Auto-Send HVAC Maintenance Reminders Before Due Date
Automatically remind customers when their HVAC system is due for seasonal maintenance or filter replacement.
When
Maintenance schedule date approaching
Then
Reminder sent with booking link
3 hours per week
Time Saved
40% more recurring revenue
ROI Impact
When an HVAC maintenance date approaches, the system automatically sends personalized reminders to customers with their equipment details, last service date, and a one-click booking link - increasing maintenance renewal rates by up to 40%.
How This Automation Works
Maintenance schedule date approaching → Reminder sent with booking link
Date Tracking
System monitors all maintenance schedules
Reminder Triggered
Alert generated when date approaches
Personalization
Message customized with customer details
Delivery and Booking
Reminder sent with self-booking link
How It Works
Turn one-time customers into recurring revenue. This automation tracks service history for every customer and automatically sends personalized reminders when maintenance is due - whether it is spring AC tune-ups, fall heating checks, or quarterly filter changes. Most HVAC companies see 40% higher maintenance renewal rates.
The Trigger
When a customer's HVAC system is approaching a scheduled maintenance date based on last service or seasonal calendar
The Action
A personalized reminder is sent via email/SMS with service details and one-click booking link
Common Use Cases in Hvac
- Spring AC tune-up reminders
- Fall heating system checks
- Quarterly filter replacement alerts
- Annual service agreement renewals
- Warranty expiration notices
Results You Can Expect
Recurring Revenue
More maintenance agreements renewed
Proactive Service
Catch issues before breakdowns
Customer Loyalty
Stay top of mind with customers
Predictable Schedule
Fill slow seasons with maintenance
Frequently Asked Questions About This Automation
You can configure reminders to go out 30, 14, 7, and 3 days before the due date in a sequence.
Set Up Smart Reminders in Minutes
Stop doing manual work that software can handle. Fieldproxy makes it easy to set up this automation and dozens more - no coding required. Our AI builder helps you customize everything to match your exact business process.
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