Water heater quote follow-up: closing 'let me think'

A water heater quote is decided in about 48 hours. Text the same evening, call on day 1, text on days 3 and 7, then stop. Copy-paste templates and the maths.

Ivar André KnutsenAI systems and workflow automation9 min read
Water heater quote follow-up: closing 'let me think': cover

A water heater quote is decided in about 48 hours. The heater has failed or is about to, and nobody sits on a cold shower for two weeks. So the follow-up runs faster than for any other job you quote: text the same evening (day 0), call on day 1, text on day 3, one last text on day 7, then stop. I call it the 0-1-3-7 for water heaters. Templates below.

A water heater quote doesn't wait the way a bathroom quote does

A bathroom quote can sit for a month. Nothing's broken, the customer is choosing tiles. A water heater quote (a cylinder quote, if you're in the UK) is a different animal. Either the tank has let go and there's water on the utility room floor, or it's fourteen years old and making the noise, and someone has told them what that noise means. They're showering at the gym. Every day without a decision costs them something, so they decide fast, and they decide for whoever made deciding easiest.

Two things make this job worth chasing properly. It's real money: HomeAdvisor puts a replacement at $881 to $1,825, average $1,347, and tankless or heat pump units run higher. And it's a long relationship. The US Department of Energy assumes a 13-year product life in its own cost sums. The plumber who fits this one gets the drips, the anode checks and the next replacement.

Here's what the customer does. They ring three plumbers because the internet told them to. Two turn up, one quotes over the phone. Then they say the sentence: "Let me think about it." They mean it. But on a water heater, "think about it" means "compare for one evening and pick tomorrow", not "revisit in the spring". If you haven't been in touch by the next evening, you weren't in the comparison.

The speed data agrees, though it isn't plumbing data. Harvard Business Review's study of web enquiries found firms that made contact within an hour were nearly seven times as likely to qualify the lead as firms that waited an hour longer. That's about the first enquiry, and I've written up why the first plumber to answer wins on its own. This post is about the two days after the quote goes out.

The 0-1-3-7 for water heaters, with the templates

Four touches in a week, three texts and one call. It stops the moment they reply on any channel, and you take over. If they've gone with someone else, you say thanks and mean it.

If you're in the UK, read "water heater" as "cylinder" in every template, and on the day 0 text add "I'm G3 registered" if you're quoting an unvented one, because the cheaper quote may not be able to say that.

Day 0, text, the same evening. Not the next morning. The evening the quote lands is the evening they're comparing.

Hi [name], [your name] from [company]. Your water heater quote is in your inbox. One question so I can hold you a slot: if you go ahead, is this week or next week better?

Day 1, call, before lunch. The one touch you can't automate and shouldn't. Two minutes. You're not selling, you're removing the last question.

Hi [name], it's [your name]. Just checking the quote made sense. People usually ask me one of two things: whether the [tankless or heat pump] option is worth the extra, and how soon I can fit it. Which one's on your mind?

Answer it, then ask for the job. If they've had a cheaper quote, ask what it includes. It's often missing the permit, the expansion tank or taking the old one away. Say so, without slagging anyone off.

Day 3, text. One line, one thing they may not have weighed.

Hi [name], one thing on the quote I should have said out loud: [the one thing]. Happy to talk it through, or reply YES and I'll get you a date.

Day 7, text, the close-out. People answer this one, because silence now costs them manners.

Hi [name], last one from me on the water heater. Shall I close the file, or do you want a date? Either answer is fine, and thanks for letting me quote it.

Then stop. If the heater had really failed, they decided days ago. If it hadn't, you've a clean reason to stop and they know where you are.

One line on the rules, because software may end up sending these for you. The US and UK texting rules (consent, a working STOP, PECR's soft opt-in) are covered in the electrician follow-up post and I won't repeat them here. Read that section before you switch anything on. I'm a plumber, not a lawyer.

Put three prices in the quote so the follow-up has something to say

A quote with one number gives you nothing to text about on day 3. A quote with three gives you a conversation. I'd put the like-for-like tank, the tankless option and the heat pump option on the same page, each with a sentence on who it suits. Most will take the tank, but the other two lines give the day 1 call its question.

The US bands, so your numbers land in the right places. HomeAdvisor's June 2026 ranges: a tank $600 to $2,500, tankless $1,400 to $3,900, a heat pump (hybrid) unit $1,200 to $3,500. Labour alone is $150 to $450 for a tank swap and $600 to $1,900 for a tankless install. Permits $25 to $300, an expansion tank $90 to $350. National spreads, not your price.

The UK bands, from Best Builders' August 2026 guide: an unvented cylinder £900 to £3,000 fitted, which by law needs a G3-registered engineer; a vented copper cylinder £750 to £1,400; a heat-pump-ready cylinder £1,100 to £2,200. London and the South East run 15 to 25% over. Put your G3 number on the quote.

Then itemise the lines the cheaper quote leaves off: permit, expansion tank, pan and drain, the flue if it's gas, disposal of the old unit. Day 3's "one thing" is nearly always one of these.

In the US, be straight about the heat pump tax credit. The federal 25C credit was 30% of cost, up to $2,000 a year, for property placed in service before 31 December 2025; ENERGY STAR's page says the same. For a 2026 install that credit has ended unless Congress changes it. Don't put a credit on the quote. Say it's ended, point them at the IRS page, and check with your own advisor if a customer insists otherwise. A promised credit that never arrives turns a good install into a bad review.

The maths: say ten water heater quotes a month

Say you send ten water heater quotes a month and close four. That's four jobs at HomeAdvisor's $1,347 average, $5,388 a month, with six quotes going quiet.

Suppose the 0-1-3-7 turns two of those six into a yes. Two more jobs at $1,347 is $2,694 a month.

Over a year, call it $32,328 of work you had already driven out to look at, priced and typed up. Nobody sent an invoice for it, so it never showed up as lost.

Say you're a UK sole trader and your unvented jobs land at the bottom of Best Builders' £900 to £3,000 range: two more a month is £1,800, £21,600 a year, for four messages you can set up tonight.

Run it with your own close rate and your own average, not mine. Even one extra job a month is a heater you'd already quoted. The calculator does the missed-call side of the same sum.

Let software send the texts, but make the day 1 call yourself

By hand first: two reminders on your phone when the quote goes out, plus 1 and plus 3, and day 7 in the diary. A week-long sequence never piles up the way a twelve-day one does.

Your software probably does most of it already. Jobber's quote follow-ups, on the Connect plan and up, send two automatic reminders on days you choose, in the same channel the quote went out on: set them to day 3 and day 7, and send day 0 yourself. Housecall Pro's Pipeline runs three estimate follow-ups with editable timing and copy, which maps onto day 0, 3 and 7 cleanly. ServiceTitan sends unsold estimate texts through Marketing Pro, and the customer can accept by text, which at 9pm with a failed heater is exactly the reply you want.

None of them will make the day 1 call. That's yours. It's the touch that closes water heaters, because the customer's real question, "will this one last and can you do Thursday", needs a plumber on the line.

If your software sends the same reminder twice and carries on after the customer phones you back, I build the 0-1-3-7 as a fixed-price automation, from $4,500, on top of whatever you run: it reads new quotes, sends the three texts, puts the day 1 call on your list, stops dead on any reply and writes the outcome back. That's the implementation work I do. I'll also tell you if Jobber already does enough, because it often does.

What AI can't do on a water heater quote

I build AI phone receptionists for plumbers, so I'll say this plainly. AI can't price this job. It can't size the unit: first-hour rating against how many showers run at seven in the morning is a conversation in the hallway, not a form. It can't judge the flue on a gas unit, the clearances, the pan and drain, the state of the shut-off, or whether the old one wants an element and a thermostat rather than a skip. And it can't make the day 1 call, because that call is a plumber vouching for the install.

What it can do is answer the phone when the enquiry comes in while you're under a sink, find out the heater's leaking, where the house is and how urgent it is, and text you. That's what mine does for plumbers. It catches, qualifies and hands off. It doesn't quote and it doesn't chase.

Know when to stop chasing, too. After day 7, stop. If they've gone with someone else, thank them and ask what swung it; that's free market research. If the heater still works and they're pricing for next year, the 0-1-3-7 is the wrong tool: one reminder six months out. And if three quiet quotes in a row were beaten on price, the problem isn't your persistence.

Do this this week

Pull your last ten water heater quotes and write next to each how many times you followed up. In my experience the honest answer is zero or one.

Copy the four templates into your notes. Change [company] and [your name] once.

On the next water heater quote, text the same evening. Set two reminders, plus 1 to call and plus 3 to text, and put day 7 in the diary.

Switch on the reminders your software already has. The links are above.

A week from now you'll know if it works, and it will have cost you four messages and a phone call.

Questions people ask

How soon should I follow up on a water heater quote?

The same evening, by text. A water heater quote is usually decided within about 48 hours because the heater has failed or is failing, so the customer compares for one evening and picks the next day. Harvard Business Review's lead study found firms that made contact within an hour were nearly seven times as likely to qualify the lead as firms that waited an hour longer. Call on day 1.

How many times should I follow up on a water heater quote?

Four times in a week: a text the same evening, a call on day 1, a text on day 3 and a last text on day 7. Then stop. The window is short because the customer is living without hot water, and a fifth message after day 7 is chasing someone who has already decided.

Should I quote tank, tankless and heat pump options on the same quote?

Yes, three prices with a sentence each on who they suit. HomeAdvisor's June 2026 ranges are $600 to $2,500 for a tank, $1,400 to $3,900 for tankless and $1,200 to $3,500 for a heat pump unit, so the spread is real. Most customers take the tank, and the other two lines give your day 1 call its question.

Is there still a federal tax credit for heat pump water heaters in 2026?

The 25C credit of 30% of cost, up to $2,000 a year, applied to property placed in service before 31 December 2025, according to the IRS page. For a 2026 install it has ended unless Congress changes it. Don't put a credit on a quote. Point the customer to the IRS page and let their own advisor confirm it.

Can Jobber or Housecall Pro send water heater quote follow-ups automatically?

Mostly. Jobber's Connect plan and up sends two automatic quote reminders on days you set, in the same channel as the quote. Housecall Pro's Pipeline sends three estimate follow-ups with editable timing and copy, and ServiceTitan's Marketing Pro sends unsold estimate texts the customer can accept by reply. None of them makes the day 1 call, which is the touch that closes water heaters.

Sources

  1. 1.HomeAdvisor: Water heater replacement cost (updated 17 June 2026) · Typical range $881 to $1,825, average $1,347; tank $600 to $2,500; tankless $1,400 to $3,900; heat pump $1,200 to $3,500; labour, permit and expansion tank bands
  2. 2.US Department of Energy FEMP: Purchasing energy-efficient residential water heaters · Cost-effectiveness example assumes a 13-year product life
  3. 3.Harvard Business Review: The short life of online sales leads (2011) · Contact within an hour nearly seven times as likely to qualify the lead as an hour later
  4. 4.Best Builders UK: Hot water cylinder cost UK 2026 (updated August 2026) · Unvented cylinder £900 to £3,000 installed by a G3 engineer; vented copper £750 to £1,400; heat-pump-ready £1,100 to £2,200; London and South East add 15 to 25%
  5. 5.IRS: Energy efficient home improvement credit · 30% of qualified costs, $2,000 a year for heat pumps and water heaters, for property placed in service on or after 1 January 2023 and before 31 December 2025
  6. 6.ENERGY STAR: Heat pump water heaters tax credit · 30% of project cost, $2,000 maximum, products purchased and installed between 1 January 2023 and 31 December 2025
  7. 7.Jobber Help Center: Automations · Quote follow-ups on Connect plan and up; up to two reminders; days after quote set by you, max 90; same channel as the quote
  8. 8.Housecall Pro Help: Getting started with Pipeline · Three automatic estimate follow-ups with editable timing and message copy
  9. 9.ServiceTitan Help: Create unsold estimates campaigns using SMS · Unsold estimate SMS follow-ups in Marketing Pro; customer can accept by text
Ivar André Knutsen

Written by Ivar André Knutsen

I build and run AI systems, internal tools and workflow automation. You work directly with me from the first conversation through implementation and support. About Ivar

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