A broken system and a new-system quote need different follow-up. These texts handle both, with an honest repair-versus-replace recap in the middle.
By the BlueSmith team · Updated
Use the repair texts for service calls and the quote texts for replacement leads. Don’t mix them in one sequence.
Fill the brackets with the real equipment, age, and prices from the visit. The recap only works if it’s specific.
Stop the texts when the homeowner replies, books, or opts out, and have a tech or comfort advisor answer.
Written by BlueSmith as examples. Not client messages or results.
Only text homeowners who opted in. Name the business and include the opt-out line in the first message.
Hi [First name], this is [Your name] at [Company]. Got your request about the [AC / furnace / heat pump] at [address]. I’ll call in a few minutes to set up a visit. Reply STOP to opt out of texts.
Be straight about timing. If you can’t get there today, say so and give the real next opening.
Hi [First name], [Company] here. Sorry the AC is out in this heat. Our next opening is [day and time]. Meanwhile, it’s worth checking the thermostat is set to cool and the breaker hasn’t tripped. Want me to hold that slot? Reply STOP to opt out of texts.
Hi [First name], [Your name] with [Company]. Thanks for asking about a new system. To give you a real number, [Comfort advisor] will look at the current equipment, the ductwork, and any rooms that run hot or cold. What day works? Reply STOP to opt out of texts.
Hi [First name], tried you about the [system]. Is it fully down, or running but not keeping up? That tells us what to bring. Book here if easier: [booking link]
Lay out both options fairly. Homeowners trust the tech who doesn’t push the bigger ticket.
Hi [First name], thanks for having us out. Quick recap: Repair: [fix], about [price]. The unit is [age] years old, so [honest outlook]. Replace: [system option], about [price], [warranty or efficiency note]. Both are reasonable choices. Happy to talk it through.
Hi [First name], one more thing from the visit: you mentioned [the upstairs runs hot / the back bedroom stays cold]. The quote includes [fix] for that. Want me to explain how it works before you decide?
Send only if you actually offer financing, and describe it accurately.
Hi [First name], some homeowners ask whether a new system can be paid over time. [Your financing details.] Happy to send specifics or answer questions.
Hi [First name], I’ll stop checking in on the [system] quote for now. If the old unit acts up again or you want to revisit, text here and we’ll pick it back up.
Send to homeowners who got a replacement quote and didn’t move, ahead of the first real hot or cold stretch.
Hi [First name], it’s [Your name] at [Company]. We quoted a new [system] for you back in [month]. With [summer / winter] coming, is the current one still keeping up? If not, we can update the quote.
A no-cool call in July and a planned swap in March aren’t the same lead. Put a number on the install leads that keep your crews busy.
Each lead is worth (revenue): $1,960
$14,000 project, 40% margin, 40% of leads booked, 35% of estimates closed.
See what we’d build for these numbersStarts with example numbers. Change them to yours. Arithmetic only, not a promise of results.
No. Lay out both options with honest numbers and let the homeowner choose. A tech who recommends repair when it makes sense earns the replacement later, and the trust that comes with it.
Within minutes. A homeowner sitting in a hot house is calling the next company if they don’t hear back. Just make sure the opening you offer is real.
Because that’s when the decision comes back. A system that limped through spring often fails in the first heat wave, and a homeowner who already has your quote is likely to call you first if you’ve stayed in touch.
The tech or comfort advisor who was in the house. The homeowner met them and saw the equipment with them, so the recap reads as advice rather than a sales message.
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