HVAC · Same day
What to write the day you send a furnace and coil replacement estimate
A same-day note is optional. It is not one of the three scheduled follow-ups. Use it when you are not sure the furnace and coil replacement estimate for $11,400 arrived, or when one point from the visit is easy to forget.
Names, prices, and companies on this page are examples.
Skip it if you already talked it through
If you handed over the paper and walked the job, another email that night is noise. HVAC bids go quiet while people collect a second quote and ask about a rebate that may not apply to this match.
What the recap should say
Name what the price includes: a matched furnace and coil, new pad, and the permit. Name what 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
Your furnace and coil replacement estimate from Shah Heating
Hi Alan, I sent the furnace and coil replacement estimate for $11,400 earlier today. 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. 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 same day 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.