Remind HVAC Contract Customers of Their Seasonal Tune-Up
Maximize contract value by reminding customers to book their included seasonal tune-up before peak season hits and technicians get slammed.
- 1
Time the Reminder
Add a
Schedule Triggerset ahead of each season's peak. - 2
Find Eligible Contracts
Add a
Codenode selecting active contracts due for their seasonal service. - 3
Send the Reminder
Add a
Gmailnode inviting them to book their included tune-up early with a link. - 4
Track Bookings
Add a step recording who booked so you can follow up with the rest.
- 5
Activate and Test
Activate the workflow ahead of a test season. Confirm reminders send to eligible contracts.
Frequently asked questions
Why remind before peak?
Early bookings spread demand so you avoid the pre-summer and pre-winter rush that overwhelms techs.
Can I upsell during the visit?
Note aging equipment on the contract and prompt techs to discuss upgrades during the tune-up.
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