Sales · n8n

Build HVAC Quotes From a Guided Load-Calculation Intake

HVAC quotes get sized by rule of thumb, leading to callbacks and comfort complaints from wrong-sized systems. Collect the details for a proper load calculation and build an accurate quote.

difficulty Intermediatesetup 30 minresult Systems get properly sized from real load data — comfort complaints and warranty callbacks from bad sizing drop.—
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  1. 1

    Collect the Details

    Add a Typeform Trigger gathering square footage, insulation, windows and orientation.

  2. 2

    Estimate the Load

    Add an OpenAI/Code node computing an approximate load.

  3. 3

    Size the System

    Recommend properly-sized equipment for the load.

  4. 4

    Send the Quote

    Add a Gmail node with the sized system and pricing.

  5. 5

    Activate and Test

    Activate the workflow with test details. Confirm the load estimate works.

Frequently asked questions

Why proper sizing?

Rule-of-thumb sizing produces short-cycling, humidity and comfort problems — a real load calc sizes it right the first time.

Manual J note?

This assists the estimate; a formal Manual J may still be needed, but the intake structures the data for it.

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