Maintenance Plan Reminders

Turns your list of maintenance plan customers and their visit or renewal dates into a ready-to-send reminder for each one.

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Before and after

BEFORE · what the owner typed

Wrenbrook Heating and Air, phone 206-555-0170. Today is April 14. Texts please. Book by calling us or replying to the text. Plan customers: Gavin Warner, 1033 Wheatbrook St Wrenbank, furnace and AC, spring tune-up due April 30, last visit was October 9. Tech noted his air filter was a 16x25x1 and he picked up a few extra. Georgia Wise, 1412 Windbrook Ave Wrenbank, heat pump (Mitsubishi Hyper-Heat), tune-up was due March 20, last visit September 22. Tech recommended replacing the condensate drain line cleanout cap, not done yet. Glenn Andersen, ductless mini split in the garage workshop, plan renews May 6. Renewal is $189 for the year, includes two visits and priority scheduling.

AFTER · what the skill produced

Gavin Warner (upcoming visit)
Hi Gavin, this is Wrenbrook Heating and Air. Your spring tune-up for your furnace and AC is due April 30. Call us at 206-555-0170 or reply to this text to book your visit.

Georgia Wise (overdue visit)
Hi Georgia, this is Wrenbrook Heating and Air. Your heat pump tune-up was due March 20, and your last visit was September 22. At your last visit we recommended replacing the condensate drain line cleanout cap. Call us at 206-555-0170 or reply to this text to book.

Glenn Andersen (plan renewal)
Hi Glenn, this is Wrenbrook Heating and Air. Your maintenance plan for the ductless mini split in your garage workshop renews May 6. The renewal is $189 for the year and includes two visits and priority scheduling. Call us at 206-555-0170 or reply to this text with any questions or to renew.

Questions for the owner

Gavin Warner: you mentioned his 16x25x1 filter and extras. Do you want that mentioned in his reminder, and should we say the filters are set aside for his visit?
Glenn Andersen: how does he renew (pay by phone, invoice, or another way)? His text points him to a call or reply for now.
Is there a price for the recommended cleanout cap replacement for Georgia Wise that you want included?

What it does

Turns your list of maintenance plan customers and their visit or renewal dates into a ready-to-send reminder for each one. Handles tune-up reminders, overdue visits, and plan renewal notices, one customer or a whole list at once.

Use it when: Use when an HVAC company needs to write reminder messages for customers on a maintenance plan, such as "remind my plan customers," "spring tune-up reminders," "who is due for a visit," or "write a plan renewal notice."