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HVAC Technician Guide

How to Automate Client Follow-Up Emails as a HVAC Technician

You just finished a diagnostic at the Miller place and found a failing heat exchanger. You told them you'd send a quote by 5 PM, but you're stuck in traffic on I-95. If you don't follow up fast, they might call someone else, and you lose the $2,400 job.

The Current Reality

The Manual Way

Typing quotes on your phone while parked or waiting until late to email from a laptop.

25 minutes per quote
  1. Pull over safely or wait until you get back to the shop to open your laptop.
  2. Look up the Carrier model number and current labor rates in your binder.
  3. Write an email explaining what the warranty covers versus what they pay for.
  4. Attach the PDF estimate and check the total before hitting send.

With Christine AI

The Christine Way

Record a voice note right after closing the furnace panel; Christine writes and sends the full quote while you drive to the next job.

You

Send a voice note: 'Miller house, heat exchanger cracked, model 58STA100. Warranty covers part only. Labor $1,200, total $1,850. Send quote now.'

Christine

Christine types out the note, figures the split between warranty and labor, and drafts the email with payment links.

You

Reply 'Looks good, send it' to Christine's preview message.

Christine

Christine sends the quote to the Millers and adds the opportunity to your Google Sheet pipeline.

Time Saved Per Week

4.5 hours per week

Back in your pocket every single week — just for this one task.

Real Example

See it in iMessage

Just text Christine like you would a friend.

9:41

Christine

AI Secretary

Voice note: Just left the Petersons. Furnace tune-up done, but found a cracked secondary heat exchanger on their 2016 Lennox. Need to send a replacement quote. Part is under warranty, labor is $950. Total $1,100 including disposal fee. Send them the breakdown.
9:41 AM
Got it. I drafted an email to the Petersons about the cracked heat exchanger, confirmed the part is covered under the 10-year warranty, and listed the $1,100 total for labor and disposal. Want me to send it now?
9:41 AM
Yes send it. Also set a reminder to check if they approve by Tuesday so I can order the part Wednesday morning.
9:42 AM
Email sent. I added a follow-up task for Tuesday at 9 AM to check their status. If they haven't replied by then, I'll draft a nudge message for you.
9:42 AM
Get Started Today

Stop doing this manually.
Let Christine handle it.

Christine is your AI secretary, available 24/7 via iMessage. One flat rate — no per-action fees, no learning curve.

Try Christine for $49/mo

7-day money-back guarantee. No credit card to start.

Works via iMessage3-minute setupCancel any timeReal humans in support