HVAC Post-Service Follow-Up
How Top HVAC Companies Automate Post-Service Follow-Up to Boost Revenue by 35%
Step-by-Step Workflow
HVAC Post-Service Follow-Up
Trigger on Job Completion
Work order status changes to 'Completed' or 'Closed' in FSM system, automatically initiating the follow-up sequence with customer data, service details, and equipment information.
Send Immediate Thank You & Survey
Within 2 hours, system sends personalized SMS and email thanking customer and including a 3-question satisfaction survey with technician name, service performed, and direct feedback link.
Analyze Satisfaction Score
System automatically scores responses (0-10 scale) and routes feedback: scores 9-10 proceed to review request, scores 0-6 trigger manager alert with customer details for immediate outreach.
Request Reviews from Promoters
Satisfied customers (9-10 scores) receive automated review requests 24 hours post-service with direct links to Google, Facebook, and Yelp, plus technician photo for personalized touch.
Present Maintenance Agreement Offer
48 hours after service, customers without active agreements receive targeted maintenance plan offers via email with specific equipment benefits, pricing, and one-click enrollment.
Schedule Equipment-Specific Reminders
System calculates next service date based on equipment type and manufacturer recommendations, automatically scheduling reminder sequences (90-day, 60-day, 30-day) via preferred communication channel.
Track Engagement & Optimize
Dashboard displays follow-up performance metrics including survey response rates, review conversion, maintenance plan sales, and identifies low-engagement customers for re-engagement campaigns.
About This Blueprint
Post-service follow-up is where most HVAC companies lose revenue opportunities. Without automation, technicians forget to request reviews, dispatchers miss scheduling preventive maintenance, and customers fade away after the initial service. This blueprint eliminates manual follow-up entirely by triggering automated workflows the moment a work order closes. Within minutes of service completion, customers receive satisfaction surveys, maintenance agreement offers, and review requests through their preferred channels. This systematic approach transforms every service call into a revenue multiplier. Automated follow-up sequences nurture customers through email, SMS, and voice messages, presenting timely offers for filter replacements, seasonal tune-ups, and extended warranties. The system identifies satisfied customers and automatically requests Google and Facebook reviews, while flagging dissatisfied customers for immediate manager intervention. Companies implementing this blueprint report 40% increases in maintenance contract renewals, 3x more online reviews, and 25% reduction in customer churn—all without adding staff.
Key Metrics
Expected Outcomes
Eliminate Manual Follow-Up Tasks
Remove administrative burden from technicians and office staff by automating all post-service communications, surveys, and review requests.
Capture More Positive Reviews
Systematically identify satisfied customers and request reviews at optimal timing, dramatically increasing online reputation and search visibility.
Increase Maintenance Contract Sales
Present maintenance agreements to every customer with personalized equipment-specific benefits immediately after demonstrating service quality.
Reduce Customer Churn
Keep your company top-of-mind with automated reminders and proactive outreach based on equipment service intervals and seasonal needs.
Identify Service Issues Immediately
Detect dissatisfied customers within hours of service completion, enabling managers to resolve issues before negative reviews appear online.
Build Recurring Revenue Pipeline
Transform one-time service calls into predictable recurring revenue through automated maintenance reminders and filter replacement programs.
Frequently Asked Questions About This Blueprint
Send the initial thank-you and satisfaction survey within 2 hours while the service experience is fresh in the customer's mind. This timing maximizes response rates and captures authentic feedback before memory fades.
Implement HVAC Post-Service Follow-Up in Your Organization
Stop struggling with inefficient workflows. Fieldproxy makes it easy to implement proven blueprints from top hvac companies. Our platform comes pre-configured with this workflow - just customize it to match your specific needs with our AI builder.
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