---
title: Installation estimates
customers-call-it: feature
url: /docs/features/data/presets/installation-estimate-requests-table
---

# 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](/docs/features/sites/presets/installation-estimate-form) 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

- **Opens as**: Table only
- **Columns**: Name · Status · Email · Phone · Service address · What do you need? · Current system · Details · Preferred date · Photos

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.

## Related

- [Installation estimate](/docs/features/sites/presets/installation-estimate-form): An installation estimate request with the current system