For HVAC techs
Recall reminders, refrigerant-seasonal outreach, and post-install nurture — the three touches an HVAC shop sends between the estimate and the next service call.
Why HVAC, specifically
The estimate goes out in July and the answer comes back in October — or never. Every HVAC shop loses the same jobs to the same quiet: the homeowner who stopped returning calls after the second heat wave. The kit gives you the texts, voicemails, and emails that bring that estimate back, and the three seasonal touches that fill your schedule when the weather turns.
Angle 1 — Recall reminders
A short text that pulls the install date back into the conversation — and a follow-up email that names the two questions every past-customer homeowner is silently asking (parts coverage, service window). Drop-in templates for the exact wording, scheduled around the install anniversary.
Angle 2 — Refrigerant-seasonal outreach
A pre-season voicemail, a 20-second script a tech can leave while driving between calls, and a one-line text that lands in the kitchen-table conversation the week the temperature swings. Built for the two weeks before the first 90°F day and the two weeks before the first freeze.
Angle 3 — Post-installation nurture
The thank-you email timed for the moment the homeowner stops reading the invoice and starts noticing the new thermostat. Four sequenced touches that turn the install into a referral pipeline — without a separate campaign tool, without a CRM, just copy-paste sentences in the same email thread.
Same kit, every trade
Built for HVAC, plumbing, roofing, landscaping, pest control, and any home-service business. One flat price, instant download, no subscription.
Get Instant Access — $27Field notes for the same shop