HVAC Service Request
Diagnose the issue, capture system details, and dispatch the right technician.
What this form collects
HVAC Service Request
Powered by Ryvet
HVAC enquiries break into three distinct buckets: the unit died and the customer is sweating, a routine service is overdue, or there's a quote needed for a new install. Each needs a different conversation, different urgency, and different routing. This template branches off the first question — service type — and treats emergency callouts, scheduled servicing, and new-install quotes as the separate jobs they are.
Why HVAC contractors need split-flow intake
A January heatwave is when your phone rings off the hook with 'my AC died, can you come today?'. A static contact form is useless in that scenario — by the time anyone replies, the customer has called the next number on Google.
But the same form also collects routine service bookings and new-install quote requests, which you don't want pinging your on-call mobile at 11pm. Splitting the intake by service type at message one solves both problems.
What the HVAC service form does
Service type drives the flow
Repair, maintenance, or new install — three completely different paths with different questions, different urgency, and different routing.
Brand and model captured for repair calls
Brand, approximate age, and a photo of the indoor unit's model sticker — your tech walks in knowing whether to order a part or recommend replacement before they leave the depot.
Heat-load questions for new installs
Property size, room count, ceiling height, and insulation type — the chat captures the inputs your estimator needs for a desktop quote, so most installs don't need a survey before quoting.
Best for
Air conditioning installers, HVAC service technicians, refrigeration mechanics, ducted system specialists, and split-system retailers offering supply-and-install packages.
Common questions HVAC contractors ask
How do I prioritize emergency repairs in summer?
Set urgency-based routing: 'no cooling, hot weather' triggers an SMS to the on-call tech. Routine maintenance routes to the standard scheduling queue.
Can it handle commercial and residential differently?
Yes — property type is asked at the start and routes commercial leads to whoever handles your commercial accounts. Different field sets apply to each.
What about service contracts and recurring bookings?
Existing contract customers can be recognized by phone or email and routed to a streamlined re-booking flow. New customers go through the full intake.
Similar Use Cases
More Form Chat use cases
Ready to replace your forms?
Sign up and this template will be pre-built in your account.