HVAC is a seasonal business. Your peak-season revenue is capped by your shoulder-season prep. We build the systems that pre-book spring and fall tune-ups, renew your maintenance agreements on time, and capture the 2am no-heat calls.
Book a Free ConsultationThese aren't hypothetical. They're the exact gaps we see over and over when operators show us their day-to-day.
Your techs are slow in March and October while demand builds. If you're not actively reaching out to last year's customers during shoulder season, you're waiting for the rush, and so is everyone else. First shop to book fills first.
Your maintenance agreement customers are your highest-LTV revenue. But when the 12-month mark hits and nobody reaches out, they assume they don't need it, skip renewal, and become price-shoppers next time they need you.
Selling a filter subscription is one of the easiest upsells in HVAC. Nobody does it because the reminder logistics are a pain. A 4-times-a-year SMS with a one-click reorder captures pure margin.
Your dispatcher isn't on at 2am. A homeowner with no heat in January will call the next company in the results. Every missed after-hours emergency is a $800+ job lost.
Every system below is custom-configured to your shop, not a generic template. If you already have parts of this, we integrate with what's working.
March: cooling tune-up sequence to last year's customers. October: heating tune-up. Pre-filled booking links. Earn the schedule before the heat wave or cold snap hits.
60 days before PMA expiration, renewal sequence starts: value recap, pre-filled renewal link, final reminder at 2 weeks. Optional auto-renewal with explicit opt-in for customers who want it.
Customer opts in at install; quarterly reminder with one-click reorder and delivery or install-during-next-visit options. Margin per customer is small; margin at scale is huge.
Missed call → instant SMS with urgency picker (no heat/cool = emergency, anything else = morning queue). Emergency path pages the on-call tech; non-emergency routes to morning dispatch.
Every install registers the equipment with the manufacturer, tracks warranty expiration, and reminds the customer 60 days before coverage ends with an extended-warranty option.
Review request goes out by text the day after the install wraps, with the direct Google review link pre-loaded, while the job is still fresh in the customer's mind.
Automation for an HVAC business costs $2,400 per month with Martello Systems. That covers the CRM, missed-call text-back, seasonal pre-book campaigns, maintenance agreement renewals, after-hours emergency triage, and the team that builds and runs it. One captured 2am no-heat call plus a handful of pre-booked tune-ups pays for the month.
Book a Free ConsultationYour shoulder-season schedules fill weeks ahead of the rush. Maintenance agreement renewal rate climbs because the 60-day sequence does what you used to forget. After-hours emergencies stop bleeding to competitors. Filter subscription revenue shows up on the P&L as a new line item.
HVAC shops that don't believe in maintenance agreements or don't want to sell them. The systems amplify the revenue model you already run. If you're pure install-and-leave, a lot of this won't apply.
Free 30-minute call. We'll audit what's leaking and show you what a system would cover.
Book a Free Consultation