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Heating and air conditioning service form template

Book a service, repair or new installation for a boiler, heat pump, furnace or air conditioning, with the fee set by the job.

Use this templateFree · no credit card
  • 12 questions
  • 2 pages
  • 5 min to fill in
  • Home services
formkit.app/you/heating-cooling-service
Heating and air conditioning service

Book a heating or cooling visit

Two short pages. If you can smell gas, leave the house and call the gas emergency line first.

12 questions · 2 pages
Try a theme

This is the real template. Fill it in, then make it yours.

A yearly service, a repair or a new system, the kind and age of the unit, and a photo of its label. The fault question appears only for repairs, the number of units only for services, and on Pro an AI check requires a phone number when the fault sounds urgent. The fee follows the job: per unit for a service, a call-out for a repair, nothing for a survey.

Who it’s for

Heating, ventilation and air conditioning engineers who book services and repairs for boilers, furnaces, heat pumps and air conditioning.

Page by page

Every question in this template

The pages as a respondent meets them. Pick any question to open it in the live preview above.

  1. Page 1Questions8 questions
  2. Page 2Booking4 questions
  3. ThenThank you

    We'll confirm your visit by email within one working day.

    Conditional logic is already set up
What comes back

Every answer, in one place

Each response lands in your inbox as a card like this one, with an email to you if you want it. People who stop part-way are kept too, with the answers they gave.

  • Partial answers and drop-off by question, on every plan
  • CSV, JSON and PDF on every plan, Excel on Pro
  • Sheets, Slack, Notion, Airtable, HubSpot and webhooks on Pro
Maya OkaforHeating and air conditioning service · just nowNew
Your name
Maya Okafor
Email address
maya@northstar.co
What do you need?
A yearly service
What kind of system is it?
Gas boiler
How old is it?
Under 5 years
How many units need servicing?
12

and 6 more answers

From template to live form

Three steps, a couple of minutes

  1. Use this template1Make it your own copyIt becomes a draft in your account. Nothing you change touches the original.
  2. Reword, reorder, re-theme2Change anythingQuestions, pages, logic, theme and logo. It is an ordinary form from here on.
  3. formkit.app/you/heating-cooling-service3Publish and shareYour own link, a QR code or an embed. Every answer lands in one inbox.
Make more of it

What this form can also do

Questions about this template

How is the fee worked out?

On Pro, a calculation charges your service price per unit, or the call-out for a repair, and nothing for a new-system survey. It goes to your own Stripe account, with no cut taken by Formkit.

What happens if someone mentions a gas smell?

On Pro, an AI condition makes the phone number required, and the AI reply starts by telling them to leave the house and call the gas emergency line. The welcome screen says the same on any plan.

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