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Rooftop quote: two questions.

A fixed fictional example. Edit it in the planner; nothing is sent.

Service planner

Start with what you know

What does your quote include?

One question at a time. Skip anything you are not sure about. Your answers build the service note below. Nothing is sent.

  1. 1Pick what you need.
  2. 2Answer what you can. Not sure is always fine.
  3. 3Take the note to a request, or to your contractor.

Question 3 of 6

Is your system cooling right now?

If it has stopped, the note points you to the phone.

On your noteCooling is working.Cooling has stopped. This goes to the phone route.Not sure yet.Cooling is working.

What have you noticed?

Pick the closest match. You can describe it in your own words later.

On your noteNot sure yet. That is fine.Not sure.No cooling.Some rooms feel warmer.An unfamiliar sound.Starts and stops often.Water near equipment.Routine care; no issue noticed.Smoke, gas smell, CO alarm or immediate danger.Not sure yet. That is fine.

How many systems does the home have?

Counting the outdoor units you can see from the yard is usually enough. Not sure is fine.

On your noteOne system.Two systems.Three or more systems.Not sure yet.One system.

What kind of equipment is it?

On your noteNot sure yet. The visit confirms it.Split AC, furnace kept.Split heat pump.AC and furnace together.Packaged heat pump.Packaged gas/electric.Ductless mini-split.Not sure.Packaged heat pump.

Where is the equipment?

Look from the yard or a hallway. Please do not climb, open covers or go into the attic to check.

Outdoor unit
Indoor unit

On your noteOutdoor: on the ground. Indoor: in the attic.Outdoor: on the ground. Indoor: in a closet.Outdoor: on the ground. Indoor: none, it is a packaged unit.Outdoor: on the ground. Indoor: not sure.Outdoor: on the roof. Indoor: in the attic.Outdoor: on the roof. Indoor: in a closet.Outdoor: on the roof. Indoor: none, it is a packaged unit.Outdoor: on the roof. Indoor: not sure.Outdoor: not sure. Indoor: in the attic.Outdoor: not sure. Indoor: in a closet.Outdoor: not sure. Indoor: none, it is a packaged unit.Outdoor: not sure. Indoor: not sure.Outdoor: on the roof. Indoor: none, it is a packaged unit.

A little about the home

Optional context for the visit. These never set a price or a system size.

On your note30 years or more · About 4,000 sq ft · label capacity not sureCheck this answer · Check this answer · 4.5 tons on the labelNot sure yet · Not sure yet · label capacity not sureAbout 12 years · Not sure yet · label capacity not sure

Equipment and sizing

Mark what your written quote says. A stated exclusion counts as stated.

Matched equipment
Load calculation
Efficiency
Duct scope

On your note12 questions to take back so far.2 questions to take back so far.

Work and access

Not applicable, explained in the quote, also counts as stated.

Electrical scope
Access and lifting
Permit responsibility
Commissioning

On your note12 questions to take back so far.2 questions to take back so far.

Money and terms

The count is a list of follow-up questions, never a score for the quote.

Tax treatment
Warranty
Payment terms
Exclusions

On your note12 questions to take back so far.2 questions to take back so far.

Would you like Seasonal Care information?
  • $219 a year for the first system, $159 for a second at the same home. Fictional demo prices.
  • Two visits a year per system, written notes and reminders.
  • Asking for information does not enroll you, verify membership or change today’s fee.
  • You renew yourself. Nothing renews automatically.

On your noteSeasonal Care information requested. No enrollment.No plan information added.No plan information added.

See your noteSee what to do

Rillstead Heating & Cooling

Draft service note. Not sent.

Diagnostic visit requestReplacement assessment requestQuote scope checkMaintenance visit requestLeave the danger areaCall firstOne answer needs checkingQuote scope check

Synthetic example loaded. Edit any answer to make it yours.

Cooling
Not sure yetRunningStoppedRunning
Noticed
Not sure yetNot sureNo coolingSome rooms feel warmerAn unfamiliar soundStarts and stops oftenWater near equipmentRoutine care; no issue noticedSmoke, gas smell, CO alarm or immediate dangerNot sure yet
Systems
Not sure yetOne systemTwo systemsThree or moreNot sureOne system
Equipment
Not sure yetSplit AC, furnace keptSplit heat pumpAC and furnace togetherPackaged heat pumpPackaged gas/electricDuctless mini-splitNot surePackaged heat pump
Where
Outdoor unit on the ground; indoor in the atticOutdoor unit on the ground; indoor in a closetOutdoor unit on the ground; no indoor unitOutdoor unit on the ground; indoor not sureOutdoor unit on the roof; indoor in the atticOutdoor unit on the roof; indoor in a closetOutdoor unit on the roof; no indoor unitOutdoor unit on the roof; indoor not sureOutdoor unit not sure; indoor in the atticOutdoor unit not sure; indoor in a closetOutdoor unit not sure; no indoor unitOutdoor unit not sure; indoor not sureOutdoor unit on the roof; no indoor unit
Age
Not sure yetCheck this answerNot sure yet. We can confirm the age from the equipment record.Under a yearUnder a year. Tell us about any existing warranty or service record.Under a year. Ask about condition, service history and available repair options.About 29 yearsAbout 29 years. Tell us about any existing warranty or service record.About 29 years. Ask about condition, service history and available repair options.30 years or more30 years or more. Tell us about any existing warranty or service record.30 years or more. Ask about condition, service history and available repair options.About 12 years. Ask about condition, service history and available repair options.
Home size
Not sure yetCheck this answerAbout 4,000 sq ftNot sure yet
Label capacity
Not sure yet4.5 tons, from the labelNot sure yet

Age, home size and label capacity are context for the visit. They never set a price or a system size.

Visit fee

$99

For one system. Fictional demo price.

Visit fee

To confirm

Confirm the visit scope and fee for these systems.

Up to $99 of the fee you paid is credited toward an approved repair on the same system within 30 days. It never exceeds the repair price, is not a cash refund, and does not apply when the fee was waived. The office confirms eligibility.

The visit covers

  • Checks on the system and the problem you describe
  • Written findings in plain words
  • A written price for any repair
  • No work without your approval

Before the visit

  • Keep a note of what changed and when
  • Clear a path to indoor equipment if that is safe
  • Do not climb, open covers or reset outdoor equipment
  • If cooling stops, call instead of waiting

How the visit runs

  1. The office confirms the area, the fee and a visit window.
  2. A technician checks the system and what you noticed.
  3. You get written findings and a written price for any repair.
  4. You decide. Nothing is fixed without your approval.

Seasonal Care members

Verified members pay no diagnostic fee and get 10% off repair labor, up to $100 a job. Asking about the plan does not change today’s fee.

Maintenance visit

$139

For one system. Fictional demo price.

Maintenance visit

To confirm

Confirm the visit scope and fee for these systems.

One standalone visit for one system: operating checks, a visual inspection of what can be reached safely, and written notes.

Included

  • Operating checks
  • Visual inspection of accessible parts
  • Written condition notes
  • A plain explanation of anything we find

Not included

  • Parts and refrigerant
  • Filters we supply
  • Repairs, which are priced separately
  • Equipment replacement

When to book

  1. March to April: cooling checks before the long heat. The office confirms every window.
  2. November: heating checks before the first cold nights.
  3. May to October: repair season. Planned visits may wait when repair demand is high.

Two visits a year?

Seasonal Care is $219 a year for the first system and includes both visits. Fictional demo price, no automatic renewal.

Assessment

$0

Fictional demo price. No repair diagnosis included.

Illustrative replacement budgets, not a quote

Matched outdoor AC and indoor coil; no furnace replacementMatched outdoor heat pump and indoor air handlerMatched outdoor AC, indoor coil and furnace replacementPackaged heat pump with heating and cooling in one outdoor unitPackaged gas/electric unit with heating and cooling in one outdoor unitPackaged heat pump with heating and cooling in one outdoor unit

Illustrative budgets by system type
System typeBudget example
Single-stageOne operating output when runningQuoted onsiteQuoted after an onsite visit.
Two-stageTwo operating outputs where supported by the matched systemQuoted onsiteQuoted after an onsite visit.
Variable-speedOutput can vary across a rangeQuoted onsiteQuoted after an onsite visit.

One system in the stated equipment scope. Age, home size and optional label tonnage do not set capacity or change these budgets. An onsite assessment and written scope confirm the work, exclusions, tax and total.

Tax is not calculated. Confirm treatment and any separately applicable tax in the written quote.

Rooftop unit: Rooftop base equipment and ordinary installation budget only, not a full installed total. Crane, permits and any other listed exclusions are separate.

Assessment

$0

Fictional demo price. No repair diagnosis included.

Budget examples

This setup needs an onsite assessment before we show a budget.Confirm the equipment and indoor/outdoor locations before comparing budgets.This setup needs an onsite assessment before we show a budget.

Budget examples appear for one supported system with known equipment and locations. Two or more systems, ductless setups and mixed answers need someone to look in person.

The assessment checks

  • The cooling load, measured in the home
  • Ducts and electrical capacity
  • Roof, attic and access needs
  • Permit requirements

You get

  • Written options with the same scope list
  • Exclusions spelled out
  • Tax shown in the written quote
  • Time to decide, with no sales commission

Desk review

$0

Fictional demo price. It does not diagnose equipment or judge the price.

2 questions to take back

Ask for the missing or unclear scope in writing.Scope recorded; an onsite review is still neededAsk for the missing or unclear scope in writing.

  1. Matched equipmentStatedWhich outdoor and indoor model numbers, included components and AHRI matched-system reference are stated?
  2. Load calculationStatedWhat load calculation supports the selected capacity, and is a Manual J included?
  3. EfficiencyStatedWhich matched-system SEER2, EER2 and applicable heating-efficiency ratings are stated?
  4. Duct scopeStatedWhat duct inspection, repair, sealing or reconstruction is included or excluded?
  5. Electrical scopeStatedWhat circuit, disconnect, wiring or electrical upgrades are included or excluded?
  6. Access and liftingNot statedWho handles roof access, lifting or crane work, and what does it cost?
  7. Permit responsibilityNot statedWho checks permit requirements, obtains any required permit and arranges inspection?
  8. Tax treatmentStatedWhat tax treatment applies, and where is any separately applicable tax shown?
  9. CommissioningStatedWhat startup measurements, airflow checks and written commissioning records are included?
  10. WarrantyStatedWhat parts and labor warranties, registration steps and exclusions apply?
  11. Payment termsStatedWhat deposit, payment milestones and final-payment conditions are stated?
  12. ExclusionsStatedWhat is excluded, and how will changes or additional work be approved and priced?

Stop here and call.

Call a local HVAC provider about current availability. Stay clear of wet electrical equipment. This fictional business cannot dispatch anyone.

While you wait

  • Move to a cooler room, or an air-conditioned place if you can.
  • Confusion, slurred speech or fainting in the heat: call 911.
  • Stay clear of wet electrical equipment.

Rillstead phone cover (demo hours)

May to October, daily, 7 AM to 9 PM, Phoenix time. In this demo, (602) 555-0142 is a fictional number and no call connects.

Chose this by mistake? Change the cooling answer, or reset the planner.

Get to safety first.

Leave the danger area and contact emergency services from a safe place. Do not wait for this demo.

  • Smoke, a gas smell or a carbon monoxide alarm: leave the danger area first.
  • Call 911 from a safe place.
  • Do not go back in to check the equipment.

When everyone is safe, call us

(602) 555-0142

Call once emergency services, or the gas utility for a gas smell, say the home is safe. A fictional number: this demo connects no calls. Demo phone cover runs May to October, daily, 7 AM to 9 PM, Phoenix time.

What happens next

  1. Emergency services, or the gas utility, make the home safe.
  2. Leave the system switched off until they say it can run.
  3. Call the office. Say what happened and who cleared the home. The office confirms the area and a visit window.
  4. A technician checks the equipment before it runs again, and you get written findings.

Have ready when you call

  • The address and the nearest cross street
  • What you noticed, and when it started
  • Whether emergency services or the gas utility came out
  • Where the equipment is, if you know: roof, ground, attic or closet

Fees, budgets and plan details stay hidden on this route. Chose this by mistake? Change the answer, or reset the planner.

Check one answer.

Fees and budgets stay hidden until the highlighted answer is fixed or switched back to Not sure.

    Cooling stopped, or rather talk it through?

    (602) 555-0142

    Call instead of fixing the form. A fictional number: this demo connects no calls. Demo phone cover runs May to October, daily, 7 AM to 9 PM, Phoenix time.

    What happens next

    1. Fix the highlighted answer, or switch it back to Not sure.
    2. The note fills in with the visit fee, the budget examples or the quote questions for your answers.
    3. Use these details carries your answers into the request form, so nothing is typed twice.
    4. The office replies by email or phone to confirm the fee and a visit window. Nothing is booked until you agree.

    Have ready when you call

    • The address and the nearest cross street
    • What the system is doing right now
    • Where the equipment is, if you know: roof, ground, attic or closet
    • Any written quote you already have

    What the planner accepts

    • System age: 0 to 30 years
    • Home size: 600 to 4,000 sq ft
    • Label capacity: 1.5 to 5 tons

    Outside those, or unsure? Choose Not sure. The visit confirms it in person.

    No plan information added.Confirm the number of systems to price Seasonal Care.Not shown while the planner points you to the phone.Not shown until the answer is fixed.Seasonal Care: $219 a year for one system, information only. Asking does not enroll you or change today’s fee.Seasonal Care: $378 a year for two systems, information only. Asking does not enroll you or change today’s fee.No plan information added.

    Next stepContact emergency services from a safe place. Do not wait for this demo.Call an operating local HVAC provider about current availability.Fix the answer above, or switch it back to Not sure.Agree the visit fee and a window with the office.Choose a visit window. The office confirms it.Ask your contractor these questions in writing.Request the free assessment to confirm the work and the total.Request the free assessment. It confirms the setup first.Ask your contractor these questions in writing.Ask for an onsite review before you sign.Ask your contractor these questions in writing.

    Fees and budgets are fictional demo assumptions, reviewed October 12, 2026. Not a quote. Planner data version 2.

    Use these details

    Takes this note to the request form. Nothing is sent.

    Prefer to talk it through?

    Your own AI assistant can walk through these questions with you. Bring what it prepares to the request form.

    Ready when you are.

    Send a request with what you noticed. The office replies to confirm the area, the fee and a window.