HVAC estimate follow-up calls, handled by an AI voice agent
An estimate goes out on Friday. The homeowner says they will think about it. Then the shop gets busy and nobody calls back.
Brady is an AI voice agent that can place those follow-up calls. This page explains how that works in a live deployment, and what the demo on this site does and does not do.
What the demo covers
Inbound only in the demo. The demo line answers inbound calls and captures a lead. Estimate follow-up is how a live deployment behaves. The demo does not place outbound calls.
Why open estimates go quiet
Follow-up is the first job to slip when a crew is busy. The office is on the phone, the techs are in crawlspaces and on roofs, and a quote from last week does not feel urgent. A follow-up call is small and easy to put off.
That is the work Brady is built to take.
How a follow-up call works in a live deployment
After an estimate goes out, Brady follows up until the estimate closes. Your shop sets the cadence, the hours Brady may call, and when it stops. On each call Brady does five things:
- It confirms it reached the right person
- It asks whether they are still planning the project
- It asks what is holding the decision up: the price, the timing, or another quote
- It records the answer in plain words
- It offers a conversation with your estimator
The goal is to learn the real objection.
What Brady does not do on these calls
Brady does not negotiate. It does not quote a price, offer a discount or describe financing, because it only knows what your shop tells it. It does not pressure anyone. If the homeowner says no, Brady records that and stops.
What the estimator sees
Each call leaves a short note on the deal: reached or not, still interested or not, the stated objection, and any callback time. Where a build connects to your CRM, that note sits on the customer record. The estimator reads it before the next conversation instead of starting cold.
Brady is also told how estimates work at your shop. In the example business, replacement jobs get a free in-home estimate, and for repairs a diagnostic visit comes first, with the technician explaining the cost before any work starts.
Example: following up on a replacement estimate
Outbound call about a furnace replacement estimate (illustrative example)
Illustrative example. Summit Heating and Air is an example business, not a customer. This is an outbound call in a live deployment.
Brady: Hi Dana, this is Brady calling from Summit Heating and Air about your furnace replacement estimate. Is now a good time?
Caller: Sure. We haven't decided yet.
Brady: That's fine. Are you still planning to replace the furnace this season?
Caller: Probably. We're comparing it with another quote.
Brady: Thanks for telling me. Is the main question the price, the timing, or how the two quotes compare?
Caller: Mostly how they compare.
Brady: I'll note that. Would you like a time to talk it through with our estimator?
Caller: Yes. Thursday evening works.
Brady: I'll ask our estimator to call you Thursday evening, and I'll note that the comparison is the open question.
The objection (comparing two quotes) and a Thursday evening callback recorded on the deal.
Getting this for your shop
Connect Helm builds the follow-up rules with you: the cadence, the calling hours and who takes the handoff. It connects to the calendar and CRM you already use, set up per client.
Cost depends on call volume, locations and what gets connected, so the build is quoted after one conversation. See the packages. Brady also answers inbound calls. The after-hours answering page covers that side.
Keep reading
Built by Red Ridge AI with Connect Helm.