Automate seasonal campaigns, maintenance reminders, and quote follow-ups. AI handles your marketing while your team is in the field.
The biggest challenge is not demand. It is reaching customers at the right time.
Spring AC campaigns should start in February. Fall heating in August. By the time you get around to it, the season is halfway over.
During summer and winter you are slammed. During shoulder seasons you finally have time but lack the energy to plan campaigns.
$2,500 to $5,000 per month for generic campaigns. Most agencies send the same templates to every HVAC client.
Set up once. Campaigns run every season, every year, automatically.
Connect ServiceTitan or your CRM. Customer names, service history, equipment types, and install dates sync automatically.
AI knows who had AC service last June, whose furnace is 12 years old, and who got a quote but never booked.
Smart segments created automatically: spring tune-up candidates, aging equipment owners, lapsed customers, unsold quotes.
Segments update in real-time as jobs are completed and data changes.
Email and SMS campaigns drafted with your pricing, brand voice, and seasonal messaging. Personalized per customer.
Spring AC tune-up, fall heating prep, maintenance agreement offers — all ready to review.
Tap approve on your phone. Campaigns launch on schedule. Same campaigns run next year with updated pricing.
Total time per season: 5-10 minutes of review.
Every scenario mapped to an automated workflow.
AI targets customers who had AC service 10-14 months ago. 3-email + 2-SMS sequence with your early bird discount runs from February through April.
Furnace customers get personalized reminders starting in August. Educational content about winter readiness plus direct booking links.
AI identifies customers with equipment 10+ years old. 12-month nurture with efficiency tips, rebates, and replacement options.
Every completed service call triggers a maintenance plan offer at day 7. Pricing, benefits, and easy sign-up link.
SMS on day 1, email on day 3, final reminder on day 7 after every job. Google review link with personal technician mention.
Estimates not accepted within 5 days trigger a 4-touch sequence with testimonials and financing options.
The complete guide to HVAC marketing automation. Full seasonal playbook, 5 evergreen campaigns, and CRM integration details.
Read articleHow to connect ServiceTitan to AI marketing and turn customer data into automated campaigns.
Read articleLifecycle email campaigns that generate $36-$42 for every $1 spent in home services.
Read articleConnect ServiceTitan. AI creates seasonal campaigns. You approve on your phone and get back to your next job.