Automate maintenance agreement reminders

Remind customers about seasonal tune-ups and renewals.

The problem

HVAC and plumbing shops sell maintenance plans but forget to schedule the visits or renewals.

Step by step

1. 1Keep plan customers, plan type, last visit and renewal date in a sheet or your field service software.
2. 2Use Zapier or Make to trigger when a visit is due.
3. 3Have ChatGPT draft a short reminder text or email from a template.
4. 4Send automatically or have the office approve first.

Copy-paste prompt

Write a short, friendly reminder text (under 300 characters) and a short email for a [HVAC/plumbing] customer whose [spring/fall] tune-up under their maintenance plan is due. Include how to book: [phone/link].

Review AI output before using it. Don’t paste confidential, customer or patient data into tools your company hasn’t approved.