Comfort Club enrolmentAgreement
Signs a homeowner up at the door, in their language, with the renewal terms on the page.
Version 2 · Dale Bishop, Jul 2, 2026
Field types
- Short text
- Long text
- Fixed wording
- Number
- Money
- Measurement
- Date
- Pick one
- Pick several
- Yes or no
- Photo
- File
- Signature
- Pricebook item
- Calculated
Drag a type into a section. Every field you add is a question somebody answers on a phone, often in somebody else's driveway.
The plan
Plan*Customer sees
required · 3 choices
Billing*Customer sees
required · 2 choices
Starts on*Customer seesAuto
required · fills from today
Drop a field here
Equipment coveredRepeats
Make and modelCustomer seesAuto
fills from equipment.make
Serial numberCustomer seesAuto
fills from equipment.serial
Photo of the nameplateCustomer sees
1 to 2 photos
Drop a field here
Terms
This membership renews automatically. You can cancel any time with 30 days' notice, and unused visits do not roll over.Customer sees
Signature*Customer sees
required
Note for the officeInternal
Drop a field here
Add a section
What this costs to fill in
- Fields
- 9
- Required
- 4
- Fill themselves
- 3
- Photos asked for
- 1
- A person answers
- 6
Anything already on the record fills itself and is shown read-only. A template that asks a technician to type the customer's name is a template that will be filled in wrongly.
Where it is offered
- Location
- All locations
- Trade
- HVAC, Plumbing, Electrical
- Used, 30 days
- 24
Filled with no signal
The whole template, including its photo fields, works in an attic with no bars. Answers and images queue on the phone and sync when the van reconnects.