HVAC · Waiting on approval

What to send while a furnace and coil replacement waits on approval

Send this when the bid is stuck on another person, a board, or a permit. Ask what they still need from you, then wait.

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

Who is holding it

Efficiency and rebate questions usually come from the person who pays the utility bill, who may not have been home.

What you can hand them

The price is $11,400 and includes a matched furnace and coil, new pad, and the permit. HVAC bids go quiet while people collect a second quote and ask about a rebate that may not apply to this match. 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

What does the approver need on the furnace and coil replacement?

Hi Alan,

If someone else still has to approve the furnace and coil replacement, I can resend the $11,400 estimate in whatever form they need.

Tell me what they ask for. I will not keep emailing while you wait on them.

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 waiting on approval 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.