Automate seasonal campaigns, maintenance reminders, and quote follow-ups - and get every website visitor and text answered in seconds 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 are drafted, scheduled, and ready to approve every season.
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 and are ready to rerun next season after a quick review.
Total time per season: 5-10 minutes of review.
Every reply from a customer for HVAC companies asking about an estimate, scheduling, or pricing lands in one inbox, organized by conversation. Website chat and SMS replies are live today. AI-drafted replies and email replies are live in early access.
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.
An automation offers recent service customers a maintenance plan. Pricing, benefits, and easy sign-up link.
A review automation sends a text, then an email, then a final nudge. 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 articleMarqeable runs your campaigns, answers every visitor and text in seconds, drafts every email reply, and turns them into booked meetings and paying customers - even while your team is offline.