Send your estimate export
Upload a spreadsheet with the estimate date, job type, amount, last contact, and any notes that affect the next step. Estimate IDs are enough to match records.
For HVAC contractors
Follow up on quotes before they go cold.
Send your open estimates once a week. Get a prioritized follow-up list and ready-to-send emails your team can use right away.
How it works
Get your weekly follow-up list
Receive a ranked list of open quotes, a next step for each, and reviewed, AI-assisted email drafts for estimates ready for follow-up.
Send from your own inbox
Your team sends the emails and handles replies. Include updated statuses in your next export so the report can track replies, reopened quotes, and bookings.
Weekly estimate follow-up
$299 / month
Up to 50 unique estimates per billing month. Weekly reports and email support. Billed monthly.
After checkout, look for an onboarding email with the spreadsheet template and submission instructions. Setup takes place by email and form.
Subscribe for $299/monthOnline signup is pending setup.
Questions
Do I need to give you access to my CRM?
A spreadsheet export is enough. Keep customer contact details in your system and use estimate IDs to match the drafts to your records.
What happens if an estimate has expired?
The report flags it for your team to check pricing and availability before contacting the customer.
Who sends the follow-up emails?
Your team sends them from its own inbox and stays in charge of pricing, scheduling, and customer replies.