Guide
How do you get more HVAC maintenance agreements and win back past customers?
Last updated By Ryan Watson, founder of Scout
Who this is for: HVAC owners and office managers who want more agreement customers and a busier slow season.
Short answer
Start with past customers: remind them about a tune-up before heating and cooling season, then offer the agreement at the visit, when the tech has just shown what it covers.
Why do past customers stop booking?
Past customers already know your shop and your techs, but in a busy season nobody reminds them, and the next tune-up goes to whoever reaches them first.
Who should get a tune-up reminder?
A reminder to someone who already booked, or to a commercial account you handle another way, looks careless. Pull the list from your service history, then take out anyone already on the schedule, anyone with an open question and the accounts you handle by phone.
What should service reminder software do for an HVAC shop?
Whatever tracks your agreements, which some shops call memberships, the reminders still have to go out before the season, to the right people, from your shop. Look for reminders that work from your service history, let someone check the list first, and report visits booked rather than texts sent.
When should you offer a maintenance agreement?
An agreement is hard to offer to a customer you never see. The tune-up visit is the natural moment: offer it after the tech explains what they did and found, in plain words, and leave it in writing.
Where Scout fits
Scout finds past customers in ServiceTitan, Housecall Pro or FieldEdge who haven't booked in a while and drafts the reminder from your shop. Before it goes out, you see who is included, who is left out and why, and Scout reports the jobs booked afterward.
