How EstimateDeskHQ works

Managed HVAC estimate follow-up for independent shops, in three steps.

  1. 1

    Connect your estimates

    We set up with how you send estimates and take leads today. No new software for your team to learn.

  2. 2

    We follow up for you

    Every open estimate and new lead gets timely follow-up messages, drafted with AI in your company's voice.

  3. 3

    You get the booked jobs

    When a customer is ready, they're handed to your office to schedule. You see what was sent and what came back.

What to expect

Messages in your shop's voice

We use AI to draft follow-up messages in your shop's voice, matched to your company's tone and services.

A person handles the replies

A person reviews replies and helps your office handle customers who are ready to book, so your team spends its time on customers who want to schedule.

Clear visibility

You can see which estimates were followed up, what was sent, and what came back.

Starting with a free pilot

Every shop starts with a free 14-day pilot with no contract. At the end, we review the results together. If you're satisfied, you continue on a monthly retainer; if not, you walk away. Read more about HVAC estimate follow-up and the pilot.

Try it free for 14 days

No cost and no contract during the pilot. If you're satisfied with the results, you continue on a monthly retainer.

Start your free 14-day pilot