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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.

difficulty Beginnersetup 30 minresult Contract customers book tune-ups early, smoothing your schedule and reducing peak-season overload.—
—
  1. 1

    Time the Reminder

    Add a Schedule Trigger set ahead of each season's peak.

  2. 2

    Find Eligible Contracts

    Add a Code node selecting active contracts due for their seasonal service.

  3. 3

    Send the Reminder

    Add a Gmail node inviting them to book their included tune-up early with a link.

  4. 4

    Track Bookings

    Add a step recording who booked so you can follow up with the rest.

  5. 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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