# HVAC estimate follow-up implementation worksheet
Guide: https://revsetlabs.com/resources/hvac-estimate-follow-up-automation/
Business: __________   Estimator/owner: __________   Date: __________

## Pilot scope
Estimate type and sent-date cohort:
Quote system and authoritative status record:
Definition of one quote/project versus alternative options:
Required fields: quote ID, version, approved scope/amount/currency, sent time, valid-until date, recipient, contact permission and owner.
Excluded records: drafts, unsent, expired, accepted, disputed, declined or paused estimates.

## Sequence specification
For each step, record purpose, timing, eligible channel, message, pre-send conditions and uniqueness key:
1.
2.
3.
Customer-agreed follow-up date overrides:
End-of-sequence review action:

## Stop-rule acceptance checks
Record expected behavior, actual result, quote/version ID and reviewer:
- Reply arrives immediately before the scheduled send.
- Customer accepts, declines or opts out.
- Quote is revised while the old version has a queued reminder.
- Estimate expires before send time.
- Owner pauses, then imports/updates the same contact again.
- Delivery fails.
- Same event is replayed.
- Current quote status cannot be retrieved.

## Handoffs
Estimator response task and backup:
Acceptance -> deposit/scheduling policy:
How payment and installation confirmation are independently verified:
Who may resume a paused sequence:

## Cost and evaluation
Setup: ___  Software/usage: ___  Monitoring/support: ___  Staff handling: ___
Sent quote cohort: ___  Replies: ___  Accepted: ___  Declined: ___
Revised/expired/open: ___  Completed jobs: ___  Collected payments: ___
Change in advertising, season, capacity or pricing during comparison:
Pause procedure, review date and unresolved launch blockers: