HVAC marketing automation: the follow-up you'd do if you had time
Marketing automation for HVAC isn't blasting coupons — it's the boring, profitable follow-up nobody has time for at 7pm: chasing the open estimate, reminding last spring's customers about tune-ups, renewing the maintenance plan that quietly lapsed.
The workflows that ship with your account
Estimate follow-up
Quote goes out, sequence starts: day 1 text, day 3 email with financing options, day 7 call task, day 14 "still deciding?" check-in. Quotes stop dying of silence — and financing mentions close fence-sitters.
Speed-to-lead (5-minute rule)
Any new web lead gets a text and call attempt within 5 minutes. Lead conversion falls off a cliff after the first half hour; this keeps you on the right side of the cliff.
Seasonal campaigns
Spring: AC tune-up push to everyone you serviced last year, before the first heat wave. Fall: furnace safety checks. Timed to your metro's weather, written for you.
Maintenance-plan renewals
Members get renewal reminders before the card expires or the plan lapses — recurring revenue defended automatically. Pairs with the Maintenance Member stage in the CRM.
Database reactivation
The 800 past customers in your old invoice system are an asset. A friendly "it's been 2 years since your last service" campaign routinely books a week of work from a list you already own.
No-show recovery
Missed appointment? Automatic reschedule text with open slots, instead of a hole in the schedule and a lost lead.
Every workflow runs on data the CRM already captures and respects the SMS consent collected by your website forms. Completed jobs hand off to review requests automatically. See what's included per plan on the pricing page.
Your quote list is worth more than you think
Bring a number to the demo: how many open estimates are sitting in your truck right now? We'll show you the sequence that chases them.
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