Heating and cooling · Carbonset
Replacement quotes don't wait for the first cold night.
A boiler, a condenser, a rooftop unit: replacements are the biggest checks your customers write all year, and they get three bids. The shop that answers questions first usually gets the job.
Where quotes go missing.
Between October and January the phones ring all day, and half the no-heat calls end in a replacement estimate. Those estimates go out from the truck at 7 pm and then sit, because the office spends the next morning booking more no-heat calls.
By the time anyone calls back, the customer has two other quotes and a brother-in-law with opinions. The one who explained the quote first is usually the one who gets the deposit.
A real quote.
Rooftop unit replacement, 10 ton, gas heat
| Item | Qty | Price | Line |
|---|---|---|---|
| Rooftop unit, 10 ton, gas heat, set and connected | 1 | $22,600.00 | $22,600.00 |
| Crane lift, 4 hours | 1 | $2,800.00 | $2,800.00 |
| Curb adapter | 1 | $1,400.00 | $1,400.00 |
| Startup, test and balance | 1 | $1,000.00 | $1,000.00 |
| Permit and inspection | 1 | $600.00 | $600.00 |
| Total | $28,400.00 | ||
The cadence we'd start you on.
Replacement, heating season · starting point
- Day 1Text18:00Any questions on the quote? Happy to walk you through it.
- Day 3Email7:30Install window and what happens on the day the heat is off.
- Day 6Call task9:00Call. Ask about timing, not price.
- Day 12Text10:00Still want us to hold your install slot?
When it gets busy.
When the first cold snap hits, switch to the shorter heating-season cadence in Cadences. Quotes sent that week get a text on day 1 instead of day 2, and the call task moves up to day 6. Switch back in March.
Replacement estimates go out from the truck at night, after the last no-heat call. Send them before you leave the roof, and the day 1 text is already scheduled when the office opens.
Questions from heating and cooling shops.
Can techs send from a basement with no signal?
Yes. Drafts save on the phone and send when it finds signal again. The quote's timeline shows when it actually went.
Do good, better, best options work for equipment tiers?
That's what they're for. Each option has its own lines, total and deposit, and the customer picks one when they sign.
Can we quote yearly service agreements?
Yes. Use a line priced per year and tag the quote Recurring. It shows as /yr on the customer's copy.
Start with the replacement, heating season cadence.
Pick heating and cooling when you sign up and it is loaded before your first quote.