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Windows · Same day

What to write the day you send a window 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 window replacement estimate for $9,200 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. Window estimates go quiet during the factory lead time conversation, or while they compare a insert-only bid.

What the recap should say

Name what the price includes: eight double-hung windows, full-frame install, and interior casing. Name what it leaves out: the picture window in the living room, which is a different size and a separate order. Should I add the picture window to this order, or keep these eight only? Do not promise a delivery week the factory has not confirmed.

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

Window replacement

Subject

Your window replacement estimate from Clearspan Windows

Hi Owen,

I sent the window replacement estimate for $9,200 earlier today. It includes eight double-hung windows, full-frame install, and interior casing. It does not include the picture window in the living room, which is a different size and a separate order.

Should I add the picture window to this order, or keep these eight only?

Thanks,
Nina Patel
Clearspan Windows

Questions

Is this the last windows 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 window replacement. Do not promise a delivery week the factory has not confirmed.

What will the customer see if QuoteLasso sends the window 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 $9,200.

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.