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Quotes

Quiet quotes, nudged. HVAC estimate follow-up

Scout follows up HVAC estimates that went quiet: it finds the ones that stalled and drafts a short follow-up text from your shop.

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Example shop, the fictional Maple Street Heating & Air. The owner asks which big quotes went quiet. Scout lists three estimates over $4,000 with no reply in two weeks or more, $20,070 together: a $9,600 heat pump, a $6,150 furnace and a $4,320 mini-split. It shows the follow-up it would send each one, naming their job, and says it stops once a customer replies, books or pays. Nothing goes out until the owner says so. The owner says send it. The next day Megan Foster asks whether the quote includes a new thermostat, and Scout passes the pricing question to the owner.

App screens show an example shop.

The problem

The estimate went out. Then nothing.

The customer said they'd think about it, the office got busy, and nobody followed up. A quiet quote isn't always a no, but without a follow-up the decision gets made without you.

Scout fixes that.

Scout works from the estimates already in ServiceTitan, Housecall Pro or FieldEdge, so the follow-up no longer depends on someone remembering it.

Step by step

How Scout does it

  1. Find stalled quotes

    Estimates with no reply or decision.

  2. Draft the follow-up

    About the job they asked about, in a line or two.

  3. Jobs reported

    Scout reports the jobs booked afterward.

Your call

What you control

  • Outreach waits for your approval. Before it goes out, you see who is included, who is left out and why.
  • Scout stops texting a person once they reply, book or pay.

Outreach

Your list. Your words.

You choose who Scout reaches, what it says and when. Ask and adjust in Scout Chat, then approve on the campaign page.

Example shop. The owner checks the quote follow-up list, message and sending hours before approving.

FAQ

Straight answers.

Read the guides:

More questions: Estimate follow-up, question by question

See also:

How soon after sending a quote should I check in?

While they still remember the visit: a first check-in within a few days, then another after about a week if it's still quiet. Big replacement quotes can take longer to decide, so give those more room.

Timing your estimate check-ins

How do I word a follow-up on a big replacement quote?

Name the job, offer to answer questions about the options, and give one easy next step. For example: "Hi, it's [your shop] about your system replacement estimate. Any questions I can answer?" Keep pricing back-and-forth for someone who knows the job.

Making a big quote easier to say yes to

How many times should I follow up on an HVAC quote?

A few times, spaced out, and then stop. Repeated chasing wears out customers who've already decided, so stop as soon as they reply, book or tell you no.

Knowing when to let a quote go

See which quotes are still on the table.

We'll walk through how Scout gets jobs booked and invoices paid.

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