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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