Quote follow-up · HVAC, plumbing & electrical — Every unsold quote gets followed up, and every question reaches the estimator
HVAC quote follow-up automation sends timed texts or emails after a tech or comfort advisor leaves an estimate. Each message links to the options to approve, and the series stops as soon as the homeowner replies. Questions about financing, warranty or install details go to the person who quoted the job.
Open quote · water heater
Thu 10:00 amThen
The plumber explains it does need a new gas line, and she approves the standard tank from the link.
Why it matters
Why hvac, plumbing & electrical add this
Big-ticket quotes like a new heat pump, water heater or panel upgrade are rarely signed on the spot. Homeowners compare, ask a spouse and look at financing, and an estimate nobody follows up on usually goes to whoever called back.
Comfort advisors mean to follow up, but they're in homes all day. An automated series keeps every open estimate in front of the homeowner, politely, and hands the conversation back to a person the moment they reply.
Example · illustrative
A plumbing company with an open water heater quote
On Tuesday a plumber leaves a homeowner a good, better and best quote for a new water heater. On Thursday she gets an automated text with a link to the options in Housecall Pro. She replies asking whether the tankless option needs a new gas line. The follow-ups stop, and the plumber sees her question on the job. He answers that it does and explains why, and she approves the standard tank option from the link.
How it works
Step by step
- Starts whenA tech or comfort advisor sends an estimate from the field software
- 1Step 1Start the seriesAn open estimate in ServiceTitan, Housecall Pro or Jobber starts follow-ups for that homeowner.
- 2Step 2Send timed messagesShort texts or emails go out on set days, each with a link to view the options and approve.
- 3Step 3Stop on any answerA reply, approval, decline or a closed estimate stops the series.
- 4Step 4Route the questionQuestions about financing, warranty or install details go to the tech or comfort advisor.
- A person decidesRevise or closeThe estimator decides whether to change the options, offer financing or close it out.
By hand today
- Techs leave options at the kitchen table and nobody checks back.
- Follow-up happens only when the board is slow.
- Unsold estimates pile up in the field software with no next step.
With the automation
- Every open estimate gets the same follow-up schedule.
- Homeowners can approve an option and sign from the link.
- Financing and warranty questions reach the person who wrote the quote.
- Homeowners who say no are asked why.
What it handles
What it does alone, and what it hands over
Sends on its own
A short series of texts or emails on set days after the estimate, each with a link to view and approve the options.
Stops on its own
Any reply, approval, decline or closed estimate ends the series.
Routes
Questions about financing, rebates, warranty and install details go to the advisor who quoted.
Reports
Open, approved and lost estimates by advisor, so the owner sees where quotes stall.
What stays with people
- The comfort advisor answers questions and revises the options.
- The owner decides on discounts and financing offers.
- Homeowners can opt out of messages at any time.
Systems it connects to
- ServiceTitan
- Housecall Pro
- Jobber
- FieldEdge
- QuickBooks Online
- Twilio
Cost
Typical cost for hvac, plumbing & electrical
Typical ranges as of October 2026. Not a quote.
Ready-made tool, set up by us
An existing platform on your own account, configured for your business.
- Setup, one timepaid to Lorryn
- $750–$1,500
- Tool subscriptionpaid to the provider
- $15–$75 / month
Fits when your process matches what the platform already does.
Custom build
Built around how you work, with no platform subscription. You own it.
- Build, one timebasic version to full version
- $2,000–$5,000
- Running costshosting and usage, on your accounts
- ~$25–$100 / month
Fits when your systems, rules or exceptions don't match a ready tool.
Optional Automation Care: $125 · $250 · $375 / month
1, 2 or 3 hours of support a month, with monitoring and alerts included. Without it, you run it yourself after handover.
Typically works with ServiceTitan, Housecall Pro, Jobber, FieldEdge.
Booking into or writing to ServiceTitan, Housecall Pro, Jobber adds up to $500 to the ready-made tool (often a built-in feature) and $500–$1,500 to a custom build.
Your price depends on volume, the systems involved and how many exceptions need a person. Our team confirms a fixed price before any work starts.
From our work
Heat pump & HVAC contractor
FAQ
Questions owners ask
A few short messages that stop on any reply rarely do. You set how many go out and how far apart.
Yes. An open estimate in ServiceTitan, Housecall Pro or Jobber starts the series, and an approval there stops it.
It can include a financing link or rebate note you approve. Questions about them go to the advisor.
Some field tools have basic follow-ups. We use those where they're enough and build only what's missing, like routing replies to the right advisor.
Close rate on estimates before and after, time to first follow-up, and how many quotes get a reply at all.
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