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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.

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샘플 질문

템플릿에 포함된 내용을 미리 확인해 보세요. 모든 질문은 설문 공개 전에 자유롭게 수정할 수 있습니다.

질문 12개 · 약 7분
Q01
메시지

Thanks for scheduling your upcoming installation with us! Your responses are completely confidential and anonymized. Before our technician arrives, we'd like to understand your site and expectations so the visit goes smoothly. This takes about 7 minutes.

Q02
객관식필수

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
객관식필수

Which best describes the property where the installation will take place?

  • House I own
  • House I rent
  • Apartment or condo
  • Commercial building
  • Other
Q04
객관식필수

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
의견 척도필수

How confident are you that everything will be ready for the technician on the scheduled day?

척도: 1 – 7
최소:Not at all confident최대:Extremely confident
Q06
객관식

Is there parking or vehicle access available at the property for the technician?

  • Yes, plenty of space
  • Yes, but limited
  • No
  • Not sure
Q07
장문형

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
평점 척도필수

How clear were the instructions we sent you about preparing for this appointment?

범위: 1 – 5
최소:Not clear at all최대:Extremely clear
Q09
객관식

How would you prefer to be contacted if the technician is running early or late?

  • Text message
  • Phone call
  • Email
  • No preference
Q10
AI 인터뷰

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
객관식

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
메시지

Thanks for helping us prepare! Your answers are shared directly with the install team so they arrive ready for your site's conditions.

포함된 기능

  • AI 후속 질문

    정형화된 설문이 놓치는 세부 내용을, 주관식 답변에 맞춰 AI가 심층 질문으로 끌어냅니다.

  • 주의력 확인 장치

    성의 없는 답변과 저품질 응답자를 걸러내는 내장 안전장치입니다.

  • AI가 작성한 문안

    문구, 질문 순서, 분기 로직까지 AI가 연구 목표에 맞춰 작성합니다.

  • 자동 리포트

    응답이 모이면 주요 주제, 인용문, 이해하기 쉬운 요약이 자동으로 작성됩니다.

다른 서비스와 비교

다른 설문 도구의 가장 유사한 템플릿을 검토했습니다. 그 도구들이 잘하는 점과, 이 템플릿이 한발 더 나아가는 지점을 정리했습니다.

이 템플릿을 선택하는 이유

  • 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 Template

This 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.

잘하는 점

  • 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

아쉬운 점

  • 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

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