For Canadian HVAC Companies

Your Estimates Are
Going Cold

You spend an hour on a site visit, write up a quote, send it, and then nothing. The customer goes quiet. A large portion of those jobs would have closed with a single follow-up text. Most HVAC companies never send it.

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The Problem

Most Estimates Die
From Silence

When a homeowner goes quiet after a quote, it usually doesn't mean no. It means they got busy, they're comparing you to one other company, or they need a small nudge. A single follow-up text, sent at the right time, closes a significant portion of those jobs. Most HVAC companies never send it.

Most never follow up

Even once

The job is done, the quote is sent, and the ball is in the customer's court. Most HVAC companies leave it there and move on.

$3–8K

Average HVAC install value

Every estimate you don't follow up on is a $3,000–$8,000 job you did the hard work to earn and then left on the table.

48 hrs

When we send the first follow-up

Early enough that you're still top of mind. Late enough not to feel pushy. That's the window we designed for.

Without follow-up automation

Spend an hour on a site visit.
Write up a $5,000 quote. Send it.
Wait. Customer goes quiet.
Busy season picks up. You forget to follow up.
Two weeks later they booked someone else.
You never knew you were one text away.

With follow-up automation

Spend an hour on a site visit.
Write up a $5,000 quote. Send it.
System queues follow-up for day 2.
"Hi [Name], any questions on the quote?" Sent automatically.
Customer replies. Call booked.
Job closed. You were never going to remember to text.

How It Works

Two Follow-Ups.
Fully Automatic.

The sequence runs until you get a reply, yes, no, or not yet. Once they respond, the automation stops and the conversation moves to you.

Quote sent, sequence starts

When you mark an estimate as sent (in your software or via a simple trigger), the follow-up sequence starts automatically. No extra steps for you.

Day 2: "Any questions on the quote?"

A friendly, non-pushy text goes out 48 hours later. Short, conversational, easy to reply to. Not a wall of text, just a human-sounding check-in.

Day 7: One last nudge, then done

If no reply after the first follow-up, one more text goes out at day 7. After that, the sequence closes. No spam, no hard sell, just two touches at the right time.

Stops automatically when the customer replies

Customizable message copy, sounds like you, not a bot

Works with any quoting tool or process

Sounds like you wrote it

We set up the message copy together on the setup call. It should sound like a text you'd send yourself, casual, direct, not corporate. We can adjust it any time.

No spam, ever

Two texts maximum per estimate, with a 5-day gap between them. The sequence stops the moment they reply. CASL compliant, consent was given when they asked for the quote.

Recovers real revenue

Even a 15% improvement in estimate close rate can add $30,000–$60,000 a year for a mid-sized HVAC operation. The automation pays for itself on the first recovered job.

Pricing