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Automate HVAC maintenance reminders

Ensure timely HVAC equipment servicing by automating reminders based on installation dates, climate trends, and manufacturer guidelines. This proactive approach helps prevent emergencies and boosts recurring revenue for your business.

When a New Equipment Record is Added
Solution
1. Trigger on New Equipment

Automatically detect when new HVAC equipment is added to the CRM.

Find Installation Date
Solution
2. Retrieve Installation Date

Query the CRM for the equipment's installation date.

Calculate Next Service Date
Solution
3. Determine Service Timeline

Use manufacturer guidelines to calculate next service date.

Check Regional Climate Patterns
Solution
4. Assess Climate Trends

Analyze climate data for seasonal stress factors.

Send Personalized Reminder Email
Solution
5. Send Email to Client

Notify clients about upcoming service needs.

Send SMS Alert
Solution
6. Send SMS Notification

Deliver SMS reminders to reinforce email notifications.

Update CRM with Service Reminder Sent
Solution
7. Log Reminder in CRM

Keep track of reminders sent for future reference.

- Repeat -

Automation Benefits

Benefits of Automating HVAC Maintenance Reminders

Incorporate our HVAC maintenance automation to enjoy these key benefits for your business.

Enhanced Operational Efficiency

Automate repetitive tasks to save time and reduce errors.

Predictable Revenue Stream

Schedule regular maintenance to ensure steady cash flow.

Proactive Customer Engagement

Engage with customers before equipment issues arise.

Increased Reliability of Service

Consistently deliver maintenance services on time.

Regionally Tailored Maintenance

Service schedules based on local climate for optimal performance.

Improved Reputation and Trust

Position yourself as a reliable and proactive provider.

Features

Key Features of Our HVAC Reminder Automation

Explore the powerful features that make our HVAC maintenance reminder system indispensable.

  • 1
    Automated Service Scheduling

    Automatically schedules service based on installation and climate data.

  • 2
    Region-Specific Recommendations

    Tailors service recommendations based on local climate trends.

  • 3
    Multi-Channel Communication

    Leverages email and SMS to ensure clients receive reminders.

Feature

Outcomes

Business Outcomes of HVAC Automation

Transform your HVAC service operations and achieve significant business advantages.

30%
Increase in Service Contracts
50%
Reduction in Emergency Calls
90%
Improved Customer Satisfaction

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FAQ

HVAC Automation FAQs

Get answers to common questions about implementing our HVAC maintenance automation.

Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time
One-time Fee

Pay once for build out.

  • Custom project build (template / blueprint)

  • You choose platform (n8n, Zapier or Make)

  • Follows your requirements

  • Integrates with your systems

  • Paid after build maintenance

  • No recurring charges monthly

Build Fee + Maintenance Fee
from 300$/month

Pay for build + lower recurring maintenance fee.

  • Custom project build

  • We choose best platform

  • Follows your requirements

  • Integrates with your systems

  • Maintenance, priority email / Slack support

  • Monthly recurring charges, 3+ months contract

Recurring
from $600/month

Use our pre-built solution with no changes.

  • Existing solution access (no source code)

  • No platform selection

  • Integrates as described / documented

  • Integrates with specific systems and software

  • Maintenance, priority email / Slack support

  • Monthly recurring, 3+ months contract required