HVAC · Scope

One question to ask about a furnace and coil replacement estimate

Pick one line of the bid. A follow-up that rewrites the whole scope does not get answered.

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

The line that gets replies

Do you want duct sealing priced, or the equipment only? Put $11,400 in the email so they know which furnace and coil replacement you mean.

Included and left out

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. The match of furnace and coil is the price. A cheaper bid with a mismatched coil is not the same job. 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

One question on your furnace and coil replacement estimate

Hi Alan,

One question on the furnace and coil replacement estimate for $11,400.

Do you want duct sealing priced, or the equipment only?

The price includes a matched furnace and coil, new pad, and the permit.

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 scope 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 trial

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