Customer Snapshot - Refrigeration Heroes

MUST have

System Entry + Billing + Operational Execution. Required to deliver service and invoice correctly

1. Company & Location Info

COMPANY NAME

SERVICE ADDRESS

CITY

STATE

ZIP

INDUSTRY / VERTICAL

ADDITIONAL LOCATIONS?

RH ACCOUNT MANAGER

2. Primary & Secondary Service Contacts

NAME

TITLE

PHONE (LOCATION)

PHONE (MOBILE)

PREFERRED CONTACT METHOD

CHECK-IN PROCEDURE

VENDOR ONBOARDING PORTAL?

3. Billing Setup / Accounts Payable

NAME

TITLE

PHONE

COMPANY LEGAL NAME

BILLING ADDRESS (If Different)

PAYMENT TERMS

CC ON FILE

AR EXCEPTION

PO REQUIRED

APPROVAL LIMIT BEFORE PO NEEDED

PREFERRED INVOICE DELIVERY

Additional Locations (If Applicable)

LOCATION 2 - NAME / ADDRESS

LOCATION 2 - BILLING CONTACT

LOCATION 2 - PO REQUIRED

LOCATION 2 - APPROVAL LIMIT

LOCATION 2 - INVOICE DELIVERY

4. Service Scope (Initial Expectations)

EQUIPMENT COUNT - COLD SIDE

EQUIPMENT COUNT - HOT SIDE

5. Sales Handoff Context

HOW THEY BECAME A CUSTOMER

IMMEDIATE WORK PENDING

HANDOFF NOTES / CONTEXT

Need to have

Improves win rate, retention, and margin expansion. Supports targeted and ancillary sales growth

6. Facility Basics

OPERATING HOURS

HOURS WE CAN SERVICE

PEAK / CRITICAL HOURS

IS FACILITY TEMPERATURE CRITICAL

7. Safety & Site Requirements

PPE REQUIRED

TECH CHECK IN/OUT PROCEDURE

INSURANCE / COI NEEDED

COI NOTES / REQUIREMENTS

Want to have

Strategic intelligence – relationship building layer. Supports business development and ancillary sales growth.

8. Growth & Risk Signals

CURRENTLY UNDER MAINTENANCE AGREEMENT

ADDITIONAL UNSERVICED LOCATIONS

INTEREST IN PM PROGRAM

BUDGET CYCLE TIMING

ANYTHING URGENT WE SHOULD KNOW

9. After-Hours / Emergency Contact

NAME

TITLE

PHONE (LOCATION)

PHONE (MOBILE)

10. Service Authorization Basics

WHO CAN APPROVE WORK ON-SITE?

AFTER-HOURS SERVICE AUTHORIZATION

SITE ACCESS AFTER HOURS

GATE CODE / ENTRY INSTRUCTIONS

PARTS AUTO OVERNIGHT / EXPEDITED APPROVED

PARTS NOTES