QuoteLoop

QuoteLoop for HVAC and AC companies

Quote follow-up for HVAC and AC companies

Replacement quotes for AC units and furnaces are expensive, so customers think them over. When the weather turns, they call whoever is top of mind. A short, well-timed follow-up keeps that someone you.

Free for 14 days, then $24.99 a month. No credit card to start.

Marcus · AC service, 3 units · $640Follow-up due

Example follow-up

Hi Marcus, just checking you received our quote for servicing your three AC units. Happy to line up a weekend slot if that's easier before the hot weather arrives.

You edit it, then send it or copy it. Nothing goes out on its own.

Why quotes go cold for HVAC and AC companies

  • System replacements are big purchases that get put off
  • Customers wait for the next heatwave or cold snap to decide
  • Your techs are in the field, not following up on estimates

How QuoteLoop helps

  • Add the quote, and QuoteLoop schedules the follow-ups
  • Get a draft that fits the stage of the quote
  • Send it from QuoteLoop, or copy it to a text or WhatsApp
  • Mark the job won or lost, and see your win rate

Keep quoting the way you do now. QuoteLoop sits alongside your quoting tool, your spreadsheet or your paper pad and makes sure the follow-up happens.

Your follow-ups for the day, in one place

Overdue, due today and coming up, with a draft one tap away. On your laptop or your phone.

The Follow-ups page: one overdue follow-up, two due today and four coming up

What a lost quote really costs

A quote that goes quiet isn't always a "no". Often the customer just got busy, and the job goes to whoever checks in first.

Examples use a $2,500 job. Your numbers will differ, but the sums work the same way.

What your customer receives

A plain, personal email with your business name on it, not a newsletter.

  • It arrives from "Your Business via QuoteLoop", sent from QuoteLoop's verified mail domain.
  • When they reply, it goes straight to your own inbox.
  • One message to one customer, only when you click Send. Up to 100 a month, or copy the message to WhatsApp, text or your own email as often as you like.
Example of a follow-up email as the customer sees it
From
Northside Home Services via QuoteLoop
Subject
Following up on your quote: AC service, 3 units

Hi Marcus,

Just checking you received our quote for servicing your three AC units. Happy to answer any questions, or line up a weekend slot if that's easier.

Best,
Ana Rivera, Northside Home Services

You're receiving this because you requested a quote from Northside Home Services. Just reply to this email to respond.

One simple price

Try everything free for 14 days. No credit card to start, no setup fee and no contract.

If QuoteLoop helps you win back even one job a month, it has paid for itself many times over.

QuoteLoop

$24.99/ month

Free for 14 days, then $24.99 a month.

  • Unlimited quotes and customers
  • Follow-up reminders on the schedule you choose
  • AI follow-up drafts (up to 50 a day)
  • Send up to 100 emails a month from QuoteLoop
  • Copy any message to WhatsApp, text or your own email
  • Won/lost tracking, pipeline and customer list
  • Works on your phone, no app to install
  • Export everything to CSV, any time
Start 14-day free trial

No credit card needed to start your trial.

QuoteLoop for other trades

Win more of the jobs you quote

Add your open quotes, and QuoteLoop tells you who to follow up with and when.

Start 14-day free trial

Free for 14 days, then $24.99 a month. No credit card to start.

Start 14-day free trial

Then $24.99/month. No credit card to start.