Q01
メッセージ
すべてのテンプレートIndustry-Specific
Pre-Installation Site Readiness & Expectations Survey
Checks whether a customer's site, access, and expectations are ready ahead of a scheduled installation appointment — for home services, telecom, solar, HVAC, security, or appliance install teams. An AI follow-up interview digs into the specific site obstacles and past-install worries behind a customer's readiness rating so crews can plan around them instead of discovering them on-site.
設問の例
テンプレートの内容をプレビューできます。すべての設問は公開前に自由に編集できます。
全12問・約7分
Q02
選択式必須
What type of installation do you have scheduled? (Template note: replace this list with your own service types before launching.)
- Internet or cable equipment (Replace with your own service)
- Solar panel system (Replace with your own service)
- HVAC system (Replace with your own service)
- Home security system (Replace with your own service)
- Major appliance (Replace with your own service)
- Other
Q03
選択式必須
Which best describes the property where the installation will take place?
- House I own
- House I rent
- Apartment or condo
- Commercial building
- Other
Q04
選択式必須
Which of the following will already be true before the technician arrives?
- Clear access path to the install area
- Power outlet available near the install location
- Pets secured away from the work area
- Furniture or items moved out of the way
Q05
オピニオンスケール必須
How confident are you that everything will be ready for the technician on the scheduled day?
スケール: 1 – 7
最小:Not at all confident最大:Extremely confident
Q06
選択式
Is there parking or vehicle access available at the property for the technician?
- Yes, plenty of space
- Yes, but limited
- No
- Not sure
Q07
自由回答（長文）
Are there any site conditions the technician should know about in advance (for example: stairs, narrow doorways, shared walls, or issues from a past installation)?
Q08
評価スケール必須
How clear were the instructions we sent you about preparing for this appointment?
範囲: 1 – 5
最小:Not clear at all最大:Extremely clear
Q09
選択式
How would you prefer to be contacted if the technician is running early or late?
- Text message
- Phone call
- No preference
Q10
AIインタビュー
Probe the reasoning behind the respondent's readiness confidence score: ask what specifically makes them feel ready or unready, and surface any concrete site obstacle (access, power, pets, layout, prior install problems) they haven't already listed. If they mention a past bad installation experience, ask what went wrong and what would prevent it from happening again this time.
Q11
選択式
How long have you lived or worked at this property? (Optional — helps us understand site familiarity.)
- Less than 6 months
- 6 months to 2 years
- 2 to 5 years
- More than 5 years
- Prefer not to say
Q12
メッセージ
Thanks for helping us prepare! Your answers are shared directly with the install team so they arrive ready for your site's conditions.
含まれる機能
AIによる深掘り
自由回答に合わせてAIが追加で質問し、固定のフォームでは拾えない具体的な内容を引き出します。
注意確認設問
急いだ回答や質の低い回答者を除外する仕組みを標準で備えています。
AIが作成する設問文
文言、設問の順序、条件分岐をAIが調査の目的に合わせて作成します。
自動レポート
回答が集まると、テーマ、引用、わかりやすい要約が自動で作成されます。
他ツールとの比較
ほかのアンケートツールで最も近いテンプレートを調べました。それぞれの優れている点と、このテンプレートがさらに踏み込んでいる点をまとめています。
このテンプレートを選ぶ理由
- Goes beyond a static checklist by including an AI follow-up interview that probes the reasoning behind a customer's readiness confidence score, surfacing specific site obstacles crews would otherwise find on arrival
- Combines structured screening questions (installation type, property type, parking/access, pre-arrival conditions) with an open-ended long-text question and a follow-up interview to capture obstacles in the customer's own words
- Includes a rating question on the clarity of prep instructions and a preferred-contact question for delay/early-arrival scenarios, so operational logistics are covered alongside readiness
- Auto-generates a report from responses (including the AI interview) that can be shared directly with the install team, rather than leaving data as raw form submissions to manually review
Jotform
Pre-Installation Survey Form TemplateThis is a fielding-ready static form template covering pre-installation site details, built on Jotform's drag-and-drop form builder. It's a fixed question set with no adaptive follow-up logic, relying on whatever fields the customer fills in as-is. Good for quick deployment and integration with Jotform's broader form ecosystem, but not designed to dig deeper into ambiguous or concerning answers.
優れている点
- Quick to deploy and customize using Jotform's established drag-and-drop builder
- Likely integrates with Jotform's wider suite (payment, e-signature, notifications) for install-related workflows
- Free-tier availability typical of Jotform templates lowers the barrier to trying it
物足りない点
- Static question set with no adaptive AI follow-up to probe why a customer rated their readiness low or flagged a concern
- No voice AI interview or guided screen-share task option for verifying site conditions remotely
- No mention of automated per-response quality scoring or auto-generated reports for install crews
よくあるご質問
「Pre-Installation Site Readiness & Expectations Survey」テンプレートにはどのような設問が含まれていますか？
すぐに使える設問が12問含まれており、最初の設問は次のとおりです：「Thanks for scheduling your upcoming installation with us! Your responses are completely confidential and anonymized. Bef…」・「What type of installation do you have scheduled? (Template note: replace this list with your own service types before la…」・「Which best describes the property where the installation will take place?」。すべての設問は上でプレビューでき、自由に編集できます。
このアンケートの回答にはどのくらい時間がかかりますか？
回答者は通常、12問を約7分で回答し終えます。
テンプレートは編集できますか？
はい。公開前であれば、すべての設問、選択肢、順序を編集できます。設問の追加や削除のほか、調査の目的に合わせた作り直しをAIエディターに依頼することもできます。
このテンプレートは無料で使えますか？
はい。エディターで開けば、すぐに編集を始められます。お試しにアカウントは不要で、無料プランでアンケートを公開できます。
公開の準備はできましたか？
このテンプレートをエディターで開いてみてください。最初の回答者が目にする前に、すべてを自由に変更できます。
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