Everything in Quote Closer Desk, plus the part most shops never get to: members who pay monthly, every unit you install on file, weather alerts and a comeback wave to past customers. One text at 7am tells you what moved.
From $7,500 setup + $2,497/mo, exact quote on the call. For service and replacement shops with about 500 or more past customers. See if it fits
Morning, Sam. Here's what moved since yesterday.Kestrel Heat & Air
Tap a line to open it.
Friday scorecard, week 11.Same numbers live on your dashboard
Money back since you started
$41,800
Counts a quote only if it sat 14+ days with no answer and came back after one of our follow-ups.
Quotes
Comes with Quote Closer Desk. 14 quotes are in follow-up right now.
Is there a cheaper option on the heat pump?
A good, better and best re-quote is drafted with your lender link. It waits for your OK.
Counts a quote only if it sat 14+ days with no answer and came back after one of our follow-ups.
How the quote chase worksMembers
Next step: a text to the member with a link to update the card.
Units on file
Your tech snaps the data plate. The model, serial and date fill in on their own.
We file it with the maker by hand, then mark it here.
31 units on file are 10 to 15 years old. They get a replacement-check email in March.
How the unit ledger worksWeather
National Weather Service: freeze watch, Thursday night, your service area.
Hi, it's Kestrel Heat & Air. A freeze watch is out for Thursday night. If your heat has been acting up, call us before it gets cold.
Goes to 212 past customers by email and 64 by text, the ones who opted in.
Comeback wave
One wave to past customers in your first 90 days. Email first. Texts only go to people who opted in.
Can you look at the water heater too while you're out?
Call grader
Included. Starts after your call notice is set up.
It reads calls on the office lines a person answers and flags the ones that could have booked and didn't, so someone calls back the same day.
Every caller hears a short recorded notice that the call may be recorded. We set it up with you before it's turned on. The recordings and scores are yours.
More on the call graderYou keep doing the work. We build each piece, watch it every week and tell you in plain numbers what it brought in.
Every quote followed up at day 2, 7, 30 and 60. Questions on the quote answered by text from your fact sheet, never a made-up price. One pass over the last 12 months of open quotes, by email unless they opted in to texts. Good, better and best options with your own lender link. After hours, your phone rings first, then an AI answers, sounds natural and books or hands off. Those calls may be recorded or transcribed. The night-before reminder, the on-my-way text, drive time kept in the schedule and a job card on each tech's phone come with it too.
See Quote Closer DeskSlow months still have money coming in.
After every job for a non-member, the customer gets offered your plan. They sign up on a page that shows the terms, a checkbox to agree, a notice before each renewal and a one-click cancel. Billing runs through your own Stripe account. Tune-ups book themselves. When a card fails we retry it and send the member a link to update it. When someone lapses, they get a win-back email.
More on member plansYou know every unit's age before it quits.
Your tech takes a photo of the data plate. AI reads the model, serial and install date into the customer's record. We file the maker's warranty registration by hand, so the warranty is on record if a part fails later. Units that reach 10 to 15 years old get a replacement-check email before they quit.
More on the unit ledgerPast customers hear from you the day before the freeze.
When the National Weather Service posts a freeze, wind, heat or heavy-rain alert for your area, we draft a short note to your own past customers. You approve every send. It goes by email, and by text only to people who opted in.
More on weather alertsThe customers you served years ago hear from you again.
In your first 90 days we send one comeback wave to your past-customer list: a short, plain email from you asking if anything needs a look. Texts only go to people who opted in. Replies land with you, and booked jobs show up in your Friday numbers.
One text in the morning instead of five apps.
Every morning a text tells you who replied, who joined, what's waiting for your OK and what the weather is about to do. Friday's text adds up the week, with the money that came back since you started. The dashboard comes with this package, so the same numbers are there any time you want to look.
Every three months, a short call about what to change.
We go over what came back, what didn't, and what to tune for the next season. If a piece isn't earning its keep, we tell you and turn it off.
Included. Starts after your call notice is set up.
A call grader for the office lines a person answers. It flags calls that could have booked and didn't, and gives you a weekly scorecard per person. Every caller hears a short recorded notice that the call may be recorded. We set it up with you before it goes on, and the recordings and scores are yours.
More on the call graderPut in your own numbers. The math counts plan payments minus what the tune-ups cost you, and nothing else.
This package earns its keep when you already have a long customer list and someone to answer what comes back. If you don't yet, a smaller setup is the better buy.
No quote goes cold and no caller waits.
Built for: 1 to 5 truck shops quoting jobs over $2,000.
Old quotes re-closed, new ones bigger, after-hours calls booked.
Built for: shops sending 15+ quotes a month on $5,000+ jobs.
Members paying monthly, past customers coming back, one number at 7am.
Built for: shops with 500+ past customers and someone in the office.
Your whole front office, run for you.
Built for: 10+ trucks or 4+ bays with someone already in the office. By conversation, not a form.
Our promise: if the first 90 days don't show at least $10,000 recovered, your next month is free.
Most of the work is ours. Tap through to see what you'd do and what we'd do.
You: about an hour
You: approve a few drafts
You: answer the replies, or hand them to the office
You: approve weather alerts when they come
You: a 30-minute call
You: the same yes or no on drafts
Need a website too? See website plans
It's quoted because I put together the best setup for each business, based on its size and what it actually needs. I price it after the free audit. It depends on how big your customer list is, how many locations you run and how many quotes go out a month. Text Chase your numbers and you'll get a straight answer.
Only the ones who opted in to texts. Everyone else hears from you by email. That goes for the comeback wave, weather alerts and old quotes.
The after-hours AI sounds natural at the start, and those calls may be recorded or transcribed. The call grader is included in Revenue Engine. It only covers office lines a person answers, not the AI. Every caller hears a short recorded notice that the call may be recorded, which Washington and California require. We set that up with you before it goes on, and the recordings and scores are yours.
We do, by hand, from the data-plate photo your tech takes. AI reads the plate, and the filing itself is done by a person so it gets done right.
A short note to your own past customers when the National Weather Service posts a freeze, wind, heat or heavy-rain alert for your area. You see the draft and approve it first. Nothing goes out on its own.
That's fine. We bring in your customer list and quotes from it. Anything that depends on a job being marked done needs either a sync with your software or one tap from your team, and we'll tell you which one before you sign.
You'll see it in the Friday numbers, and we'll bring it up at the quarterly review. If it's not earning its keep we switch it off.
Text Chase the number, plus how many quotes are open right now. We'll run the free audit with you and tell you if Revenue Engine fits, or which smaller setup does.