AI for HVAC & Plumbing Contractors
HVAC and plumbing contractors do excellent technical work and often lose business to simpler operations problems: estimates that never got followed up, maintenance customers who forgot to book their annual service, and five-star jobs that didn't generate a single review because nobody asked.
These aren't sales problems. They're follow-through problems. Here's how we solve them.
1. Estimate Follow-Up
A customer who received an estimate and went quiet isn't necessarily saying no - they're often just busy or waiting for the right moment. Most contractors send the estimate and never follow up.
We build an automated follow-up sequence that goes out 3 days and 10 days after an estimate is sent. The message is specific to the job quoted and includes a clear next step. Estimates that still don't convert get flagged for a personal call by your team.
We connect to your field service software - ServiceTitan, Housecall Pro, or Jobber - so the follow-up triggers automatically when an estimate is created.
2. Maintenance Agreement Reminders
Maintenance agreement customers are your most reliable revenue - and the most likely to let their agreement lapse if nobody reaches out at renewal time.
We build a renewal sequence that goes out 45, 30, and 14 days before each agreement expires, with a clear renewal link and a reminder of what the maintenance covers. Customers who don't renew get flagged for a call. You keep the account instead of re-acquiring it.
3. Annual Service Reminders
Customers who had their system serviced last spring and haven't been contacted since aren't loyal to your company - they just haven't needed to call anyone yet. A well-timed reminder before peak season changes that.
We build a cadence that goes out before heating season and before cooling season, targeting customers based on their equipment type and last service date. The right message goes to the right customer at the moment they're most likely to book.
4. Appointment Reminders & Technician Notifications
We add automated appointment reminders for customers and day-of notifications that include the technician's name and estimated arrival window. Customers who are informed and prepared are more satisfied with the experience - even before the work is done.
5. Post-Job Review Requests
Most contractors finish a job well and never capture the proof. We add an automated review request that goes out 24 hours after job completion, while the experience is still recent. Happy customers get directed to Google. The flow takes under a minute to complete.
Review velocity compounds over time. A few extra reviews per month adds up significantly by the end of the year.
6. Seasonal Campaign Automation
Pre-summer AC tune-up campaigns. Pre-winter furnace check campaigns. Water heater lifespan reminders for customers with aging units. These campaigns are straightforward and reliable revenue - but they require pulling a list and sending something, which is why most contractors skip them.
We build the triggers and the messaging so the right offer goes to the right segment automatically, every season.
How We Work
- Audit - We look at your estimate conversion rate, maintenance renewal rate, and review volume. We find where the most revenue is being left behind.
- Build one thing first - Most contractors start with estimate follow-up or maintenance reminders, depending on their business model.
- Expand from results - We add the next workflow once the first is producing a return.
Pricing
Most contractors start at $1,500-$3,000 for the first automation, with optional monthly maintenance. Scope drives price.