The Marketing Clerics Apply

Email marketing for HVAC contractors

You installed the system. Own the next ten years of service.

One personalized email a month to your past customers in ServiceTitan or Housecall Pro, written by a real person and matched to the system you installed. So the tune-ups, the filter changes, and the eventual replacement all come back to you instead of the $59 postcard down the street.

Send your first email for $599

Built for HVAC contractors on ServiceTitan or Housecall Pro MAX. The $599 trial is where you start.

ServiceTitan or HCP MAX Written by real people You own everything
A Marketing Cleric as an HVAC tech, checking gauges at a condenser unit

Why HVAC customers stop calling

HVAC is a relationship, but most shops install one system and vanish.

You put in a system that should run for fifteen years, and it needs attention every one of them: spring and fall tune-ups, a capacitor or a filter here and there, and eventually a full replacement. That's a decade of work in your past-customer list. But when a competitor's tune-up postcard shows up in the mailbox, the homeowner you installed for often calls them instead, because they heard from the other company and not from you.

Customer retention is the cheapest way to grow in this trade. The customers you already served know your techs and trust your work. They just need to hear from you before someone else reaches them.

Email personalization for HVAC contractors

Every past customer gets a different email.

Instead of one tune-up postcard for everyone, we look at the system you installed and how long it's been, then send each customer the message that fits where their equipment is in its life. Everyone on the list gets a different email.

Your customer
last_job
AC install
last_seen
90 days ago
They receive
New system cooling clean? Anything weird?
Free 90-day callback while it is covered
Your customer
last_job
Furnace replacement
last_seen
6 months ago
They receive
Your first-year tune-up keeps the warranty valid.
Most manufacturers want documented annual service
Your customer
last_job
Ductless mini-split
last_seen
1 year ago
They receive
One year in. Annual service, locked rate.
Coil clean, refrigerant check, drain flush
See it live on the homepage

Watch the email rewrite itself for any customer.

Seasonal email for heating and cooling

And there is always a reason to reach out.

On top of the job-based emails, heating and cooling follows a clear calendar, so there's a natural reason to email every month.

Spring

AC tune-ups before the first heat wave, membership renewals, indoor air quality, and thermostat upgrades like Ecobee and Nest.

Summer

Emergency cooling, capacitor and refrigerant reminders, and replacement quotes while systems work their hardest.

Fall

Furnace and heat-pump tune-ups, filter changes, and safety inspections before the first freeze.

Winter

No-heat priority for maintenance agreement members, humidifiers, and replacement planning for aging systems.

$36
comes back for every $1 spent on email marketing, per Litmus

What email marketing returns for HVAC shops

Why a personal email beats another postcard.

That $36 is Litmus's average return for email marketing, and it tends to go up when the email is about the system you actually installed instead of the same tune-up offer everyone gets. HVAC customers need you again and again: tune-ups, repairs, and eventually a replacement. A $599 trial send shows you what that looks like for your shop before you commit to a year.

What an HVAC shop actually has to do

Your part takes about a minute a month.

You're busy running an HVAC business, so we kept your part of this small.

01
Send a 60-second StorySpark

Snap a photo and record a quick voice memo from an install or a service call. That's all we need to get started.

02
Approve the proof

We write it, design it, and match it to each customer's system. You look it over and say go.

03
That's it

The data pull, the personalization, the send, and the tracking are all on us.

No story this month, or no time to hunt one down? We pull it straight from the installs and tune-ups you already logged in ServiceTitan or Housecall Pro, using your crew's photos and notes. Nothing sends until you approve it.

How we work with HVAC contractors

Built by people who take your name seriously.
ServiceTitan or HCP MAX required

We personalize every email from your software's data, so both the trial and the program need that connection.

A real Cleric on your account

One person who knows your shop and writes in your voice, instead of a chatbot or a template.

You own everything

After the year, the email system, the automations, and the data are yours to keep.

Honest pricing, always

The same published price for every shop, with no hidden fees and nothing that auto-renews.

Email marketing questions from HVAC shops

Fair questions from HVAC shops.

Isn't a tune-up postcard cheaper?

A postcard goes to everyone and says the same thing, so it's competing on price with every other card in the mailbox. This goes to the customer whose system you installed, when it's due for something, in your voice. It comes across as service instead of another coupon.

My techs already build relationships. Why email?

Your techs are great in the moment, but there are months between visits when the customer hears nothing from you and plenty from your competitors. Email keeps you in front of them the whole time, so the next tune-up or replacement is yours.

Which software do I need?

ServiceTitan or Housecall Pro MAX, for both the trial and the program. Everything runs on a direct connection to your software, and on Housecall Pro that connection requires MAX. That's how we pull each customer's service history and personalize their email. If you're on Housecall Pro but not MAX, you'd need to upgrade first.

Is email marketing worth it for an HVAC company?

HVAC is where it tends to pay best, because the same customer needs you for fifteen years: tune-ups twice a year, repairs, and eventually a replacement. Keeping that customer is customer retention, and it costs far less than finding a new one. Litmus puts email's average return at $36 for every $1 spent . The $599 trial runs it once on your own list, so you see your number instead of an industry average.

What emails should an HVAC company send past customers?

Ones matched to the equipment you installed and where it is in its life: a 90-day check-in after an install, the first-year tune-up that keeps the warranty valid, maintenance agreement renewals before they lapse, and replacement planning once a system passes ten years. The seasons set the timing, with cooling in spring and heating in fall. Customers who've gone quiet get a reactivation email instead of another tune-up offer.

How often should an HVAC company email its customers?

Monthly, with the season choosing the topic. Heating and cooling give you a real reason to write every month, so a spring tune-up reminder lands when the customer is actually thinking about their AC, and it reads like service instead of marketing. Customers on a maintenance agreement hear about their next visit. Everyone else hears why a membership is worth having.

Guides for HVAC contractors

What the software you already run can and can't do, and what it takes to bring past customers back.

Customer retention for contractors: the benchmark that doesn't exist

There is no published benchmark for customer retention in home services. What we checked, which numbers held up, and what to measure instead.

Database reactivation: what your dormant customer list is actually worth

What a database reactivation campaign is worth for a contractor, how to run one without burning your list, and why doing it once is the mistake.

Done-for-you email marketing: what you actually hand over

What done-for-you email marketing actually means for a contractor: who does what, what it costs, what you own at the end, and who shouldn't buy it.

Email marketing on Housecall Pro: what Campaigns costs and where it stops

What Housecall Pro Campaigns costs, the three-year rule that quietly excludes your oldest customers, and what to do when you outgrow the built-in email tool.

Email marketing on ServiceTitan: what Marketing Pro costs and where it stops

See what ServiceTitan Marketing Pro email really costs, where its email tool stops, and a like-for-like alternative for your customer list. Get the numbers.

Start with your HVAC customer list

Own every season you already earned.
Send your first email for $599