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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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Sample questions

A preview of what’s in the template. Every question is editable before you launch.

12 questions · ~7 min
Q01
Message

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
Multiple ChoiceRequired

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
Multiple ChoiceRequired

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

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

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
Opinion ScaleRequired

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

Scale: 1 – 7
Min:Not at all confidentMax:Extremely confident
Q06
Multiple Choice

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

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

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
Rating ScaleRequired

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

Range: 1 – 5
Min:Not clear at allMax:Extremely clear
Q09
Multiple Choice

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

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

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
Multiple Choice

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
Message

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

What’s included

  • AI follow-ups

    Adaptive probes on open-ended answers that pull out detail a static form would miss.

  • Attention checks

    Built-in safeguards against rushed answers and low-quality respondents.

  • AI-drafted copy

    Wording, ordering, and branching written by the AI — tuned to your research goal.

  • Auto report

    Themes, quotes, and a plain-English summary write themselves once responses come in.

How it compares

We reviewed the closest templates from other survey tools. Here’s what they do well — and where this template goes further.

Why this template

  • 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.

What it does well

  • 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

Where it falls short

  • 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

Ready to launch?

Open this template in the editor. Every part is yours to change before the first respondent sees it.

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