AI Follow-up for Home Services. The open proposal followed up until someone answers.
AI Follow-up runs the sequences that turn estimates into jobs: a thank-you after the estimate visit, a reminder when the replacement proposal is still open, a check after the first service call, a note to the lead who never booked. Each step is in the customer's language, and a reply stops it and alerts the comfort advisor or office.
TRY AI FOLLOW-UP FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Follow up open replacement proposals on days two, five and ten, then stop.”
Lisa“Done: open replacement proposals now get follow-ups on days two, five and ten; a reply stops it and alerts your comfort advisor.”
Any setting, in any module · applied only on your yes
How Home Services use it
A heat-pump proposal unopened after three days gets a short note, and the homeowner's question goes straight to the comfort advisor.
A lead from a call-me-back form who never booked hears from you again on days two and five.
After a first service call, the homeowner gets a thank-you with the maintenance plan explained, and replies to ask about it.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Sequences after a lead, a demo, a quote, a booking, by stage
- Presets suggested from your knowledge; the AI writes and tunes the steps with you
- A reply stops the sequence and alerts the owner; consent rules respected
- Templates in the customer's language; every touch on the customer's record
- Deliverability report: bounces, complaints, engagement
Add it to any contact channel — AI Phone, AI Chat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Follow-up does, for every business ›
Works withAI MarketingAI Auto-CallAI DemoAI QuotingAI Booking
Questions & answers
AI Follow-up for Home Services: questions & answers
How should HVAC companies follow up on replacement estimates?
With a short sequence that starts the day after the estimate visit. AI Follow-up writes the steps with you from your knowledge, sends them in the homeowner's language and hands the thread to your advisor the moment they reply.
Will follow-up e-mails respect opt-outs?
Yes. Consent rules are respected at every step, and a homeowner who opts out is not contacted by that sequence again. The deliverability report shows bounces and complaints so your sending reputation stays healthy.
Can follow-up stop automatically when the job is booked?
Yes. A reply stops the sequence and alerts the owner of the record, and sequences run by stage, so a homeowner who has booked moves out of the estimate sequence.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Home Services ›
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›
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