Installation estimate

A heating, cooling or similar installation form for your website and the table its responses land in. It asks for the address, the kind of installation, the current system, details, a preferred date and optional photos. Each response becomes one request you follow 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. Add it from the Sites editor's Forms panel or the sidebar's Add; it creates a new Installation estimates table, or writes into one you already have when that table holds the same fields.

Use something else when

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

What it adds or changes

Form and responses together · publish your site separately

It brings these with it:

Settings

Setting What it does Default
Form name The form's title as visitors see it; every other line of wording is reworded later from the form's settings. Request an installation estimate
Response workspace Where responses are kept: a new Installation estimates table, or an existing table of this business that holds the form's fields.

How it works

It runs its own built-in automation, called Installation estimate. 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. No visitor gets an automatic reply. Staff notices come from the table's own automation, which starts paused until recipients are set.