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Home insulation quote request template

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A home insulation quote request that prices the survey and what it refunds, measures by the square meter and one-off charges, itemized on screen.

Shown as Thornleigh Retrofit, 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 · 11 steps · 9 priced items in 3 categories · itemized quote on the page · appointment booking built in — counted from the template itself.

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Related tags
home insulationretrofitenergy efficiencyloft insulation
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Who this template is for.

Built for

Insulation and retrofit installers that quote the survey and what it refunds, measures by the square meter and one-off charges 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.

Not the right template for

Installers who need a survey before naming any price, or who sell one product only.

More on how Everybooking works for this industry: Home Remodeling Contractors.

From the template

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.

Path 01

The heating bills

Start with the survey. The cheap measures usually turn out to be the missing ones.

Path 02

The house is just cold

Often draughts and floors rather than walls, and far cheaper to fix than people expect.

Path 03

I have been quoted for a heat pump

Insulate first. We will tell you honestly whether the pump is worth it afterwards.

The screens, in order
  1. 01What brought you here?
  2. 02How Much Area
  3. 03The Survey
  4. 04Measures
  5. 05One Charge Each
  6. 06What Nobody Tells You
  7. 07Your Details
  8. 08The Work, Priced
  9. 09Pick A Time For The Survey
  10. 10The Survey Is Booked

Along the way it asks for square metres (10–400), bedrooms (1–8), so the lines priced per person, per hour or per mile can be multiplied out before the customer reaches the quote.

From the template

What it prices.

Sample prices from the demo, in US dollars. Your own rates, taxes and rules replace them the moment you launch.

The Survey, And What It Refunds

  • Heat-Loss Survey And Report$285
  • Whole-House Retrofit Plan$420

Measures, Per Square Metre

  • Loft Insulation To 300mm, Per Square Metre$28
  • Cavity Wall Fill, Per Square Metre$34
  • Suspended Floor Insulation, Per Square Metre$62
  • Internal Wall Insulation, Per Square Metre$118

One Charge Each

  • Thermal Camera Revisit, Next Winter$145
  • Whole-House Draught-Proofing$385
  • Trickle Vents And Extract Upgrade$640
From the template

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.

What Nobody Tells You

  • Damp Gets Fixed First, Or Not At All
  • Some Measures Do Not Pay And We Will Say So
  • We Tell You About Grants We Do Not Get Paid For
From the template

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.

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.

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