HVAC estimate follow-up, so no quote goes cold

Stop losing jobs to estimates nobody followed up on. EstimateDeskHQ follows up on every estimate and new lead for you, quickly and politely, until the customer books or says no.

Start your free 14-day pilot

No cost for 14 days. No contract. Keep going only if it's working for you.

See how it works · Why HVAC estimate follow-up matters

Unfollowed estimates are lost jobs

Your techs are busy

After the visit, the estimate goes out and the next call comes in. Following up slips.

Homeowners shop around

Customers often get more than one quote. The shop that stays in touch is often the one they remember.

The office can't chase everything

Calls, scheduling and billing come first. Open estimates sit in a folder until they go cold.

How it works

  1. 1

    Connect your estimates

    We set up with how you send estimates and take leads today. No new software for your team to learn.

  2. 2

    We follow up for you

    Every open estimate and new lead gets timely follow-up messages, drafted with AI in your company's voice.

  3. 3

    You get the booked jobs

    When a customer is ready, they're handed to your office to schedule. You see what was sent and what came back.

More on how it works

What you get

  • Every estimate gets followed up. Nothing falls through the cracks.
  • Faster replies to new leads. Respond while the customer is still deciding.
  • Less busywork for the office. Your team handles customers who are ready to book.
  • Sounds like you. Messages match your company's tone and services.
  • Clear reporting. See which estimates were followed up and which turned into jobs.
  • Built for HVAC. Made for service businesses, not generic sales teams.

The free 14-day pilot

Days 1–14: free

We set everything up and follow up on your real estimates and leads. You pay nothing.

Day 14: you decide

We review the results together. If you're satisfied, you move to a monthly retainer. If not, you walk away.

Start your free 14-day pilot

Questions

What does the pilot cost?

Nothing. The 14-day pilot is free, with no contract.

What happens after 14 days?

If you're happy with the results, you continue on a monthly retainer. If not, there's nothing to cancel.

Will customers know it's AI?

We use AI to draft follow-up messages in your shop's voice. A person reviews replies and helps your office handle customers who are ready to book.

Do I need new software?

No. We work with how you already send estimates and receive leads.

How much does the retainer cost?

Pricing depends on your shop's size. We'll go over it during the pilot review, before you commit to anything.

Start your free 14-day pilot

Tell us about your shop and we'll be in touch to get you set up.