How do I win back lapsed hvac clients?

Segment by days since last visit relative to each client's personal cadence (not a generic threshold), personalize the offer to the service they last received, send via SMS first then email, and measure recovered revenue per campaign. Retention IQ ships with a peer prior calibrated for hvac so even thin client histories get a defensible drift score.

What is the average reactivation rate for hvac?

There is no universal reactivation rate for hvac. Results depend on list quality, reachability, consent, service timing, offer, cancellations, no-shows, and verified completions. Retention IQ uses visible sensitivity inputs for planning and replaces them with measured completed-return data when a campaign produces reliable evidence.

Does Retention IQ work with my booking software?

Yes. Retention IQ sits alongside ServiceTitan, FieldEdge, Housecall Pro, Jobber, Successware, ServiceFusion, and similar platforms. It reads booking data; nothing changes about how clients book or how you run the calendar.

What does Retention IQ cost for a hvac?

Retention IQ charges a per-return fee, banded by industry (see /pricing), for each attributed client return after the service is verified as completed. Clicks, cancellations, no-shows, and uncompleted bookings are not billable. Phase 1 is a managed launch; see /pricing for the full breakdown.

❄️ For HVAC contractors · Residential service + replacement

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.

Calculate your dormant revenue Book a 15-min demo

Typical avg ticket

$185 – $14,000

Dormant revenue example

$480K / year

Typical cadence

Spring tune-up (Apr–May), fall tune-up (Sep–Oct), filter replacement every 60–90 days

The specific leaks in hvac

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.

Cadence calibration

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.

Services the engine tracks

AC tune-upFurnace tune-upSystem replacementRefrigerant serviceDuct cleaningMini-split installSmart thermostat installIAQ products

Works with these platforms

ServiceTitanFieldEdgeHousecall ProJobberSuccesswareServiceFusionTradify+ any CSV

Free · No data required

How much dormant revenue is hiding in your practice?

Move the sliders to match your practice. We'll estimate your dormant revenue opportunity using editable planning assumptions — no client data or signup required.

Active clients in your database 2,500

50020,000+

Average revenue per visit $250

$50$1,500

Expected visits per client per year 2

1 (annual)12 (monthly)

Your estimated dormant revenue

Planning scenario using a 55% dormancy assumption. Replace it with your measured dormant count before making a decision.

Recoverable with Retention IQ

Planning scenario using an 8% reactivation assumption. This is not a Retention IQ customer benchmark or guarantee; completed-return results may be lower or higher.

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We sign a BAA before any real client data moves. 15 min call, zero commitment.

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