J-01 For HVAC companies in Ontario
HVAC estimate follow-up that actually happens
Every quote you wrote in the last twelve months is either a job or a no. Most sit in between, in the CRM, waiting for someone to ask.
Illustration, not a customer photo.
Why it slips
Your techs quote a furnace replacement, leave the driveway and start the next call. The office is busy with today. Nobody owns the quote, so it waits, and the homeowner books whoever followed up first. It is nobody's fault: follow-up is simply nobody's job.
- Furnace replacementQuote open 41 days
- Checking in on your furnace quote. Want us to hold a spot this week?Tue 9:14 am
- Can you do Thursday?Tue 11:02 am
What we do
- We pull every open estimate from the last 12 months out of your CRM, field software or quote book.
- We work each one as your office, by phone, and by text where the anti-spam rules allow, at a pace that respects the homeowner.
- Replies that want a time get booked on your calendar. Firm no's get closed out, so your pipeline is honest.
- Your Monday brief shows what moved, what booked and which quotes need you personally.
Quotes stop dying quietly. Every one ends in a booked job or a clear no, and you stop wondering how much work is sitting in your CRM.
Estimate follow-up
Questions owners ask
Something else? Ask it on the call, or write to hello@helviongroup.com.
Do you call homeowners as Helvion or as my company?
As your office. We work inside your CRM and speak for your business, the way your own office manager would.
How far back do you go?
Every open estimate from the last 12 months gets worked.
Home for dinner.
The office keeps running after you leave the job. Start by seeing what it costs you now.