One line is fine. “Residential HVAC, 14 techs” is plenty.

How many people work there?

Whatever you actually use: QuickBooks, Jobber, Gmail, a spreadsheet, a whiteboard.

The one that costs the most hours. This decides the quote.

How often does it happen?
Who handles it today?

Software you bought, a hire, a spreadsheet that got out of hand. “Nothing yet” is a fine answer.

One project, or ongoing help?
When do you want it done?

Goes into the CRM and nowhere else. How it gets handled