AUTOMATION

Seasonal Maintenance Reminders

Customers often forget routine seasonal maintenance, such as servicing a furnace before winter or preparing an air conditioner before summer. This can lead to missed service opportunities and preventable breakdowns.

HOW IT WORKS

TRIGGER

A customer’s service history shows they may need seasonal maintenance as the relevant season approaches.
1

Review the customer’s past services and equipment.

2

Identify which seasonal maintenance services may be due.

3

Send a timely, relevant reminder.

4

Include a simple way to book an appointment.

5

Track bookings and update the customer’s service history.

OUTCOME

Customers stay ahead of seasonal maintenance, and the business generates more repeat bookings without relying on customers to remember when service is due.

IN PRACTICE

In late summer, customers with heating systems receive a reminder that it is a good time to schedule furnace maintenance before colder weather arrives, along with a link to book a visit.

GET STARTED

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