Estimate follow-ups
Open estimates get a timely, courteous follow-up by email or text, and the sequence stops as soon as a customer replies so a person can pick it up.
HVAC office automation
Custom automation for HVAC offices.
Relay Automation designs, builds and manages automation around how your office already works: estimate follow-ups, email and text coordination, call tracking, and the routine admin that keeps a service business moving.
- Estimate sentPicked up from your process
- Recap emailNext business morning
- Check-in textDays later, local hours only
- Customer repliesAutomation pauses; your team takes over
Illustration of a typical sequence. Timing and wording are set with you.
What Relay Automation sets up
Each project is built for one company's process. These are the areas it usually covers.
Email and text coordination
One conversation per customer across email and text, with sensible spacing, the customer's local quiet hours, and opt-outs respected on every channel.
Call tracking
Missed calls become callback tasks, call outcomes are logged, and automated follow-up pauses when a conversation needs a person, where your phone system allows it.
Office workflows
New inquiry routing, appointment confirmations and reminders, maintenance-agreement renewals, and a simple owner view of what is pending.
How it works
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1
Discovery
A short call to understand how estimates, inquiries and follow-ups move through your office today, and which systems hold that information.
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2
Build
Relay Automation sets up the workflows around your existing process, where your current systems allow it. You approve the wording, the timing and who handles what.
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3
Run and maintain
Workflows are monitored and adjusted after launch. Anything uncertain is routed to a person instead of being guessed.
How the work is done
Automation should take routine work off the office, not make decisions it shouldn't.
- You approve every message template before anything is sent.
- Customer replies always reach a person.
- Opt-outs are honoured on every channel.
- Connections to your software are confirmed during discovery, never assumed.
- Each workflow keeps a record of what it did and why.
Start a conversation
Send a short note about your company and how follow-ups are handled today. A brief call is usually the best way to see whether automation fits your office.