Automate end-to-end quote follow-up for HVAC businesses using Twilio SMS and your field-service CRM.
This AI agent tracks every quote sent to a customer and follows up automatically if there's no response within a set window. It sends a short, personal-sounding text referencing the specific job and quote, answers any questions the customer replies with, and books the appointment the moment they're ready. Every quote's status is updated automatically, so the office always knows which estimates are still open.
Automates quote follow-up end-to-end.
Monitors quotes for a response within a configurable window (e.g., 48 hours)
Sends a personalized follow-up text referencing the specific quote
Answers questions about pricing, financing, or timeline over text
Escalates to a second and third follow-up on a set cadence if there's still no response
Books the job the moment the customer confirms
Marks the quote as won, lost, or still open in your CRM
This AI agent eliminates the manual work of tracking and chasing open quotes, sending a consistent, timely follow-up sequence to every customer automatically. It recovers big-ticket jobs that would otherwise go cold from simple neglect.
A simple, three-step flow.
The agent notes the quote amount, job, and customer, and starts a response-window timer.
If there's no response, the agent sends a scheduled sequence of follow-up texts and answers replies.
The agent books the job on confirmation, or marks the quote closed after the sequence ends with no response.
A realistic use case with concrete timing and output.
Scenario: A customer gets a $6,200 quote for a new furnace and doesn't respond. Two days later, the agent texts: "Hi Sarah, following up on the furnace quote from Tuesday — happy to answer any questions or get you scheduled. Want me to check available install dates?" She replies asking about financing; the agent answers, and books the install for the following week.
Roles that gain practical value from this AI agent.
Get consistent follow-up on every quote without chasing it manually.
Recover big-ticket install and replacement jobs that would otherwise go cold.
Get a clear, always-current view of which quotes are still open.
Standardize follow-up quality across every technician who writes a quote.
Keep high-value system-replacement quotes warm through a longer decision cycle.
Protect the ROI on every estimate a paid lead turned into.
Key tools and what the AI agent does inside each.
Reads quote status and amount, and updates it once the job is booked or closed.
Sends the follow-up sequence and carries the two-way conversation.
Books the confirmed appointment once the customer is ready.
Logs every quote's follow-up history and outcome.
Six practical scenarios that this AI agent excels in.
Common questions about using the AI agent in workflows.
Set a response window on every quote, and let this agent send a scheduled text sequence automatically if the customer hasn't responded — no one has to remember to chase it manually.
Yes. The agent keeps following up on a set cadence, answering questions along the way, until the customer either books or explicitly opts out of further messages.
The cadence is configurable — a common setup is a follow-up at 48 hours, a second at one week, and a final check-in before the quote is marked closed.
The agent can handle straightforward objections like financing questions or timeline concerns; anything requiring real negotiation gets flagged to a human with full context.
Yes. A clear opt-out (like replying STOP) ends the sequence immediately and marks the quote as declined rather than open.
Yes, it reads quote status directly from your field-service software rather than requiring quotes to be entered anywhere else.
Automate end-to-end quote follow-up for HVAC businesses using Twilio SMS and your field-service CRM.