Get your evenings back: HVAC quote follow-up that happens while you're at supper
Your evenings back. People search for quoting follow-up because the estimate left the driveway and nobody called back. Your job program writes the quote. That’s the book. The leak is the follow-up. Vee is the crew member on quotes. Same-day from the price book, then a chase, so you are not writing it at 9 PM. Crew of 3 is $379/mo CAD. Most shops start with Vee on quotes and invoices.
How HVAC quote follow-up works when the crew does it
Quote out while they still remember
Same day, from the price book. Not a PDF written at 9 PM four days later.
Check if they opened it
The estimate left the driveway. Somebody has to see whether it was even read.
A plain call or text if they did not book
Follow-up on a schedule, not whenever someone remembers at 9 PM.
Price questions hit the owner
Vee does the chase. You approve the gates.
Vee does that. You approve the gates.
Keep your dispatch board. The crew does the chasing.
Keep what you run jobs in. The crew works beside it through your inbox and email.
Run FieldEdge? Keep it. See FieldEdge vs a crew →Crew of 3: $379/mo CAD, month to month
Crew of 3 is $379/mo CAD. Full Crew is $579/mo CAD. Month to month.
What sits when nobody follows up a quote (illustrative example)
Illustrative only — not a customer story.
Quotes go out four days late because they get written at 9 PM, and about a third are never followed up.
With Vee, quotes go out the same day from the price book, and invoices get chased on a schedule.
Illustrative only. Not a testimonial, not a named shop, not a review.
HVAC quote follow-up questions
Do I need new quoting tools for HVAC quote follow-up?
No. Keep writing quotes the way you do now. Vee takes the quote from there: sends it the same day from your price book, checks whether the customer opened it, and follows up with a plain text or email on a schedule. You don't learn anything new. The chase just stops waiting for you at 9 pm.
Does quote follow-up replace my office person?
No. The crew covers what falls through: the quote that sat for four days, the customer nobody called back, the invoice nobody chased. Your office person keeps running the shop and handles the conversations that need a person who knows your customers. Everyone gets hours back because the follow-up no longer depends on someone remembering.
Do you do HVAC quote follow-up for shops across Ontario and Canada?
Yes. Vee follows up HVAC quotes for shops in all ten provinces and three territories, in English or French, on your local time. That includes Hamilton, Niagara, the GTA, Ottawa and London in Ontario, and shops out west and down east. There's no storefront, so the crew works with you by chat and email.
I run FieldEdge. Do I have to leave it?
No. Keep FieldEdge. It runs the job, dispatch and the price book. The crew works beside it through your shop inbox and email and chases the quote that sat, without you at the desk after supper. We don't claim a direct FieldEdge connection. See FieldEdge vs a crew at getcrewforgeai.com/compare/fieldedge for the side-by-side. FieldEdge vs a crew →
How fast should an HVAC quote be followed up?
Same day is the goal, while the homeowner still remembers the tech and the furnace in their basement. Then a second touch on a schedule if they haven't booked, not whenever someone remembers. That's the part most shops can't staff for. Vee keeps that rhythm, and price questions still come to you.
The quote left the truck. Get your evening back while it gets chased.
Vee sends it the same day and follows it. You approve the gates.