Playbooks / HVAC

HVAC playbook

Start with what the owner already pays for, then move to the build with the clearest measured gap.

Seasonality: time your pitch

Common pattern: cooling emergencies in summer heat, heating emergencies in cold snaps, and tune-up demand in spring and fall shoulder seasons.

These are general patterns, not verified. Ask the owner for 12 months of call logs and job history and use those instead.

Suggested order

  1. Set up what you already pay for (quick win)
  2. Peak-season overflow: capture a preferred window, office confirms | Missed & after-hours calls
  3. Spring/fall tune-up reactivation (email first) | Seasonal reactivation
  4. System replacement quote follow-up | Quote follow-up
  5. Maintenance-plan renewal reminders | Dispatch & scheduling
HVAC 路 Missed & after-hours calls

Peak-season overflow: capture a preferred window, office confirms

On peak days the lines are busy, and callers who can't get through may call someone else.

HVAC 路 Seasonal reactivation

Spring/fall tune-up reactivation (email first)

Past customers without a maintenance plan, and slow weeks in the shoulder seasons.

HVAC 路 Quote follow-up

System replacement quote follow-up

Large replacement quotes go cold while the homeowner compares bids.

HVAC 路 Dispatch & scheduling

Maintenance-plan renewal reminders

Some members' plans lapse because nobody reminds them.

All trades 路 Set up what you already pay for

Set up what you already pay for: on-my-way texts, invoice reminders, and native follow-ups

The owner pays for a job-management app but has its automations switched off.

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