Example HVAC shop · Week ending October 30, 2026
| Priority | Estimate | Quoted | Last contact | Next step |
|---|---|---|---|---|
| 1 | HV-1042 · Heat pump replacement | $9,450 | Oct 23 | Ask whether installation timing is still the deciding factor. |
| 2 | HV-1038 · AC replacement | $7,680 | Oct 20 | Ask whether they still want to discuss payment options. |
| Hold | HV-0997 · System replacement | $11,200 | Oct 2 | Confirm current price and equipment availability before sending anything. |
Subject · Timing for your heat pump replacement
Hi [First name], I wanted to check in on the heat pump estimate we sent over. You mentioned timing was a factor. Is there a week that works best for you? I can check our schedule once I know what you have in mind.
Thanks,
[Your name]
Subject · Your AC replacement estimate
Hi [First name], when we last spoke, you asked about payment options for the AC replacement. Would you still like to go over the options available for your estimate? Reply here and I can help.
Thanks,
[Your name]
Update the status column in your next export so we can report what happened after follow-up.
| Estimate | Follow-up sent | Latest outcome |
|---|---|---|
| HV-1024 | Oct 22 | Booked Oct 27 · $8,250 estimate value |
| HV-1021 | Oct 21 | Replied · Asked for an updated scope |
| HV-1016 | Oct 21 | Closed · Customer declined |
Illustrative outcomes. Booked estimate value represents the quoted amount.