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From the AI playbook for solar and heat pump installers

New to AI? You don't need to learn anything first. Follow the steps below: open the tool, paste the prompt, fill in the [brackets], then check the result before you use or send it. See also how to use AI at work, for beginners.

Job 5 of 16ChatGPTGemini

Follow up quotes that have gone quiet, and explain why your price is higher than another quote

In Nesta's survey of 345 heat pump installers (fieldwork in 2023, published 2024, a convenience sample that Nesta says may not be representative, and not covering solar), 45% believed customers drop out after a quote because costs across quotes are too high and a further 27% because they got a cheaper quote. That is installers' belief, not customer data, but it points at a real moment to follow up. A short, courteous follow-up that offers to go through the quote, and an honest explanation of what is in your price, can help. AI drafts it from your own facts and never attacks another firm.

Time: About 10 minutes per messageTool cost: you can start with a free AI tool

A free AI chat tool, then your own email or messaging app

Steps

  1. List open quotes older than a week or two with a job reference, the date sent and the last contact. Use your own timing.
  2. For each, write down what your price includes that a simpler quote might not: the design work, the certification, aftercare. Only list what is true for your quote.
  3. Paste the facts into the prompt without names and ask for a short, friendly follow-up and an optional "why our price differs" paragraph.
  4. Check that nothing criticises another installer or states anything you cannot back up.
  5. Send it from your own email and note the date. One follow-up and one reminder is enough.

The exact prompt

Copy, paste, then fill in the [brackets]
I am a UK solar and heat pump installer. Write a short follow-up to a customer who has not replied to my quote, using only the facts below. Do not criticise any other installer, do not pressure or use a deadline unless I give one, and do not make claims about savings.
Customer first name: [first name]. Quote sent on: [date]. What the quote covers: [one line].
What our price includes that the customer may want to compare: [list, only things that are true, for example design, certification, handover pack, aftercare].
What I can offer: [a call to go through the quote / a site revisit].
Contact: [name, phone].
Produce: (1) a 70-word follow-up; (2) a 90-word paragraph explaining what is included in our price and suggesting they compare like for like, without naming or comparing other firms.

✓ Check before you send

  • The "what is included" list is true for this quote and nothing more.
  • No other firm is criticised or named.
  • You have not offered a discount unless you decided to.
  • There is no claim about savings or payback.
  • Your follow-up complies with marketing rules for how you contact the customer (see UK notes).

UK notes extra

  • A reply to an enquiry about a quote you sent may be a service message. Promotional emails or texts to individuals fall under PECR and generally need consent or the soft opt-in. ICO: direct marketing and electronic communications.
  • Claims made to consumers about price, savings or what is included must not mislead. CMA: what businesses need to know about unfair commercial practices.
Last reviewed Oct 2026. Free tools change. If a screen looks different, the steps still apply.Back to top ↑

More AI jobs for solar and heat pump installers

  • Gather everything the DNO application needs into one data sheet, then draft the cover email
  • Set up a polite DNO chase sequence and a one-page tracker
  • Build a customer handover pack checklist and the covering letter that goes with it (subscribers)
  • Turn your survey notes and figures into a clear heat pump proposal (subscribers)
  • Keep a per-job paperwork folder and checklist for MCS design, commissioning and registration (subscribers)
  • Reconcile a product's name and code across supplier, MCS and ENA records before you submit (subscribers)
  • Remind yourself to send the G98 notification within 28 days, with the pack ready (subscribers)

See all 16 jobs in the solar and heat pump installers playbook →

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