System replacement proposalEstimate
Good, better, best for a residential changeout, with the survey that justifies the price.
Version 4 · Brett Callahan, Aug 19, 2026
Field types
- Short text
- Long text
- Fixed wording
- Number
- Money
- Measurement
- Date
- Pick one
- Pick several
- Yes or no
- Photo
- File
- Signature
- Pricebook item
- Calculated
Drag a type into a section. Every field you add is a question somebody answers on a phone, often in somebody else's driveway.
Who and where
Customer*Customer seesAuto
required · fills from customer.displayName
Service address*Customer seesAuto
required · fills from property.address
Licence numbersCustomer seesAuto
fills from location.licenses
Drop a field here
Site survey
Age of the current system, in years*Customer sees
required · 0 to 60
Refrigerant in the current system*Customer sees
required · 4 choices
Static pressure*Internal
required · unit in. w.c.
Attic access is tightInternal
Crew neededInternal
1 to 4 · shown when fl-attic is true
Photo of the outdoor unit and nameplate*Customer sees
required · 2 to 6 photos
Photo of the air handler and the space around it*Customer sees
required · 1 to 6 photos
Drop a field here
Rooms that do not keep upRepeats
RoomCustomer sees
Difference from the thermostatCustomer sees
unit °F
Drop a field here
What we recommend
Why we recommend this option*Customer sees
required
Utility rebate we will file for youCustomer sees
Your cost after the rebateCustomer sees
computed: option.total - fl-rebate
Approve this option*Customer sees
required
Drop a field here
Add a section
What this costs to fill in
- Fields
- 16
- Required
- 9
- Fill themselves
- 3
- Photos asked for
- 2
- A person answers
- 13
Anything already on the record fills itself and is shown read-only. A template that asks a technician to type the customer's name is a template that will be filled in wrongly.
Where it is offered
- Location
- All locations
- Trade
- HVAC
- Used, 30 days
- 31
Filled with no signal
The whole template, including its photo fields, works in an attic with no bars. Answers and images queue on the phone and sync when the van reconnects.