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Heat pump, boiler, air con, and battery quotes on one scrolling page

The Heat Pump, Boiler, Air Con, and Battery Quote Tools now work the same way as the Commercial Solar Quote Tool. Your customer starts with an address, confirms each section on one scrolling page, and keeps a PDF that matches what they saw. The Solar Quote Tool is unchanged. You can also import more than one Spruce Eco design onto a proposal, and set your own room sizes on the Air Con Quote Tool.

New​

  • One scrolling page for heat pump, boiler, air con, and battery. Hosted customers land on a start page, and the quote is created when they confirm the pin. Each section is a card they confirm in turn. Changing an earlier confirmed section unlocks later ones, so leftover answers cannot keep driving the price. The PDF is one A4 page per live card, in the same order as the accepted quote. Walkthroughs: Build a heat pump quote, Build a boiler quote, Build an air con quote, Build a battery quote. What your customer sees lists every section.

  • A Custom blocks tab on those four tools. Header, footer, and per-step content now live there. The Layout tab is gone from those tools; it remains on the Solar Quote Tool. Block types include Markdown, HTML, Video, and Why choose us. Settings: Heat Pump, Boiler, Air Con, Battery.

  • A Why choose us block in proposals. The same card list — title, description, and optional image per card — is available in the proposal block chooser, not only on quote tools.

  • More than one Spruce Eco design on a proposal. When a job has several live designs, the Spruce Eco wizard lets you pick which to import. Two or more become System options (Option A, Option B, and so on). Heat-loss and system design follow the option your customer chooses. Option A is selected when the proposal opens.

  • Your own air con room sizes. On Defaults, the room-size dropdown is a list you edit: each row has a Label and a Size (m²) used in the cooling-load calculation. Quotes store the square metres, so changing a band later does not rewrite old quotes. See Air Con Quote Tool settings.

  • A multi-split combination ratio. Maximum connected indoor capacity (%) on Defaults (default 100%) lets a multi-split outdoor carry more indoor capacity than its rated kW when the range allows it. A hardware package can override this. It only applies when one outdoor serves two or more indoors. See Hardware packages.

Improved​

  • Creating a quote from Instant Quotes asks for the address first. For heat pump, boiler, air con, and battery, Create opens a New page. The quote is written only when you confirm the pin — the same as commercial solar, and the same as your customer. The Solar Quote Tool still creates immediately. See Quoting on a customer's behalf.

  • Hide package, Customise package, and View pricing calculation are back on the package cards when you are quoting on a customer's behalf. Your customer does not see those controls.

  • Search on lists now filters, and the sort you picked still orders the rows. Searching proposals, quotes, contacts, enquiries, service plan agreements, and templates by name, phone, or the start of an id returns matching rows rather than a ranked mix. Pasting a full id finds that row.

  • Customising a package locks the sections above hardware packages, so changing an earlier answer cannot rebuild the customised offer. Hardware packages and later sections stay editable.

  • Package cards show the product images you uploaded when dynamic composite images are turned off.

Fixed​

  • Customising a boiler package now updates the card. Changing the boiler product or the override price saved, then the card showed the original products and price. The card now shows what you set.

  • GoHighLevel now creates the contact and opportunity when the property address is in England, Scotland, Wales, or Northern Ireland. Those addresses were being sent with a country name GoHighLevel rejected.

  • The package type dropdown shows the type you picked when you create a hardware package, instead of staying on Solar Package.