Marketing

Marketing that knows what your customer's HVAC looks like

Email + SMS automation built into the platform — segmented by service history, equipment, last-visit date. Schedule maintenance reminders that actually convert.

What's inside

  • Service-history segmentation

    Segment customers by what you've done for them: HVAC tune-up customers, customers due for warranty service, customers who haven't booked in 18 months. Real targeting, not generic blasts.

    Benefit:5-10x conversion vs untargeted sends

  • Maintenance reminders on cadence

    Automatic reminders for recurring services: annual HVAC tune-up, biannual backflow test, quarterly pest treatment. Cadence per customer, automatic re-send if unanswered, opt-out built in.

    Benefit:Capture 60–80% of due-for-renewal revenue

  • Email + SMS in one workflow

    Sequences can mix email and SMS — e.g., 'send reminder email Day 0, SMS Day 7 if not booked.' Channel choice per customer respects opt-in preferences. No separate marketing tool needed.

    Benefit:Right channel, right time, no extra subscription

  • After-job review requests

    Auto-send Google review request 24 hours after job completion to satisfied customers. Filter by post-job feedback rating so unhappy customers don't get review prompts.

    Benefit:10x your review velocity vs manual asks

  • Re-engagement campaigns

    Customers who haven't booked in 18+ months get re-engagement sequences with seasonal offers. Most operators recover 5–15% of lapsed customers per campaign cycle.

    Benefit:Reactivate dormant revenue without new acquisition cost

  • Compliance built in

    Unsubscribe links, CAN-SPAM headers, 10DLC SMS registration, opt-in tracking — all native. Customer preferences (marketing yes/no, SMS yes/no) propagate from one source of truth.

    Benefit:Avoid the legal landmines of DIY marketing

Who this is for

  • Operators whose customer marketing is a once-a-quarter Mailchimp blast
  • Teams that lose recurring revenue because reminders are manual
  • Businesses with no system for asking for reviews after a good job
  • Owners who want to target HVAC tune-up customers but can't segment in their current tool

Marketing questions

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