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HVAC Service Intake Engine

Visual HVAC intake flow: start at Web Quote Start, collect service type with OR routing to install vs repair, branch by property type, end at Submission Complete.

HVAC engine canvas: Web Quote Start, Select Service, Check Service Type OR branch, Installation and Repair paths, Route by Property, Submission Complete

Overview

This engine is the exact graph you build in the canvas: a Web Quote Start entry, a Select Service step (one item), then Check Service Type as an OR gate. The TRUE path continues to Installation Details; the FALSE path goes to Repair Request. From installation, Route by Property is a BRANCH: House leads through House Specifics (zero items in the template snapshot) before finishing; Condo skips straight to Submission Complete. The flow terminates at Submission Complete (END).

How it works

  1. Web Quote Start (START) kicks off the quote; the runner enters the flow here.
  2. Select Service (1 ITEM) collects the initial service choice before any branching.
  3. Check Service Type (OR) evaluates service type: on TRUE, the path is Installation Details (1 ITEM); on FALSE, it is Repair Request (1 ITEM).
  4. After installation details, Route by Property (BRANCH) splits on property type: House continues to House Specifics, then to the end node; Condo connects directly to the end node.
  5. Submission Complete (END) closes the workflow once the active path’s steps are satisfied.

Key Features

  • Explicit START and END nodes so the flow’s entry and exit are unambiguous.
  • OR logic on Check Service Type with separate install vs repair paths.
  • BRANCH on Route by Property (House vs Condo) with different downstream steps.
  • Mix of item steps (Select Service, Installation Details, Repair Request) and a House Specifics block you can extend with fields as needed.

Use Cases

  • HVAC dealers who need install vs repair intake on one canvas.
  • Teams that must ask different follow-ups for houses vs condos.
  • Any service business that wants a quoted web journey with visible branch logic—not a single flat form.

More templates

Jump to another automation template—same detail layout, tailored story.

What teams say about Quotix

Quotix became our quoting front door. Live rules mean reps stop fighting spreadsheets and customers finally see pricing they can trust.
Jordan Mehta
@jordan_ops
We shipped a guarded intake bot in weeks. It reads like white-glove service — but runs on the same steel thread as Ops.
Samira Chen
@samira_rev
Finance finally stopped rubber-stamping discounts because every deviation shows up against policy in one view.
Alex Rivera
@alex_finops
Our buyers ask harder questions now; Quotix answers them consistently before a human ever joins the thread.
Priya Nandakumar
@priya_px
Quotix tightened our funnel without new headcount: fewer stalled deals, clearer next steps.
Chris Okafor
@chris_sales
Policy changes propagate the same day. That alone paid for the rollout.
Elena Voss
@elena_gtm
Quotix became our quoting front door. Live rules mean reps stop fighting spreadsheets and customers finally see pricing they can trust.
Jordan Mehta
@jordan_ops
We shipped a guarded intake bot in weeks. It reads like white-glove service — but runs on the same steel thread as Ops.
Samira Chen
@samira_rev
Finance finally stopped rubber-stamping discounts because every deviation shows up against policy in one view.
Alex Rivera
@alex_finops
Our buyers ask harder questions now; Quotix answers them consistently before a human ever joins the thread.
Priya Nandakumar
@priya_px
Quotix tightened our funnel without new headcount: fewer stalled deals, clearer next steps.
Chris Okafor
@chris_sales
Policy changes propagate the same day. That alone paid for the rollout.
Elena Voss
@elena_gtm