01
Job type and comfort problem
Separate new installations, replacements, faults and upgrades, then capture which rooms or areas are affected and what the customer is trying to improve.
HomeWalk for heating and cooling businesses
Get the heating and cooling details before you make the trip.
Collect the customer’s goal, existing system details, room context and access information in one guided walkthrough. Your team can review the job before deciding what needs to be measured or checked on site.
Before the quote or visit
Collect the details your team actually needs.
HomeWalk guides the customer through the job information, photos and access context you choose. They provide what they know; your team decides what still needs professional verification.
02
Existing system
Request model labels, controller photos, indoor and outdoor unit locations or ducted-system details where they can be photographed safely.
03
Rooms, access and installation context
Collect room use, approximate size where known, building level, outdoor-unit access and other site constraints that may change how the job is approached.
Useful context, not customer diagnosis
Get a better brief without asking the customer to be the expert.
The walkthrough provides the job context your team asks for. A qualified technician still confirms system sizing, electrical and refrigerant requirements, placement, access and any compliance issues before recommending or pricing work.
01Choose what you needStart with the included workflow, then adapt the questions and photo requests to your own quoting process.
02Send one guided linkYour customer follows the steps on their phone. No HomeWalk account or app is required.
03Review before you travelSee the answers and evidence together, then decide whether you can quote, prepare properly or still need to attend site.
Example questions
A starting point for heating & cooling enquiries.
These are examples, not a script. Your business controls what gets asked and how much information is needed for each job.
QUESTION 01
Are you installing a new system, replacing one or trying to solve a problem with an existing system?
QUESTION 02
Which rooms or areas need heating or cooling?
QUESTION 03
Can you safely photograph the existing unit or model label, if there is one?
QUESTION 04
Are there access constraints or preferred locations we should know about before attending?
Common questions
HomeWalk for heating and cooling businesses
Can customers send photos of their existing air conditioner?
Yes. Model labels, indoor units, controllers and outdoor units can be useful when they can be photographed safely without opening equipment.
Can HomeWalk size a heating or cooling system?
No. It gathers the information your business wants before assessment. Your technician determines the appropriate equipment and capacity.
Can it be used for ducted and split-system enquiries?
Yes. You can tailor separate workflows or questions for the types of work your business handles.
The information you need when you can’t be there
Get the job details before you make the trip.
Try the workflow first, or start a 14-day trial and adapt it to the way your business quotes work.