How to Integrate HVAC Quote Tool on Your Website

Welcome to the HVAC Quote integration guide! This article will walk you through the process of embedding the HVAC Quote tool on your website so that homeowners can receive instant quotes and book appointments with ease.

Step 1: Access Integration Settings

Log into your HVAC Quote Dashboard:
- Go to the Settings section of the dashboard.
- Under the Website Integration tab, you will find the necessary code to embed the HVAC Quote tool.

Step 2: Embed the Quote Calculator

Get the Embed Code for the Quote Calculator:
- In the Quote Calculator Integration section, you will see a block of HTML code.
- The code will look something like this:
```
htmlCopy<iframe src="https://app.hvacquote.ai/quote-iframe?company=yourcompanyid" width="100%" height="600"></iframe>
```
- This code is specific to your company. Copy it to the clipboard.
Add the Code to Your Website:
- Paste the copied iframe code into any page on your website where you want the quote calculator to appear. This can be on a dedicated quote page or any part of your site where customers can request a quote.
- You can adjust the width and height of the iframe to better fit your website's layout.
Test the Integration:
- After embedding the code, visit the page to ensure that the tool loads correctly. You should see the interactive quote calculator where users can select the type of HVAC service they need and get a price.

Step 3: Embed the Service Booking Form

Get the Embed Code for Service Booking:
- In the Service Booking Integration section, you will see another block of HTML code.
- It should look like this:
```
htmlCopy<iframe src="https://app.hvacquote.ai/booking-iframe?company=yourcompanyid" width="100%" height="600"></iframe>
```
- This code is also specific to your company. Copy it to the clipboard.
Add the Booking Form to Your Website:
- Paste the code for the service booking form on any page of your website where you want users to book appointments.
- Similar to the quote calculator, adjust the iframe dimensions to match your site’s design.
Test the Booking Form:
- Make sure the form is functioning as expected by visiting the page and confirming that users can select their desired service and schedule an appointment.

Step 4: Customize Your Integration (Optional)

Track Marketing Sources:
- You can customize the URLs in the iframe code to track the source of your leads. For example, use specific URLs for Facebook, Google, or email campaigns to monitor where customers are coming from.
- Example:
```
htmlCopy<iframe src="https://app.hvacquote.ai/quote-iframe?company=yourcompanyid&source=facebook" width="100%" height="600"></iframe>
```

Step 5: Automate with Zapier (Optional)

Set Up Zapier Integration:
- If you wish to automate your workflow, you can integrate HVAC Quote with Zapier. This allows you to trigger actions when a quote is submitted or when an appointment is booked.
- In the Zapier Integration section, follow these steps:
  1. Create a Zap in Zapier with Webhook as the trigger.
  2. Copy the webhook URL provided in Zapier and paste it into the provided field in the HVAC Quote dashboard.
  3. Test the connection to make sure it's working.
  4. Complete the setup in Zapier to process your data.

Step 6: Manage Your Leads

Assign Leads Automatically:
- You can automatically assign new leads to specific team members from the Users & Permissions section.
- Set a default lead assignee, and all new leads from the quote or booking forms will be directed to that person.

With these steps, your HVAC Quote tool will be successfully integrated into your website, helping you generate more leads and schedule appointments instantly. If you encounter any issues during the setup, feel free to contact our support team for further assistance!