Contact Wizard – HVAC Lead Form

HVAC technician greeting homeowner who submitted a heating and air conditioning service request using M Media Contact Wizard

Contact Wizard – HVAC replaces your generic contact form with a five-step guided quote wizard tailored to HVAC and mechanical service businesses. Instead of receiving “my AC is broken” with no context, you get structured leads with service type, urgency level, system make/age, reported symptoms, unit locations, and access details – all before the first call. Drop the shortcode on any page — no page builder, no third-party form service, no monthly fee.

The 5-Step Wizard Form

Every step is its own screen. The visitor moves forward only — no scrolling a wall of fields.

Step 1 — Service & urgency: What type of service do you need? Checkbox group: AC repair, AC installation / replacement, Heating repair, Furnace / heater installation, Seasonal tune-up / maintenance, Duct cleaning, Thermostat / smart home upgrade, Indoor air quality / filtration (revealed by default), Mini-split / ductless system (revealed by default), Heat pump (revealed by default), Other / not sure. Selecting “Other” reveals a Please describe text field. How urgent is it? radio group: Emergency — system is completely down, Urgent — needs attention within 24 hours, This week, I’m flexible — planning ahead.
Step 2 — System details: What type of system do you have? Radio group: Central AC + gas furnace, Central AC + electric heat, Heat pump (heating & cooling), Mini-split / ductless, Window or portable unit, Boiler / radiant heat, Not sure. Approximate age of your system (select: Less than 5 years → Over 20 years, Not sure). What symptoms are you experiencing? Checkbox group: Not cooling / heating, Weak airflow, Strange noises, Bad smell / burning odor, Water or refrigerant leak, Turns on / off too frequently, Unusually high energy bills (revealed by default), Won’t turn on at all, Thermostat not responding, No symptoms — routine service. Property type radio group (revealed by default): Single-family home, Condo / apartment, Townhouse, Commercial / office, Other. Approximate square footage (select, revealed by default: Under 800 sq ft → Over 4,000 sq ft, Not sure).
Step 3 — Photos: See Photo Upload section below.
Step 4 — Logistics: How can we access the property? Radio group: Someone will be home, Lockbox / key provided, Need to coordinate a specific time. Where are the units located? Checkbox group: Attic, Basement, Closet / utility room, Outside (condenser), Rooftop, Crawl space, Not sure. Do you have an existing service / maintenance contract? Radio group (revealed by default): Yes / No.
Step 5 — Contact & scheduling: Full name (text, required); Email address (email, required); Phone number (tel); Service address (text); Preferred service date (date picker); Preferred time of day (select: Morning 8am–12pm, Afternoon 12pm–5pm, Evening 5pm–7pm, Flexible); Approximate budget (select: Under $200 → Over $3,000, Not sure yet — revealed by default); Additional notes (textarea); How did you hear about us? (select — revealed by default); Send me updates by text (checkbox — revealed by default); Privacy consent (checkbox, required).

Photo Upload

Step 3 includes a native file upload field. Visitors can attach up to 6 photos (JPG, JPEG, PNG, GIF, WebP, HEIC, HEIF — max 10 MB each). Files are stored in your WordPress uploads directory under hvac_leads/. The step note reads: “Photos of the unit, thermostat, error codes, or visible damage help us diagnose before arriving.” A Photo notes textarea lets the visitor annotate the images.

Lead Storage

Every completed submission creates an HVAC Lead custom post type entry in your WordPress admin. All form fields are saved as individual post meta keys under the mhvw_ prefix. Leads appear under HVAC Leads in the sidebar — browse, search, and review without leaving WP admin.

Email Notification

On successful submission, the plugin sends an admin notification email containing all submitted field values, including photo file paths. The recipient address is the site’s admin email by default and is configurable from the plugin settings screen.