For HVAC companies, nationwide
Homeowners ghost your estimates. We follow up so your team doesn't have to.
Replacement quotes go quiet because nobody has time to chase them. We follow up on every one in your company's name, answer homeowner questions and set up revisits with your office.
Now send your open estimates
A screenshot or CRM export works. We need the job, price, date sent and last contact. Crop customer names if you like.
Got your estimates. Thanks.
Our team will email you within 1 business day with your one-page summary, or a quick question if anything's unclear.
Rather talk it through? Book a time.
Your free estimate review
One page that shows where every open estimate stands
Send a screenshot. Our team sorts every open estimate into still live, worth one more try or close it out, with a suggested next step for each, and drafts ready-to-send follow-ups for your top 3. If your screenshot shows notes, we use them too. It's yours to keep, whether you sign up or not.
Get my free review- Still liveHeard back in the last 2 weeks. Follow up this week.9
- Worth one more tryQuiet for 2 to 8 weeks. One more friendly check-in.17
- Close it outNo reply in over 8 weeks. Mark lost and clean up the pipeline.12
- Heat pump upgrade, $14,800Asked about financing 9 days ago
- Full system replacement, $16,200Wanted to compare one more quote
- AC and furnace, $11,900Said they'd decide after the holidays
Follow-up drafted for each, in your company's name
What your customers see
Your company's name, not ours
Every follow-up goes out under your company's name, in wording you approve.
Hi Sarah,
Just checking in on the AC and furnace estimate we sent on September 12. Any questions we can answer, or would a quick revisit to go over the options help?
If you've decided to go another way, just reply and let us know. It helps us improve.
Thanks,
The team at Your Company Heating & Air
How it works
What day one looks like
No CRM login and nothing to install.
An address on your domain, like estimates@yourcompany.com, with access for our team. We walk your office through setting it up. Homeowners see your name, and their replies land there.
ServiceTitan can email the report automatically. Any CRM export or a screenshot works.
Nothing goes out until you approve it.
Texts only from your business number, to homeowners who agreed to texts.
We send your office their details and preferred times within one business hour. Your office books it in ServiceTitan, and we confirm the time with the homeowner.
Who replied, revisits requested, quotes closed with the reason. Reply "sold" and we stop.
A person on our team answers every reply, Monday to Friday, 8 a.m. to 6 p.m. your time, usually within 2 hours. Evening and weekend replies are answered the next business morning. If a homeowner says their system is down, we pass it to your office right away.
We follow up. You run the job.
Price, scope and install dates stay with your team.
- We follow up on every open estimate, on a schedule you approve.
- We answer homeowner questions, like financing or what's included, only from information you give us, and set up revisits with your office.
- We close out every quote, with the reason when the homeowner gives one.
- We never negotiate price or change the scope.
- We never promise install dates or diagnose equipment.
- We never take payments.
$399 a month, flat
No per-lead fees, no cut of your jobs and no setup fee. Month to month, cancel anytime, and it ends with the month you've paid for. Covers one location and up to 100 open estimates. More than that? Just ask.
Questions
Anything else, email our team at hello@followupoffice.com.
Do I have to get on a call?
No. The free review happens by email. If you'd rather talk, book a call.
My CRM already sends follow-up emails.
Automatic reminders stop helping the moment a homeowner replies with a question. A person on our team answers from facts you approve and sets up the revisit with your office.
What do I send, exactly?
A screenshot, CRM export, PDF or simple list of your open estimates: the job, price, date sent and last contact. Crop customer names if you like; we don't contact anyone during the free review.
What happens to the estimates I send?
They're stored privately and used only for your review and, if you sign up, your follow-up. We never sell them or contact your customers about anything else. If you don't sign up, we delete them within 90 days. See the privacy policy.
Is there a contract?
No. Month to month, no setup fee, cancel anytime. You can stop follow-up on any estimate whenever you want.