Contact details
Collect a name, email address, and phone number for the customer making the request.
For HVAC contractors
Trade Boost AI keeps every service request in one clear record.
Trade Boost AI captures the customer details your team needs to understand a new HVAC request: who they are, what they need, where they are, and when it matters.
A simple intake flow for U.S. home-service contractors.
The context behind the request.
The form keeps the essentials together so a contractor can understand the request before deciding what comes next.
Service needed
Capture the HVAC service the customer is asking about in their own words.
Location
Record the customer’s service location so the request has local context.
Urgency and timing
Capture urgency and a preferred appointment window as preferences, not a reservation.
A straightforward intake flow.
Share the request, keep the details together, and receive a clear confirmation.
- 01
Share the request
Complete the short form with contact details, service, location, urgency, and preferred timing.
- 02
Review the details
The submitted information is stored as one lead record for the contractor to use.
- 03
Receive confirmation
The form confirms the submission and shows its record reference. No appointment is booked.
Capture the next HVAC request.
Share the details below to create a structured lead record.
Lead capture
Tell us what you need.
Start with your contact details, service, and location.