.fl@inbox.example
  • 11934 Cypress Glen WayRiverview, FL 33569
Cypress Glen WayRIVERVIEW500 ft
Home

Assigned technician

Carlos RiveraSenior HVAC TechnicianVan 04 · Ford Transit(813) 555-0151

Linked records

Estimate E-1094$13,625Draft
Invoice created on completion
1.5 hr scheduledHVAC