Installation estimates

A table for heating, cooling or similar installation quote requests: contact details, the address, the kind of installation, the current system, details, a preferred date, photos and where each request stands. A form on your website fills it in, or you add requests yourself, and you move each one from new to quoted to won or lost.

Use it when

Use it when a business installs systems and wants enough about the current setup to arrange a site visit and estimate, without an online price. It is the response workspace the Installation estimate form writes to; add it on its own when you want the table first and will connect the form later.

Use something else when

Repairs and breakdowns are Service requests, which carries urgency and an emergency route. Maintenance visits are booked through Schedule.

How to add an estimate

  1. Open the Installation estimates table from your sidebar, or open My Business, then Advanced, then Data, and pick it.
  2. Press New estimate. If you renamed the table, the button may say something else.
  3. Under Name, type the customer's name, such as "Sam Patel".
  4. Fill in the Phone and Service address if you have them.
  5. Press Create estimate.

You see Estimate created.

What it adds or changes

Empty response workspace · notification automation starts paused

It adds a table with these columns:

Column Type Choices
Name text
Status single choice New, Quoted, Won, Lost
Email email
Phone text
Service address text
What do you need? single choice Replace an existing system, New installation, Add to an existing system, Not sure yet
Current system text
Details long text
Preferred date date
Photos images
Assigned to person

Settings

Setting What it does Default
Label The table's name, which also titles its one table view. Installation estimates

How it works

It runs its own built-in automation, called Installation estimates. Tell staff about a new response: read a new response, choose the staff destinations and email its full details. Empty recipient groups send nobody.

Example

Northwind Heating, a fictional HVAC company, adds the form. A visitor asks to replace a 20-year-old gas furnace and uploads a photo of the label; the request lands as new and the team marks it quoted after the site visit.

Limits

The form calculates nothing and never sizes equipment. Say an estimate is free only if you offer that. A preferred date is a wish, not a booking. Changing the status contacts nobody. The staff-notification automation starts paused.