Heat pump installation quote request template
Built from your own website, free to start, no card. The demo opens at full width in its own tab.
A heat pump installation quote request that prices the equipment, the fitting, and cover and aftercare, itemized on screen.
Shown as Ardley & Voss Climate, a sample business. The flow, the pricing logic and the quote it returns are the template; the name, the services and the prices are the sample's, and yours take their place.
3 customer paths · 12 steps · 10 priced items in 3 categories · itemized quote on the page · appointment booking built in — counted from the template itself.
Who this template is for.
Heat pump and HVAC installers that quote the equipment, the fitting, and cover and aftercare and want each request priced the moment it is made, with the number worked out while the customer is still on the page, not after a call.
Installers who need a home survey before any number, or firms selling maintenance contracts only.
More on how Everybooking works for this industry: HVAC Contractors.
What your customer goes through.
The first screen asks what they are booking. Each answer sets the path, and every path ends on a priced quote.
One room that is unbearable
A bedroom, a loft office, or the room with all the glass in it. One head, one condenser.
Several rooms at once
Two to six heads off one outdoor unit. Cheaper per room and quieter outside than doing them one at a time.
Replacing a system that has died
Old kit out, new kit in, and usually the existing pipe run re-used if it is the right diameter.
Then: Replacing A System
- 01Rooms And Metres
- 02The Equipment
- 03The Fitting
- 04Cover And Aftercare
- 05Before You Sign
- 06Your Details
- 07The Split Quote
- 08Pick A Time For The Survey
- 09The Survey Is Booked
Along the way it asks for indoor heads (1–6), metres of run (1–80), so the lines priced per person, per hour or per mile can be multiplied out before the customer reaches the quote.
What it prices.
Sample prices from the demo, in US dollars. Your own rates, taxes and rules replace them the moment you launch.
The Equipment
- Smart Thermostat And App Control — Supplied$220
- Wall Head, 12,000 BTU — Supplied$1,850
- Wall Head, 18,000 BTU — Supplied$2,340
- Outdoor Condenser, Multi-Head — Supplied$3,100
The Fitting
- Pipe And Cable Run, Per Metre$46
- Commissioning And F-Gas Certificate$190
- Dedicated Electrical Spur$310
- Fitting Labour, Per Head$480
Cover And Aftercare
- Spare Filter Set, Per Head$34
- Annual Service Plan, Per Head$95
The rules it states up front.
Policies the sample puts on the request itself, so nobody finds them out by email later. Yours go in the same place.
Before You Sign
- Kit And Labour Are Priced Separately
- No Payment Until The System Runs
- The Survey Confirms The Pipe Run
- We Are F-Gas And Part P Registered
How it closes.
Name, email and phone before the quote
The request is tied to a real person before the total is shown, so the follow-up has somewhere to go.
An itemized quote, on the page
Every chosen line, multiplied out, with the total. The customer sees it before they leave.
Pick a day and a time
The customer can pick a time for a visit or a call instead of finishing on the spot.
Final screen: “The Survey Is Booked”
The sample's closing screen. Its wording, like every other line here, is the sample's; yours replaces it.
Related templates.
Build one like this for your own business.
Point Everybooking at your website and it builds a booking flow like this one from your own pages, products and pricing.