Welcome to our Contractor Enrollment Questionnaire!
We're excited to start our journey together. Upon submission of this form, you will be forwarded to a sign a mutual non-disclosure agreement (NDA).
To start, please give us your contact information.
First Name
Last Name
Job Title
Email
Phone Number
Who typically signs important contracts on behalf of the business?
If someone else does, please enter their information below.
I do!
Someone else does
Signer's First Name
Signer's Last Name
Signer's Title
Signer's Email
Next, we'll need some company information.
Company Legal Name
Please enter any company DBA names (separated by commas)
In business since (Year)
What is your BBB rating?
A+
A
A-
B+
B
B-
C+ or Below
Not Rated
Have you ever had any for bankruptcy, foreclosure, or tax liens filed against you or the company?
No
Yes
# of Comfort Advisors?
# of Selling Techs?
What is your total annual sales volume?
What percent of your total annual sales is residential?
What percent of your total residential sales are from retail?
What retailers do you sell in or partner with?
Costco
The Home Depot
Lowe's
BJ's Wholesale
Other
Which of the following services do you offer?
❄️
HVAC
🚿
Plumbing
💡
Electrical
Annual HVAC Residential Install Volume ($)
HVAC Average Ticket Size ($)
Annual Water Heater Residential Install Volume ($)
Annual Generator Residential Install Volume ($)
Do you offer financing?
Yes
No
What percent of replacement sales are financed?
How many active maintenance agreements do you have?
What percent of residential sales include an extended labor warranty?
Annual Residential Install Volume
Hidden Field
Annual RETAIL Residential Install Volume
Hidden Field
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