Your past customers are your next revenue.
Retention software built for HVAC, plumbing, electrical, pest, lawn, pool, roofing, cleaning, auto repair, garage door, appliance, and carpet cleaning.
Service trades have the strongest repeat-customer pattern in business — and the worst follow-up systems. The customer you sold a $9,000 HVAC system to is worth $14K over the relationship if you stay in cadence. Most contractors capture half of that and never know. Retention IQ flips it: cadence-aware outreach, calibrated per trade, that recovers the dormant book you've already built.
What a 90-day plan could look like.
Formula-driven scenario for a typical 1,000-customer trades shop with $320 average ticket. These values are editable assumptions, not customer outcomes.
Field-service platform export uploaded. Customer history, equipment age, and maintenance plan status parsed.
Trade-appropriate sequence fires: spring tune-up (HVAC), day-30 follow-up (plumbing), annual inspection (electrical/roofing), Q4 reactivation (lawn).
Equipment-age replacement conversations, maintenance plan renewals, and emergency-to-recurring sequences come online.
Day-end reports show recovered service, replacement, and membership revenue traceable to specific messages.
Scenario notice: Illustrative cross-trade planning inputs only — not observed Retention IQ customer results or industry benchmarks. Replace every value with measured source-system, reachability, completion, capacity, and job-value data for the specific business.
A trades book leaks differently than a salon book.
A hair salon customer who drifts at week 8 is obvious — they didn't rebook. An HVAC customer who drifts isn't obvious for years. By the time the next emergency hits, they call whoever runs the cheapest ad. Trades retention is about staying present during the long quiet stretches, not about fixing a missed rebook.
Long quiet stretches between events
A pool service customer is weekly. A roofer's customer is once a decade. The cadence priors that work for one are wrong for the other. Generic CRMs send the same nudge — Retention IQ ships with trade-specific cadence baked in.
Seasonality drives most of the year
HVAC has spring + fall windows. Lawn care has the February sign-up cliff. Pool has open + close events. Roofers have storm season. Reaching customers at the right week, not the right month, decides who wins the year.
High-ticket cross-sell is the real prize
A $300 oil change becomes a $1,200 brake job becomes a $3,200 transmission. A $400 plumbing visit becomes a $9,000 repipe. Cross-sell signals come from the work-order history — Retention IQ surfaces them and drafts the next conversation.
The other book you're sitting on: the quotes you never heard back on.
Every trade has an unsold-estimate folder — the system swap, the repipe, the panel upgrade, the roof the customer "needed to think about." They didn't say no; they got busy. It's the highest-ticket list you own and the one nobody has time to work. Retention IQ reads the unsold quotes already in your field-service platform and runs the multi-touch follow-up in your voice — so the big jobs don't die from silence.
When rehashed from data you already have.
Most shops stop at one. The sequence is the difference.
The quotes are already sitting in your system.
Pick yours. See exactly how it works for your trade.
Each trade page has the cadence priors we use, the platforms we work alongside, the typical avg ticket band, and an honest dormant-revenue example for a single-location operator. No generic "service businesses welcome" SaaS pitch.
HVAC
Spring tune-up. Fall tune-up. The two-touch year that pays the bills.
Plumbing
Emergency calls and the recurring service that follows.
Electricians
Panel upgrades, EV chargers, and the inspection cadence in between.
Roofing
Storm season urgency and the maintenance contracts that smooth revenue.
Garage Door
Five-year tune-up cadence and the broken-spring emergency that tests trust.
Pest Control
Quarterly cadence, contract retention, seasonal pivots.
Lawn Care & Landscaping
Spring opens, fall closes, eight months of weekly visits.
Pool Service
Weekly maintenance and the seasonal open/close that anchors the year.
Cleaning Services
Weekly, biweekly, monthly — and the clients who say 'pause for the summer'.
Auto Repair & Mechanics
Oil change cadence, brake jobs, and customers who don't come back after one bad estimate.
Appliance Repair
Refrigerator, washer, dryer — and the second call that should have come.
Carpet & Upholstery Cleaning
The annual touch most owners forget — until the puppy.
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.
Works alongside the platform you already run on.
Retention IQ reads work-order and customer data — it doesn't replace your dispatch, invoicing, or scheduling system. Nothing changes for the technician, the office, or the customer.
Map your first verified-return campaign.
Bring your ServiceTitan, Housecall Pro, Jobber, or other customer export. We will confirm the data path, consent posture, attribution rules, and completed-service verification before activation.