---
title: Installation estimate
customers-call-it: addition
url: /docs/features/sites/presets/installation-estimate-form
---

# 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

- **Website**: Installation estimate form
- **App**: Installation estimates

Form and responses together · publish your site separately

It brings these with it:

- [Installation estimates](/docs/features/data/presets/installation-estimate-requests-table)

## 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.

## Related

- [Installation estimates](/docs/features/data/presets/installation-estimate-requests-table): Installation estimate requests, from first ask to won or lost