HVAC estimate follow-up for small teams

Catch delays before customers do.

Stop losing estimates to forgotten follow-ups. Turn every quote into a simple daily call list, then get one AI-written nudge built from your queue and service area.

1 view

Know who needs a call today

30 sec

From signup to first live queue

HVAC technician discussing an estimate with a homeowner

Built for owner-operators and office managers

Quote Nudge is the smallest possible follow-up system for HVAC estimates. If your team still tracks leads in spreadsheets, text threads, or broad field-service tools, this gives you a focused queue instead of more admin.

Log an estimate fast

Save customer name, contact info, amount, notes, and the next follow-up date in one lightweight form.

See who is due today

The dashboard separates overdue and due-today estimates so nothing slips past the crew between jobs.

Know what to say

Your daily AI nudge turns today’s queue into a personalized follow-up message you can send right away.

What the first slice includes

Email and password signup, onboarding, cookie-based auth, estimate tracking, one-click status updates, and a daily AI coaching note grounded in your real open estimates.

Simple enough to keep using

Starter is for a single user at one location. Team fits up to five users. Multi-location covers branches that need a shared process.