HVAC customer follow-up automation

Customer Lifecycle Automation

Keep customers engaged after every job with automated follow-up, review requests, maintenance reminders, and seasonal reactivation — all without manual coordination.

Problem

Jobs are completed but then go cold. No follow-up message, no review request, no maintenance reminder, no seasonal reactivation outreach. Revenue and reputation are left on the table because the team is too busy to execute these sequences consistently.

Solution

We automate the entire post-job and recurring customer lifecycle: immediate follow-up after job completion, Google review requests, maintenance reminders, upsell opportunities, and seasonal reactivation campaigns — all triggered by job status, customer history, and time-based rules.

Expected outcomes

More Google reviews collected with zero manual effort
Higher customer retention from consistent post-job contact
Seasonal campaigns run automatically instead of being skipped
Maintenance reminders reach customers before they think to call
Negative feedback routed internally before it hits public platforms
Recurring revenue from maintenance programs

Typical platforms

ServiceTitan
Housecall Pro
Jobber
Google Business
n8n

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Customer Lifecycle Automation

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