# Estimate Recovery Playbook

> HVACAutomate follows up with unsold HVAC estimates so replacement, install, and repair opportunities do not sit untouched in the CRM.

## What problem does this solve?

Every unsold estimate represents revenue that may still be recoverable. HVAC teams often do not have time to manually chase every quote.

## What does the playbook do?

- Identifies unsold estimates
- Sends timed SMS and email follow-ups
- Offers to answer questions about timing, financing, or options
- Routes interested homeowners back to the office
- Marks uninterested customers as declined when appropriate

## Example follow-up

"Hey John, checking in on your furnace replacement estimate. Want us to help you get that scheduled before the cold front hits?"