Skip to content
QuoteLasso

Mechanical

HVAC estimate follow-ups

Twenty examples for a furnace and coil replacement, using $11,400 as a made-up price. Ten are the schedule. Ten are for a date, a smaller job, approval, or a later check-back. HVAC bids go quiet while people collect a second quote and ask about a rebate that may not apply to this match.

Names, prices, and companies on this page are examples.

Where this bid stalls

HVAC bids go quiet while people collect a second quote and ask about a rebate that may not apply to this match. Efficiency and rebate questions usually come from the person who pays the utility bill, who may not have been home.

What the example price means

The match of furnace and coil is the price. A cheaper bid with a mismatched coil is not the same job. Included: a matched furnace and coil, new pad, and the permit. Left out: duct repairs, and a smart thermostat beyond the standard one in the box. Do not promise a rebate you have not checked for this model.

When to send them

Shoulder season is when this work gets booked. A no-heat call in January is a different schedule than a planned replacement. The default schedule is still day 2, day 5, and day 10. Day 10 is the last email. Same-day notes are optional. The customer sees your business name and the address followups@quotelasso.com. A reply comes to your inbox and the remaining follow-ups stop.

Questions

How many hvac follow-ups should I send?

Three, unless the job needs a different gap. Day 10 is the last one. Shoulder season is when this work gets booked. A no-heat call in January is a different schedule than a planned replacement.

Can I text a furnace and coil replacement follow-up?

Only if you already text that customer. Paste the text sample yourself. QuoteLasso does not send it. Price the duct sealing?

Put one furnace and coil replacement estimate on a schedule.

Add the estimate you already priced. You will see the follow-up dates before you save anything.

Start free trial

14-day free trial, no card required. Then the Free plan, or upgrade if you want automatic sending.