Describe the property and HVAC work. Makeform creates a survey for building dimensions, existing equipment, utilities, access, measurements, photos, and customer priorities before estimating.
Send completed surveys to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a survey pattern, edit the prompt, or send it into the Makeform builder.
Audience
Comfort advisors surveying a home before a replacement quote
Format
Room, equipment, utility, and access checklist
Prompt size
227 chars
Example form structure
Room, equipment, utility, and access checklist
Property, floor area, and occupancy
Existing equipment and nameplate details
Electrical, fuel, drain, and duct observations
Equipment and access photos
Comfort priorities and follow-up
Suggested routing tags
Ready to estimate
Needs load details
Access review
Request nameplate photos with model numbers so estimators can verify typed details.
Step 1
Identify
property, contacts, scope, and served areas
Step 2
Measure
equipment, rooms, ducts, utilities, and routes
Step 3
Document
photos, constraints, priorities, and open questions
Step 4
Estimate
route a complete survey to the quoting team
Quote from field facts
Estimators need dimensions, utility capacity, installation routes, access logistics, and customer priorities—not only equipment photos.
Required sections prompt the same building, equipment, utility, and access checks.
Tie dimensions to the equipment tag and served area they describe.
Conditional questions flag electrical, crane, landlord, plan, or load follow-up.
Match the project
Start with the closest job, then adjust questions and routing for your estimating process.
Inventory, home characteristics, comfort concerns, ducts, and placement options.
Unit schedules, curb sizes, voltage, controls, roof access, crane staging, delivery limits, and shutdown timing.
Electrical capacity, backup heat, distribution condition, condensate and refrigerant routes, and outdoor clearances.
Plans, zones, rough-ins, trade dependencies, milestones, markups, and open questions.
Survey workflow
Build the checklist around the quote, complete it on site, and route one contextual response.
Name the systems, building details, measurements, photos, and handoffs estimators need.
Arrange questions in walking order, from contacts through equipment, routes, access, and open items.
Use structured fields and uploads tied to each unit, room, zone, or location.
Send the response to estimating and tag incomplete scope for follow-up.
Field record options
Compare how each approach delivers decision-making inputs to the office.
Field guide
These six sections connect site conditions to labor, materials, coordination, and follow-up.
Project context
Match the visit to the opportunity, access contact, technical contact, and working schedule.
Building inputs
Capture inputs for your sizing process, distinguishing measured values from estimates.
Existing systems
Use one group per unit, pairing nameplate data and photos with its served area.
Distribution & readings
Record distribution and control conditions, using only readings your team can interpret.
Utilities & routes
Document capacity and routes, flagging items that still require specialist review.
Access & closeout
Capture lifting, protection, scheduling, routes, surroundings, and unanswered scope.
Related tools
Use Makeform tools for inspection, estimating, work orders, and maintenance.
Create a repeatable condition and reading checklist for installed equipment.
Open toolCollect the customer and project details that start an estimating request.
Open toolTurn approved installation scope into a structured field work order.
Open toolCapture equipment symptoms, location, urgency, and supporting photos.
Open toolRecord completed service, readings, parts, and next maintenance actions.
Open toolRoute requested repairs or installation work into an organized queue.
Open toolFAQ
Practical answers for contractors replacing improvised site notes with a consistent pre-quote survey.
It is a pre-quote record connecting requested work with building details, equipment, distribution, utilities, routes, access, photos, priorities, and follow-up. Estimators receive one organized submission instead of scattered notes and images.
Include contacts, building use, served areas, existing equipment and nameplates, dimensions, readings, utilities, distribution condition, routes, proposed locations, controls, access, lifting and schedule constraints, photos, and open questions. Match required fields to your estimating method.
Yes. Branch by project type. Residential paths can cover rooms, comfort, attic access, and clearances; commercial paths can cover unit schedules, power, controls, curbs, roofs, cranes, hours, and shutdowns.
Yes. Add uploads for nameplates, panels, distribution, routes, access, roofs, plans, and markups. Label each upload by unit or area and request overview and detail images.
Use one repeated group per unit with its tag, served area, location, type, nameplate, utilities, controls, condition, measurements, and photos. Otherwise branch to several numbered unit sections and flag larger inventories for follow-up.
No. It organizes inputs but does not replace your sizing, selection, plan review, or technical judgment. Distinguish measured values from estimates and route missing or conflicting inputs for review.
Yes. Makeform is unlimited free for creating, editing, publishing, and collecting responses. The paid tier only removes the Makeform badge.
Responses and uploads arrive in your Makeform inbox. Route data to Google Sheets, Slack, or Zapier, and use project IDs plus statuses such as ready to estimate or needs follow-up.
Bring the site visit into one record.
