HVAC · 5 days
The 5-day reminder for a furnace and coil replacement estimate
Day 5 is the second reminder. Assume they are busy. Do not add a discount or a deadline you do not mean.
Names, prices, and companies on this page are examples.
What changed since day 2
Nothing in the bid should change in this email. The match of furnace and coil is the price. A cheaper bid with a mismatched coil is not the same job. HVAC bids go quiet while people collect a second quote and ask about a rebate that may not apply to this match.
Calendar or scope
Shoulder season is when this work gets booked. A no-heat call in January is a different schedule than a planned replacement. Efficiency and rebate questions usually come from the person who pays the utility bill, who may not have been home. Do not promise a rebate you have not checked for this model.
If you send it from QuoteLasso
The default schedule is three emails, at 2, 5, and 10 days. Day 10 is the last one. You can move the dates. Add the estimate by typing it in, forwarding the message, or importing a spreadsheet. The customer sees your business name and the address followups@quotelasso.com. A reply comes to your inbox and the remaining follow-ups stop. QuoteLasso does not send texts. During the 14-day trial, due emails can send on their own. After that, Free is manual. Starter is $79/month and Pro is $149/month.
Example email
Furnace and coil replacement
Subject
Checking in on the furnace and coil replacement estimate
Hi Alan, Checking in on the furnace and coil replacement estimate for $11,400. I am not changing the number. It still includes a matched furnace and coil, new pad, and the permit. If the holdup is the calendar, tell me which week is real. Do you want duct sealing priced, or the equipment only? Thanks, Priya Shah Shah Heating
Questions
Is this the last hvac follow-up?
No. The default schedule is day 2, day 5, and day 10, and day 10 is the last email. This page is the 5 days note for a furnace and coil replacement. Do not promise a rebate you have not checked for this model.
What will the customer see if QuoteLasso sends the furnace and coil replacement email?
The customer sees your business name and the address followups@quotelasso.com. A reply comes to your inbox and the remaining follow-ups stop. The words are yours. The sample on this page uses made-up names and the example price $11,400.
Send this kind of note on a schedule.
Add the estimate. QuoteLasso drafts the email in your words and, on the trial or a paid plan, can send it when it is due.
Start free trial14-day free trial, no card required. Then the Free plan, or upgrade if you want automatic sending.