Cooler Replacement Survey

JL Heating & Air — Replacing an existing evaporative cooler

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Customer & Contacts

Customer Name Phone Email Address (street, city, zip) Who is the decision maker? Second contact (name + phone) Date Surveyed by

1. The Conversation

“Before I start measuring — what made you decide to look at a new system? Any rooms that never get comfortable? And is there a budget you’re trying to stay inside, so I can quote you the right options?”

Ask why they want the install — comfort, failure, age, selling the house?

Ask about problem rooms — hot/cold spots, airflow, noise complaints.

Ask the budget question — never skip it. It decides which options we quote.

Ask if they want specific equipment — brand, quiet, high-efficiency, smart stat.

Ask their timeline — this week, this season, just pricing it out?

On a budget? (range if shared) Specific equipment requests Timeline Why they're buying / main complaint

Financing note: always mention we have options for tight budgets — monthly plans and financing. Nobody gets embarrassed about price at JL.

2. Cooler Jobs — Sizing, Roof & Water

Size the cooler — house sq ft & layout → CFM needed (rough rule: sq ft × ceiling height ÷ 2).

Check roof pitch — flat, low, or steep? Steep = adapter/legs and more labor.

Existing cooler? Note model, mount style, and condition of curb/duct opening.

Water connection — already ran to the cooler location or needs a new run? Find the shutoff.

Power & control — existing wiring/switch usable, or new run needed?

Winter drain path — where does the water line drain for shut-down season?

Cooler sizing (CFM / model) Roof pitch Existing cooler? Water line ran? Cooler notes

3. Photo Pass

Photos answer the questions you forgot to ask. Take them all — 2 minutes now saves a return trip.

Furnace + data plate

Coil/plenum space above furnace

Electrical panel (cover on + off)

Line set path + wall penetration spot

Outdoor unit location

Attic access + hanging area (if attic job)

Thermostat + wire count

4. Wrap-Up With Customer

“I’ve got everything I need — measurements, electrical, and the routing all check out. We’ll put together your options and get you a written estimate shortly. Nothing happens until you approve it, and there’s no pressure either way.”

Tell them when to expect the estimate.

Confirm best phone/email for sending it.

Tap "Text Survey to Josh" at the top — the estimate gets built from this card.

Anything else Josh should know