The customer you sold a system to is worth $14K. If you keep showing up.
Client retention software for hvac.
Every HVAC system you install has 15–20 years of tune-ups, capacitor swaps, refrigerant top-offs, and eventually a full replacement. The contractors who automate the cadence collect that revenue. The ones who 'mean to call when the season turns' lose half of it to whoever does call.
Three patterns we see in every hvac.
Customers who bought a system and never came back for the spring tune-up
You installed a $9K system. They never scheduled the maintenance plan. Their warranty depends on it. They don't know that — and when the compressor goes in year 7, they call whoever runs the cheapest Google ad.
Lapsed maintenance contracts that nobody remembered to renew
Annual maintenance agreements are the backbone of a healthy HVAC book. When they lapse silently — credit card expired, customer moved, billing rep left — recurring revenue disappears without anyone noticing until the quarterly review.
Service calls that never converted to system replacement quotes
A 13-year-old furnace getting a $1,200 repair is one bad week from a $9K replacement decision. Without a structured follow-up at the 30-day mark, that quote goes to a competitor.
HVAC run on their own clock.
Reach customers 4–6 weeks before peak season — book before the heatwave or first freeze. Memorial Day and Labor Day weekends are dead zones; the week after each is the highest-converting outreach window of the year.
How much dormant revenue is hiding in your practice?
Move the sliders to match your practice. We'll estimate your dormant revenue opportunity based on industry benchmarks — no client data, no signup, no catch.
The engine ships with industry-specific profiles for every service business that lives on repeat bookings.
See the engine running on hvac data.
No credit card. Full feature set. Real engines on your real data. Cancel anytime — your data stays yours.