1Overview#
For heating and air conditioning contractors. Customers say what they need (repair, replacement, new install or tune-up), which systems, how urgent it is, the symptoms for repairs, the fuel, the system's age and brand, the home's size, floor area and storeys, whether there is ductwork and how many zones, with photos of the outdoor unit, the indoor unit or furnace, and its label.
Heating and air conditioning: repair, replace, new install or tune-up, the systems, symptoms, age, home size, ducts and photos of the units.
2What your customers are asked#
The form has 2 steps plus photos, then sending. Everything below can be renamed, hidden or made optional in Settings → Form fields.
Tell Us About Your Heating & Cooling
| Question | Type | Options & notes |
|---|---|---|
| What do you need?Required | Pick one | Repair (not working right)Replace my systemNew installationService / tune-upAdvice on options |
| Which system?Required | Pick several | Air conditioningFurnaceHeat pumpDuctless mini-splitBoiler / radiatorsDuctworkThermostatAir quality (filters, humidifier) Hint shown: "Pick all that apply." |
| How urgent is it?Required | Pick one | No heatNo coolingWorking, but not wellPlanning ahead |
| What's happening?Optional | Pick several | Won't turn onBlowing warm air (cooling)Blowing cold air (heating)Weak airflow / some rooms not rightStrange noise or smellWater leak or ice on the unitKeeps turning on and offTrips the breakerHigh energy bills Hint shown: "Pick all that apply." |
| Heating fuelOptional | Pick one | Natural gasElectricOilPropane / LPGNot sure |
| How old is the current system?Optional | Pick one | Under 5 years5 to 10 years10 to 15 yearsOver 15 yearsNo system nowNot sure |
| Does the home have ductwork (vents in the rooms)?Optional | Pick one | YesNoNot sure |
| How many rooms or zones to heat or cool?Optional | Dropdown | 12345 or more Hint shown: "Each zone usually gets its own indoor unit." |
| Size of the homeRequired | Dropdown | 1 to 2 bedrooms3 bedrooms4 bedrooms5+ bedroomsBusiness premises |
| Floor area (if you know it)Optional | Size (typed or drawn) | M² or ft², typed; hint shown: "The heated and cooled floor area. A rough figure is fine, or tick "Not sure"." |
| Stories (floors)Optional | Pick one | 123+ |
| Property typeRequired | Pick one | HouseApartment / condoBusiness premises |
| Are you the owner?Optional | Pick one | OwnerLandlord / property managerTenantBusiness |
| Brand of the current system (if you know)Optional | Short answer | Hint shown: "Usually on the label of the outdoor unit or furnace." |
Photos of Your System
Photo tiles: Outdoor unit, Indoor unit or furnace, Label / data plate, plus extra photos. Tip shown to customers: Tip: the outdoor unit, the indoor unit or furnace, and its label (data plate), which shows the model and size.
Your Contact Information
| Question | Type | Options & notes |
|---|---|---|
| Full NameRequired | Short answer | |
| WhatsApp / PhoneRequired | Phone | Local numbers are turned into international format automatically |
| Email AddressOptional | ||
| Property AddressRequired | Address + map | |
| Preferred Visit DateOptional | Date picker | |
| Preferred TimeOptional | Pick one | Morning (9–12)Afternoon (12–4)Evening (4–8)Any time |
| Anything else we should know?Optional | Long answer |
Why these questions
- No heat or no cooling is flagged hot: those customers book with whoever answers first.
- Symptoms (won't turn on, warm air, leaks, tripping) point to the likely fault before the visit.
- System age over 10 to 15 years makes replacement worth offering.
- Home size, floor area and storeys size the new system; ductwork decides between ducted and ductless.
- The data plate photo gives the model, size and refrigerant.
3Set it up#
- In your dashboard, open Business details, choose HVAC as your industry and save. Your hvac form is ready straight away, with the settings below in Settings.
- Settings → Form fields: remove systems you don't work on (for example boilers or air quality).
- Settings → Prices & tax: add your diagnostic fee, tune-ups and common installs.
- Settings → Page texts: mention brands and certifications only if they're true for you.
Recommended theme: Midnight
A calm, modern look suits heating and cooling brands; switch to Classic if you prefer a lighter page.
4Page texts#
These starter texts are loaded with the niche. Make them yours in Settings → Page texts.
| Text | Starter wording |
|---|---|
| Banner title | Get a Free HVAC Quote |
| Banner text | Tell us about your heating or air conditioning and we'll send you a price for a repair, a new system or a tune-up. No obligation. |
| Tagline | Heating · Air Conditioning · Repairs |
| Header badges | Free Quote | No obligation Heating & Cooling | All major brands No Heat or AC? | Fast replies |
| Why choose us | Repairs on all major brands New systems sized for your home Yearly tune-ups and maintenance plans Clear prices before we start |
Make them yours
- Mention maintenance plans in "Why choose us" if you offer them.
- Mention rebates or financing only as they really apply.
5Reading a request#
Each request opens with a quick assessment: coloured flags for what matters most in this trade.
- Urgency: No heat, No cooling is flagged as a bigger or more valuable job; Working, but not well is flagged as needing attention (cost, access or risk).
- Service: Replace my system, New installation is flagged as a bigger or more valuable job.
- System age: 10 to 15 years, Over 15 years is flagged as needing attention (cost, access or risk).
- Problem: Water leak or ice on the unit is flagged as needing attention (cost, access or risk).
- Ductwork: No is flagged as needing attention (cost, access or risk).
- Home size: 5+ bedrooms, Business premises is flagged as a bigger or more valuable job.
- Photos: green when every photo tile is filled, amber when only some are.
- Visit: highlighted when it is today or tomorrow, so you can plan quickly.
What to look at first
- No heat / no cooling is flagged hot: call back fast, especially in a heatwave or cold snap.
- Over 15 years old is flagged: offer a replacement quote alongside the repair.
- No ductwork is flagged: price ductless or new ducts.
- Trips the breaker is flagged: an electrical fault may be involved.
Statuses for this niche
New · Contacted · Quote sent · Visit booked · Completed · Lost / declined
6Pricing your quote#
Price repairs by diagnosis and parts, and new systems by size, type and installation.
- Repairs: a diagnostic fee plus parts and labour.
- Replacements: equipment sized from home size and floor area, plus installation and removal of the old unit.
- Mini-splits: by the number of zones.
- Tune-ups and maintenance plans: a set price.
These are ways to think about price, not market prices. Use your own costs and local rates.
7Messages to customers#
Your quote message is filled in automatically when you send a quote on WhatsApp. This is the starter template (Settings → Page texts):
Quote
No cooling
8Get more requests#
- Seasonal ads ("AC repair" in early summer, "furnace tune-up" in autumn).
- Remind past customers about yearly tune-ups.
9Launch checklist#
- Systems you don't service removed.
- Diagnostic fee in your price list.
- Only real certifications mentioned.
- Send one test request from your phone and check it arrives by WhatsApp and email.
Need the general setup steps? See the main user guide.