HVAC · Deciding together
A furnace and coil replacement follow-up for when two people decide
Write this so someone who was not at the visit can understand the job. One clear email is enough. Do not send three more that week.
Names, prices, and companies on this page are examples.
Who else is reading
Efficiency and rebate questions usually come from the person who pays the utility bill, who may not have been home.
What they need in the email
The example amount is $11,400. It includes a matched furnace and coil, new pad, and the permit. It leaves out duct repairs, and a smart thermostat beyond the standard one in the box. Do you want duct sealing priced, or the equipment only? 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
For when you review the furnace and coil replacement estimate
Hi Alan, Leaving the furnace and coil replacement estimate for $11,400 here for when you look at it with someone else. It includes a matched furnace and coil, new pad, and the permit. It does not include duct repairs, and a smart thermostat beyond the standard one in the box. I will not keep emailing while you decide. 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 deciding together 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.