HVAC Customer Satisfaction Survey Template

Build and download a free HVAC customer satisfaction survey. Capture 1–5 service ratings, Net Promoter Score, on-time arrival, trade-specific comfort feedback, and PDF, Excel, or Word export.

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HVAC customer satisfaction survey

Capture post-service ratings, NPS, and comments — expand only the sections you need.

Customer Survey

HVAC · Post-Service Feedback

Survey #

CSAT-2026-001

Survey date

2026-07-29

Service date

2026-07-29

Avg satisfaction

—

Survey #

Survey date

Service date

Work order ref

Technician

Service type

Contractor

Phone

Email

License #

Customer

Phone

Service ratings0/8 rated

1 = Very dissatisfied · 5 = Very satisfied

Overall satisfaction

Ease of scheduling

Technician professionalism

Communication & explanation of work

Quality of workmanship

Price transparency & value

Cleanliness & care of work area

Comfort & system performance after service

Net Promoter ScoreNot rated yet

How likely are you to recommend us to a friend or colleague?

0 = Not at all likely · 10 = Extremely likely

Arrival & experienceOn-time arrival

Did the technician arrive on time?

Open-ended feedbackOptional open-ended feedback

What did we do well?

How can we improve?

Anything else to share?

Technician signature

2026-07-29

Customer signature

2026-07-29

Customize:

What's included

  • Survey number, survey date, service date, and optional work order reference
  • Technician name and service type
  • Company name and contact — customer name and service location
  • Seven core ratings — overall, scheduling, professionalism, communication, workmanship, price transparency, cleanliness
  • HVAC-specific comfort & system performance rating
  • Net Promoter Score question (0–10) with promoter/passive/detractor classification
  • On-time arrival yes/no
  • Open-ended — strengths, improvements, and additional comments
  • Auto-calculated average satisfaction and % satisfied (4–5 ratings)
  • Optional logo and customer signature
  • Export to PDF, Excel (.xlsx), or Word (.docx)

How to use this template

  1. 1

    Add survey and job context

    Enter survey number, survey date, service date, technician name, and optional work order reference so responses tie back to the visit.

  2. 2

    Record company and customer details

    Add your business name and the customer’s service location. Keep it minimal — this form focuses on feedback, not billing.

  3. 3

    Capture ratings and NPS

    Rate each service attribute on a 1–5 scale, answer the 0–10 recommendation question, and note on-time arrival. HVAC-specific and core averages update automatically.

  4. 4

    Download and act on feedback

    Add optional comments and customer signature, then export as PDF, Excel, or Word (.docx). Email the PDF after the visit or import Excel into your QA dashboard.

Why HVAC shops track customer satisfaction after every visit

Google reviews tell part of the story — ongoing satisfaction surveys show whether your team delivers a consistently great experience, not just occasional wins.

HVAC customers care about comfort after the truck leaves. Rating system performance alongside technician professionalism helps you spot coaching opportunities and technicians who earn referrals.

Use this free HVAC customer satisfaction survey to standardize post-service feedback. Pair it with CloseCrew to answer every call while your quality metrics stay measurable.

Related templates

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Customer Satisfaction Survey Template FAQs

Is this HVAC customer satisfaction survey free?

Yes. This hvac survey builder is free with unlimited PDF, Excel, and Word downloads. No subscription required.

Include overall satisfaction, likelihood to recommend (NPS), ratings on scheduling, technician professionalism, communication, workmanship, price transparency, site cleanliness, on-time arrival, comfort/system performance after service, and at least one open-ended question for actionable feedback. Keep it under 10 questions for higher completion rates.

The standard “How likely are you to recommend us?” question on a 0–10 scale. Scores of 9–10 are promoters, 7–8 are passive, and 0–6 are detractors. The export shows the customer’s score and category for each response.

Export as PDF to email after the visit, Excel to track CSAT trends across your fleet, or Word (.docx) to customize for your shop.

Industry best practice is 5–10 questions mixing rating scales with one or two open-ended fields. This template stays within that range so customers complete it quickly after the visit.

Happy customers refer. CloseCrew helps you earn them.

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