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 Instant Estimator Page
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 Tool
Get the Embed Code for the Quote Tool:
In the Quote Tool Integration section, you will see a block of HTML code.
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: 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!