Boiler fitting quote form template
This five-step boiler fitting quote form asks the current boiler type, the fuel it uses, where the flue sits and the service needed, followed by the contact details. Clone it into your Growform account and add an address step.
What the form asks, step by step
A heating engineer needs four facts before pricing a boiler job, and the form asks for them in plain language. None of them requires the customer to find the manual.
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Step 1: “What type of boiler do you currently have?”
Combi, immersion or back boiler shapes the whole job, and “Not sure” is allowed.
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Step 2: “What kind of fuel does your current boiler use?”
Gas, oil or LPG decides which engineer is qualified to attend.
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Step 3: “Where is your flue located?”
A roof flue or a side flue changes the labor and the parts list.
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Step 4: “What kind of service would you like?”
A new boiler, a repair and a move are three different conversations.
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Step 5: “How shall we get in touch about your boiler?”
Name, email and phone come last.
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After submitting
The customer lands on a thank-you page after pressing “Get pricing”, so a follow-up with figures is what they expect.
Who it’s for
Heating engineers, boiler installation companies and the lead generators who sell new boiler quote requests use this template. A customer who wants a price rarely knows the boiler model, but they can say whether it is a combi, what fuel it burns and where the flue leaves the house. Those answers are enough for a first price or a well-prepared call. The same form handles repairs and moves, so one page can serve every boiler quote request that arrives. For heating work beyond the boiler, the HVAC service request template asks about the whole system.
Why this structure converts
- Each question describes something the customer can see at home, so nobody stops to look up a model number.
- “Not sure” on the boiler type keeps homeowners with older systems moving through the form.
- The service question comes after the system questions, so a boiler replacement quote and a repair call arrive with the same detail.
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Make it yours
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Add a boiler age step
Ask how old the current boiler is, with options such as under five years, five to ten years and over ten. Age is the clearest sign that a repair should become a replacement.
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Show a fixed price
Growform can show a figure on the thank-you screen calculated from the answers, which suits installers who publish fixed prices for a combi swap.
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Route repairs to the calendar
Send repair requests to your job management software and new installations to the sales team, using the service answer to split them.
Frequently asked questions
What information do I need for a new boiler quote?
An installer needs the current boiler type, the fuel, the flue position and what you want done. This form asks those four things and then your contact details, so a first price can be prepared before anyone visits.
Does the form work for boiler repairs as well as installations?
Yes. Step four offers a new boiler, a repair or a move, and each answer can be routed to a different person or tool.
Can I give an instant boiler installation quote?
Yes, if your prices are fixed. Growform can calculate a figure from the answers and show it after submission, and you can still call to confirm the details.
Where do the quote requests go?
They reach your inbox by default. Connect the form to HubSpot, Pipedrive, a Google Sheet or your field-service software and each request arrives there instead.
What happens next?
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Step 1: Clone this form template
Clone this template into your Growform account (create one first if you don’t already have one). -
Step 2: Edit your form
Get creative and adjust your form's theme options, questions or layout in the Growform form builder. -
Step 3: Share or embed your form
Share a link to your form, or embed it in your existing website. Receive new submissions by email or send them to 7,000+ apps via Zapier.
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