Post-Project Customer Feedback Collection for HVAC

The Post-Project Customer Feedback Collection workflow supports HVAC contractors by creating a system to capture client experiences after installation. It covers distributing surveys, reviewing input on comfort, system performance, and communication, and documenting findings for team improvement. By standardizing this process, HVAC companies reduce warranty claims, strengthen credibility, and protect profitability. Clients benefit from knowing their opinions matter. Teams gain accountability by integrating feedback into operations. With this workflow in place, HVAC contractors can strengthen professionalism, improve efficiency, and deliver projects more reliably with customer-driven enhancements.

Confirm project is complete and client has signed final acceptance

Schedule a follow-up call or meeting within a few days of completion

Send a customer feedback survey (digital or paper)

Ask about communication, quality, timeliness, and overall satisfaction

Include space for comments, suggestions, or concerns

Offer option for a testimonial, review, or referral

Follow up with client if survey is not returned within a set timeframe

Review responses and share feedback with internal team

Address any negative feedback directly and professionally

Highlight positive feedback in marketing or team meetings

Store survey responses in project records

Add client to follow-up list for future check-ins or service reminders