HVAC Estimate Follow-Up CRM
HVAC Estimate Follow-Up CRM is an HVAC sales pipeline for heating, cooling and replacement contractors that tracks every open estimate. It replaces sticky notes and memory of which quotes to call. A free page shows the revenue that follow-up adds. Signed in, comfort advisors work each open estimate on a 2, 7 and 21 day call plan. Made for a sales manager. Clone it free and start with sample data.
HVAC Estimate Follow-Up CRM is a Taskade app kit built from one prompt: 4 projects that remember, 2 AI agents that think, and 4 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 4 projects, 2 AI agents, 4 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Follow-Up Coach and Follow-Up Coach Records. Its automations include Expire stale estimates, Weekday due calls and Monday advisor recap.
by @taskade
What you can do with HVAC Estimate Follow-Up CRM
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How HVAC Estimate Follow-Up CRM works
- Expire stale estimates: when Daily stale estimate check, then Find stale estimates and Mark stale estimate expired.
- Weekday due calls: when Every weekday at 8 AM, then Find calls due today and Format due call list.
- Monday advisor recap: when Every Monday at 9 AM, then Prepare weekly advisor recap and Email weekly advisor recap.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Follow-Up Coach, Follow-Up Coach Records
- Automations: Expire stale estimates, Weekday due calls, Monday advisor recap
- Workspace: 4 projects, 2 AI agents, 4 automations