Describe your service and what the crew needs before arrival. Build a pre installation survey for contacts, access, equipment, utilities, photos, and scheduling constraints.
Send survey responses to Slack, Google Sheets, and Zapier.
Sample prompts for the builder
Choose a prompt, adapt it to your process, or send it to the builder. Each structure is editable.
Audience
Homeowners preparing for a heating or cooling replacement
Format
Residential survey with equipment photos and access checks
Prompt size
274 chars
Example survey structure
Residential survey with equipment photos and access checks
Customer, property, and site contact
Existing system and fuel source
Model and serial label
Access constraints, parking, and pets
Equipment and work-area photos
Suggested routing tags
Ready to schedule
Site review needed
Missing photos
Request a label close-up to identify the unit and a wide view to show access and clearance.
Step 1
Collect
customer, property, and project details
Step 2
Review
photos, utilities, access, and constraints
Step 3
Clarify
route exceptions to the right coordinator
Step 4
Prepare
schedule the crew with a usable site brief
Arrive with context
Gather where equipment goes, how it gets there, and what must be ready before the crew arrives.
Required contact, access, equipment, utility, and photo fields create a baseline before scheduling.
Show roof questions for solar, fuel questions for HVAC, or entry-point questions for internet.
Flag locked areas, utility gaps, restricted hours, or missing photos for follow-up.
Built for installers
Keep a core intake and tailor the technical branch to each service.
Capture unit labels, fuel, thermostat, panel, access, and equipment photos.
Collect roof, shading, attic, meter, panel, battery, and access details.
Document service entry, telecom access, outlets, router placement, and wall type.
Map receiving hours, route dimensions, utilities, contacts, and placement constraints.
Survey workflow
Connect each response to the person who schedules, scopes, or performs the work.
Name the service, required site facts, photos, and review triggers.
Add your equipment choices, terminology, instructions, and follow-ups.
Share the link and identify who should complete the survey.
Check answers and photos, resolve exceptions, and brief the crew.
Intake options
A structured survey keeps addresses, measurements, selections, and images together.
Field guide
Use these six sections as a baseline, then match fields to your equipment and dispatch process.
Customer and contacts
Separate the buyer, property contact, and person meeting the crew when those roles differ.
Scope and existing system
Record what is installed, replaced, relocated, or removed, with labels and wide photos.
Access and delivery route
Map gates, stairs, elevators, narrow doors, roof access, loading rules, and locked rooms.
Utilities and connections
Ask about power, fuel, drain, water, telecom, network, or mounting needs; allow unknown answers.
Measurements and media
Request a label close-up, wide work-area view, approach route, and relevant measurements.
Scheduling and exceptions
Collect availability and restrictions, route exceptions, and note what needs on-site confirmation.
Related tools
Build supporting forms for property review, equipment checks, service requests, work orders, maintenance, and internet diagnostics.
Document rooms, exterior conditions, utilities, and issues during a broader site review.
Open toolCreate structured condition checks for equipment before commissioning or service.
Open toolTurn approved scope into a work order with location, assignment, materials, and status details.
Open toolLet occupants describe repair needs, access windows, and supporting photos before a visit.
Open toolCollect equipment problems and route them to the correct maintenance queue.
Open toolGather connection, device, location, and speed-test details when diagnosing internet service.
Open toolFAQ
Practical answers for installation coordinators, sales teams, dispatchers, and field crews.
It is an intake completed before an installation visit. It records contacts, equipment, placement, access, utilities, photos, and timing for team review.
Include address, customer and day-of contacts, scope, existing system, placement, access, utilities, scheduling, and photos. Add service-specific conditional branches.
Request separate label close-ups, wide work-area views, the approach route, and relevant panels, meters, outlets, roof planes, cabinets, or entry points.
Yes. Share core contact, address, schedule, access, and photo questions, then show technical branches based on the selected service.
Not necessarily. It supports planning and follow-up. Some projects still require an in-person assessment, measurements, engineering, utility coordination, or other review.
Offer an unknown option, require only essential fields, give specific photo guidance, and route missing uploads or utility uncertainty for follow-up.
Yes. Makeform provides unlimited free forms and responses, including generation, editing, and publishing. The paid tier removes the Makeform badge.
Responses can reach the Makeform inbox, Google Sheets, Slack, or Zapier. Route availability, exceptions, and approved site briefs according to your process.
Prepare the site before the installation day.
