Get through the first heat wave without losing a maintenance customer

“Our maintenance agreements renew whenever somebody remembers, and we lose customers because nobody called.”

We automate the agreement lifecycle: renewal notices before expiration, unscheduled PM visits surfaced as a work list, outreach by text and email with a booking link, and a win-back sequence on lapsed agreements. Renewal stops being something that happens on a slow afternoon.

“The first ninety-degree day we get three hundred calls and we can answer maybe forty.”

We deploy AI answering that handles unlimited calls at once, so nobody gets a busy signal or a hold queue. It captures the address, equipment, and symptom, checks whether the caller holds a maintenance agreement, and orders the queue by your priority rules.

“Warranty claims sit because nobody registered the equipment and nobody filed the paperwork.”

We build registration and claim tracking into the install workflow: model and serial captured on site, the registration deadline tracked, and a reminder that escalates until it is done. On failures we assemble the claim from data you already have and track it to credit.

“I could not tell you how much refrigerant is on our trucks right now.”

We build refrigerant tracking that records what left the shop, what went into each system, and what came back, tied to the tech and the job. Cylinder-level balances make reconciliation possible and show where product is disappearing.

“Heat pump rebates are real money and the paperwork is different for every utility and every program.”

We build rebate tracking into the changeout workflow: which programs the equipment qualifies for, which documents each one wants, and the submission deadline, with the model, serial, and install data pulled from the job record. The office sees what is submitted, pending, and paid instead of rediscovering it when the customer calls.