HVAC quote follow-up automation
Catch delays before customers do.
QuoteChaser gives small HVAC teams one follow-up queue, one timing plan, and one place to recover stalled estimates before they go cold.
0h
from quote sent to first nudge
0x
touches scheduled by default
0+
active quotes on the starter plan
Today's follow-up board
Wednesday dispatch view
Maple Family Dental
Replacement or service estimate · $1,280
West Harbor Storage
Replacement or service estimate · $245
Pine Creek Pediatrics
Replacement or service estimate · $860
Simple workflow
Stop chasing follow-up inside spreadsheets and memory.
Every stale quote stays visible
Your office sees who needs a text, who needs a call, and which estimate is slipping past the install window.
Follow-up timing is already drafted
Start with a simple sequence, then tweak the lag, owner alerts, and message cadence after signup.
Built for small HVAC teams
No dispatch board, no CRM migration, just the quote recovery layer your team can start this week.
What you get first
A focused system for quote recovery, not a full dispatch suite.
Quote queue
One list for every active estimate with next touch time, owner, and last reply context.
Follow-up sequence
Keep day 0 email, day 2 text, and day 4 call reminders consistent across the whole team.
Escalation rules
Flag higher-value installs after two silent touches so owners can step in before the job goes cold.
Simple team rollout
No field-service migration required. Start with the quotes you are already sending this week.
Why HVAC teams buy
Consistency beats one more spreadsheet tab.
“We finally know which estimate needs attention before the customer disappears.”
Estimator, 7-tech heat pump shop
“Instead of sticky notes, the team works from one follow-up queue.”
Office manager, residential HVAC contractor
“The call list is obvious now. That alone saves end-of-day cleanup.”
Owner, light commercial service company
“We finally know which estimate needs attention before the customer disappears.”
Estimator, 7-tech heat pump shop
“Instead of sticky notes, the team works from one follow-up queue.”
Office manager, residential HVAC contractor
“The call list is obvious now. That alone saves end-of-day cleanup.”
Owner, light commercial service company
“We finally know which estimate needs attention before the customer disappears.”
Estimator, 7-tech heat pump shop
“Instead of sticky notes, the team works from one follow-up queue.”
Office manager, residential HVAC contractor
“The call list is obvious now. That alone saves end-of-day cleanup.”
Owner, light commercial service company
“We finally know which estimate needs attention before the customer disappears.”
Estimator, 7-tech heat pump shop
“Instead of sticky notes, the team works from one follow-up queue.”
Office manager, residential HVAC contractor
“The call list is obvious now. That alone saves end-of-day cleanup.”
Owner, light commercial service company
Activation-ready first slice
Create an account, land in your dashboard, and review a ready-made quote queue in minutes.
The first trial includes a starter sequence, sample at-risk quotes, and a hosted checkout link when you are ready to keep the account live after trial.