Free for HVAC companies

Estimate follow-up scripts for HVAC companies

A system replacement is a big-ticket decision, and tune-ups are easy for past customers to forget. These scripts cover the replacement estimate, maintenance plan offers, seasonal tune-up reminders, and estimates that went quiet, written the way an HVAC company actually talks.

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13 scripts in 4 moments, plus 6 tips. Free.

Replacement estimate follow-up

Homeowners comparing bids often go with whoever follows up first and clearest.

  1. TextSame day the estimate is sent

    Hi [First name], this is [Your name] with [Company]. Here's your system replacement estimate: [link]. Take your time, and reply or call anytime with questions.

  2. EmailSame day, by email

    Subject: Your system estimate from [Company]

    Hi [First name], Attached is the estimate for [job or service], covering the equipment, installation, and warranty we discussed. If you're comparing more than one bid, happy to walk through what's included so it's an easy comparison. Just reply here or call [Company]. [Your name]

  3. Call2 days later, if no response

    Hi [First name], it's [Your name] with [Company], following up on the system estimate. Wanted to see if you had questions, or if there's anything I can clarify to help you compare it against other bids.

  4. VoicemailIf the call goes to voicemail

    Hi [First name], it's [Your name] with [Company], checking in on your system estimate. I'll send a text as well in case that's easier. Call back anytime, happy to help.

  • Maintenance plan offers3 scripts
  • Seasonal tune-up reminders3 scripts
  • When the estimate goes quiet3 scripts
  • Making them work6 tips

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Two people talking through a plan at a table by a window