HVAC · Another direction

If a furnace and coil replacement estimate went another direction

One polite close is enough. It is also the note that gets a call later. Do not argue with the other price.

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

Say you are closing the file

HVAC bids go quiet while people collect a second quote and ask about a rebate that may not apply to this match. Tell them a reply reopens it. Then stop.

What not to add

Do not promise a rebate you have not checked for this model. The match of furnace and coil is the price. A cheaper bid with a mismatched coil is not the same job. Efficiency and rebate questions usually come from the person who pays the utility bill, who may not have been home.

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

Closing the file on your furnace and coil replacement estimate

Hi Alan,

I am guessing the furnace and coil replacement may have gone another direction, and that is all right. I will close the $11,400 estimate on my end.

If it is still in play, reply and I will pick it back up.

Thanks,
Priya Shah
Shah Heating

Questions

Is this the last hvac follow-up?

Yes. Day 10 is the last email on the default schedule, and this note is that close. A reply, a phone call, or an unsubscribe stops it sooner. Shoulder season is when this work gets booked. A no-heat call in January is a different schedule than a planned replacement.

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.