Complaints Procedure
HVAC · Customer complaints procedureThis procedure is a template you must adapt to your own business, your state and your own legal advice. The response times in it are commitments we set ourselves, not legal deadlines. The licensing-board filing windows shown are only those verified against the board’s own rule or statute text (California, Texas, Arizona, Oregon); for every other state this document tells the customer to check their board rather than guessing a deadline. No statute of limitations or statute of repose is stated here — those are different clocks in different statutes and vary by state and claim type. Publishing this document is not evidence of compliance with any law.
Stages
4
Total target
26 bus. days
Board window
check your board
1Your company & how a customer reaches youName a second contact for the case where the complaint is about the person who normally answers the phone. A procedure that routes every complaint through the one person it might be about is not a procedure.Whose procedure this is, and the route in.
Company
Phone
License #optional
Document #
Version
Effective date
Procedure owner
Complaints phone
Complaints email
Postal address for complaints
Hours that route is staffed
If the complaint is about the person who answersIf a customer's complaint is about the office manager, they need a name that is not the office manager. This line is what makes the route usable in the case it exists for.
Our commitment to youThe paragraph the customer reads first. Say that complaining is free and will not affect their service — the two fears that stop people telling you about a problem while it is still small.
2What you commit to, and by when26 days totalThese are commitments you set yourself, not legal deadlines — no federal or state rule tells a contractor how fast to answer a complaint, and this document says so in as many words wherever the targets print. Pick numbers you can hit on a bad week: a published target you miss is worse than a longer one you keep. Acknowledgement is the one worth being aggressive about, because it is the only stage a customer can verify instantly.Your response targets in business days, set per stage below.
1. Acknowledge
business days2. Investigate
business days3. Resolve
business days4. Internal appeal
business days3How a complaint moves through your businessSay what each stage actually involves. “We are looking into it” tells a customer nothing and buys you no patience; “we pull the job file, photos and technician notes and re-inspect if we need to see it” tells them what is happening and buys you the days you need. The appeal rung only counts if the reviewer was not involved the first time.Intake, investigation, resolution, internal appeal.4 stages
1. AcknowledgeThe acknowledgement is the only stage a customer can verify instantly, so a short target here does more for trust than a short target anywhere else. One business day is a common choice, not a legal deadline.1 business day
Stage name
Handled by (role)
Target
What happens at this stage
2. InvestigateSay what investigating actually involves. A customer who knows you are pulling the job file and re-inspecting the work waits more patiently than one told "we are looking into it".5 business days
Stage name
Handled by (role)
Target
What happens at this stage
3. ResolveA resolution the customer disagrees with is still a resolution — what matters is that it is written down, dated and reasoned. "We disagree, and here is why" beats silence.10 business days
Stage name
Handled by (role)
Target
What happens at this stage
4. Internal appealA review by someone who already decided the case is not an appeal. Naming a different reviewer is what makes this rung real — and it is also the point at which the customer should be told about the external routes below.10 business days
Stage name
Handled by (role)
Target
What happens at this stage
4If the customer is still not satisfiedA licensing board sets its own deadline for filing a complaint and there is no national number — some states run the clock from completion of the work, others from the act or omission, others from occupancy. Windows print only for the states verified against the board's own rule or statute: California (Cal. Bus. & Prof. Code § 7091), Texas (16 Tex. Admin. Code § 60.201), Arizona (A.R.S. § 32-1162) and Oregon (ORS 701.143, via the CCB consumer page). Every other state prints “check your state contractor licensing board” rather than a guessed number. Note also that a board window is a different clock from a statute of limitations or a statute of repose on a civil defect claim — this document says so and prints no limitations period for any state.The routes outside your business — and your state board's own filing window.state not set
State the work was in
Pick a state. Only California, Texas, Arizona and Oregon carry a verified filing window; every other state prints an instruction to check the board instead of a number.
This prints on every export
- State licensing board — Your state licensing board sets its own deadline for filing a complaint, and it varies a great deal from state to state — some run from completion of the work, others from when you discovered the problem. There is no national deadline. Check your state contractor licensing board for the window that applies before you rely on it.
- State attorney general — the consumer protection division takes consumer complaints about contractors and can act on patterns of conduct.
- Small claims court — for a money dispute inside your state’s small-claims limit, filed without a lawyer.
- A licensing board complaint is not the same thing as a lawsuit. The deadline above is the board’s filing window. A civil claim for a construction defect runs on a different clock — a statute of limitations, and in many states also a statute of repose that cuts off claims a fixed number of years after substantial completion no matter when the defect appeared. Those periods are set by other statutes, they differ by state and by the type of claim, and this procedure does not state them. If a deadline could matter to you, ask a lawyer in your state rather than reading one off this page.
Extra escalation wordingoptionalAnything specific to your business or state — a warranty administrator, a trade association dispute scheme, a bond claim route. It is appended to the block above.
5Records, stop-contact & reviewsAll three lines print on every export.How long you keep the file, and two things the procedure promises not to do.
Keep complaint records forCalifornia licensees must make and keep records of all contracts, documents, records, receipts and disbursements and have them available for inspection by the CSLB registrar for a minimum of five years after the project is completed (Cal. Bus. & Prof. Code § 7111). Your own state may set a different period — check it. Keeping the complaint file for at least as long as the underlying job record costs nothing and is the only evidence you responded.
Stop-contact commitmentSource: 47 CFR § 64.1200(a)(10) — consent may be revoked by any reasonable means and a revocation must be honoured within a reasonable time not to exceed ten business days from receipt. An open complaint does not suspend that. You cannot designate one exclusive opt-out method. This is the same rule the dispatcher call-script template applies to inbound calls.
If you ask us to stop calling or texting you, we stop. That request stands even while your complaint is open — we will switch to the contact method you choose, or to writing only. Under federal law a request to stop must be honoured within a reasonable time and no later than 10 business days after we receive it, and you may make it by any reasonable means, including replying STOP to a text.
Reviews commitmentThe Consumer Review Fairness Act (15 U.S.C. § 45b) makes a form-contract provision void from inception if it restricts a customer from reviewing your work, penalises them for doing so, or hands you the rights in their review — and offering such a contract is itself unlawful. The FTC and state AGs can enforce it whether or not you ever act on the threat. Trading a refund for review removal is the exact pattern contractor complaint procedures get wrong, so this procedure states the opposite out loud. See the FTC business guidance: https://www.ftc.gov/business-guidance/resources/consumer-review-fairness-act-what-businesses-need-know
We will never make a refund, a repair or any other resolution conditional on you removing, changing or not writing a review. Your resolution does not depend on what you say about us in public.
6Complaint logDeadlines count business days from the received date, skipping Saturdays and Sundays, with each stage starting where the previous one ended. Public holidays are not deducted. Leave the received date blank and no deadline is shown at all — the builder will not date a deadline from an empty field.Optional. Enter a received date and the stage deadlines date themselves.0 logged
7Approve & publishA complaints procedure nobody has seen is not a complaints procedure. Put it on your website, in your job folder and in the hands of whoever answers the phone.Who owns this procedure, and the version customers are reading.
Approved by
Title
Signature
Owner