Growing revenue with a successful HVAC marketing plan requires a different skill set than tuning up a furnace, fixing a broken air conditioner, or installing an indoor air quality system. Designing and executing an effective marketing strategy can seem complicated when you also have to deal with call booking, tech scheduling, customer service, and all the other essential processes involved in running an HVAC business.
Over the years, ServiceTitan has helped thousands of companies in the HVAC industry grow with our field service management software. We provide a range of tools to manage advertising and marketing, attract new business, and track the ROI of every marketing and advertising campaign, as well as offering tools for managing other key aspects of your business.
Our comprehensive business management platform also simplifies how businesses can manage their online presence (such as Google reviews), help automate direct mail campaigns, and reduce cost-per-lead with highly targeted email marketing.
In this comprehensive guide to HVAC marketing, we took the guesswork out of the equation with 16 proven HVAC marketing tips to grow your business.
HVAC Marketing Tips
In the process, we’ll show you how our HVAC business software can help you achieve all of these strategies.
Want to find out more about how ServiceTitan can help you with your HVAC marketing strategy and other essential business operations? Book a free, personalized demo here.
1. Make Your HVAC Website Mobile-Friendly
Optimize your home service site for smartphones and tablets.
Put great reviews front and center.
Be where your customers are—on mobile devices.
To meet your company’s HVAC marketing objectives, make sure customers can find your mobile-friendly website quickly and easily from any smartphone or tablet.
Having a mobile-friendly site means that your website is able to be properly viewed on any mobile device—like a smartphone or tablet. A mobile-friendly website should be less crowded than a website designed to be viewed on a desktop.
A professional web developer can advise you on all the required features, including:
Responsive design: The site adapts to any screen size.
Dynamic serving: Depending on the type of device they are using, viewers see a specially adapted version of your website.
Mobile app development: Creating a mobile app for your HVAC business may be another great addition to your existing mobile-friendly website.
Why is a mobile-friendly website so important? Because it’s how today’s connected customers find your HVAC services, read your customer reviews, and engage with your HVAC marketing ideas. If your website isn’t fast, secure, easy to navigate, and immediately accessible from their smartphone, they’ll lose patience and move on to the next company with a better HVAC website design.
On top of these benefits, well-designed mobile-friendly websites rank higher in Google searches. Consumers searching for “HVAC near me” want to find someone quickly, and usually do so using their mobile device.
Read more tips on how to grow your HVAC business here.
2. Optimize Your HVAC Website for SEO
90% of consumers use the internet to find local businesses.
Think local when picking the best keywords.
Sprinkle variations of keywords throughout your website.
When strategizing HVAC SEO (search engine optimization), think about today’s busy customers. What do they do when they need an HVAC service? They search online for local HVAC companies.
When someone types “A/C repair” or “furnace tune-up” into Google, Google’s algorithm searches for results most relevant to those keywords and closest to the online shopper’s geographic location.
To get your company to appear on Page 1 of Google’s organic search results, optimize your website with the best keywords people use to find your services. Your efforts will also improve traffic from search sites like Bing, DuckDuckGo, and Yahoo.
If you’re an HVAC company in Tampa, for instance, be sure to use “Tampa A/C repair” as one of your main keywords. Sprinkle variations of the keywords on your website’s landing pages, content blogs, headlines, subheads, meta tags, and meta descriptions to improve the SEO health of your website.
Here are some additional tips for improving your website:
Make it easy for customers to contact you. Display your phone number and other contact information at the top of your website, and make sure phone calls are answered 24/7.
Add a contact form. Along with phone numbers to book appointments, add a contact form for more general inquiries. The potential customer’s contact details will make it easier to convert website visitors into leads.
Personalize your message. Tell your company’s story or showcase your HVAC techs’ work in behind-the-scenes videos.
Highlight online reviews or customer testimonials. Get customers to spread the word about your excellent HVAC service.
Write a blog or start an HVAC podcast. Become an online HVAC resource for consumers and HVAC techs by focusing on content marketing.
Grab customers' attention with a call-to-action (CTA). Showcase special offers, discounts, and other incentives to boost HVAC service leads.
Further reading: 10 Top HVAC Websites & Tips to Improve Your Website
3. Set, Manage, and Adjust Your HVAC Marketing Budget
What percentage of sales should be dedicated to a marketing budget?
Traditional and digital marketing options.
Targeted campaigns, social media, and Google opportunities.
Establishing a marketing budget for an HVAC company means committing a certain percentage of your sales revenue to HVAC advertising, in whatever combination works best for your company to reach more customers.
Experts in the industry say HVAC contractors need to dedicate 10% to 20% of sales toward their HVAC marketing budget, if they truly want to grow their business. A 5% marketing budget is considered a small “maintenance” budget that yields minimal results.
Set your HVAC marketing budget, then take a look at the costs of HVAC marketing and where you should spend those dollars for the best ROI. Options might include traditional advertising on TV, radio, newspapers, and billboards, printing and sending direct mail fliers, and most importantly, internet marketing.
Focus your budget on HVAC internet marketing, then manage and adjust it regularly by tracking results for each campaign.
Mastering HVAC digital marketing—from targeted email campaigns and paid social media posts to Google Local Services ads and 5-star Google reviews—increases brand awareness for your HVAC company and helps you build an online reputation.
Further reading: How to keep revenue flowing in the HVAC slow season
4. Add Email Marketing to Drive HVAC Leads
Put the most relevant message in front of the right customers.
Segment your email audience based on relevant data.
Improve your customer relationship management to target appropriately.
Targeted HVAC email marketing is considered one of the most effective marketing channels today, earning $40 for every $1 spent.
According to Megan Bedford of Mugyver Consulting, the best HVAC email marketing campaign gets your company’s name in front of the most customers with the most relevant message at the right time. Many companies don’t do automated HVAC email marketing because they can’t manage it themselves or find a cost-effective HVAC marketing agency to do it for them.
Mass emails with generic messages typically don’t resonate with customers and result in lower conversion rates.
Use ServiceTitan's Marketing Pro to Boost Your Email Marketing Strategy
Tools like ServiceTitan’s Marketing Pro allow you to segment your email audience by ZIP code, age of equipment, date of last service, new homeowner, and more.
By using data already collected in ServiceTitan, you can target previous customers with a “We Miss You!” email campaign, follow up with current customers on unsold estimates, or offer a discount to new homeowners and commercial customers.
For Cody & Sons Plumbing, Heating & Air in Dallas, ServiceTitan Marketing Pro helped improve the company’s customer relationship management (CRM) system to target their own customers appropriately, says Robin Cody, the company’s Director of Marketing.
“Before, we just didn’t have the time or tools to target existing customers,” she says.
How ServiceTitan Optimizes Your Email Marketing Strategy
To help with your HVAC marketing and lead generation strategies, ServiceTitan’s add-on service, Marketing Pro, provides an all-in-one solution that uses customer data to target specific profiles to bring in more calls, leads, and bookings at a higher spend per customer.
Our targeted HVAC email marketing tools let you focus promotions, discounts, and other marketing messages on the potential clients who are most likely to need what you are offering.
For example, with ServiceTitan’s Marketing Pro, you can send emails to a list of customers from your customer base who have yet to respond to estimates and give them a phone number to call to close the deal. Customers often book appointments in response to reminder emails like these.
You can also send emails to customers for whom you’ve installed an air conditioning system, reminding them when it's time for a maintenance check. This approach leverages previous work from customers you already have, and turns them into additional sources of revenue in what may be a slow period of bookings.
Marketing Pro also gives you a huge range of email templates, as seen in the image above. Just pick the email template that works best for you, adapt the text, and send it out to your selected list.
With ServiceTitan, you can also monitor the exact ROI of every one of your email campaigns. The details appear right in the ServiceTitan dashboard.
By keeping an eye on which of your campaigns are most successful in terms of bringing in real bookings and revenue, you can decide where to double down and which campaigns need to be adjusted for greater ROI.
Targeted email marketing tends to cost less per HVAC lead than traditional HVAC advertising channels and keeps your brand top-of-mind for customers.
Previous A/C customers definitely remembered Jupiter-Tequesta Air Conditioning, Plumbing & Electric when the small mom-and-pop HVAC company used ServiceTitan’s Marketing Pro for their email marketing campaign.
The company’s one-time “We Miss You!” email marketing message triggered a flood of HVAC leads and has garnered $60K+ in revenue for their company (at the time of writing).
“We thought if we get 10 calls out of this, then awesome. We weren’t expecting anything crazy,” says Bill Highsmith, the company’s Process & Procedure Manager. “After one week, the revenue on that one email brought in about $4,000.”
5. Focus on Lead Tracking and Reporting
Measure success with lead tracking and reporting.
Demand tracking details about every lead.
Accurately calculate cost and ROI.
Digital marketing consultant Chris Yano—CEO of Ryno Strategic Solutions and co-host of “To the Point” podcast—advises that HVAC service companies focus on lead tracking and reporting to truly measure the success of their digital marketing. He goes on to explain that if the marketing company you’ve hired isn’t helping you track data, it’s doing you a disservice.
To make good decisions about how to best spend your marketing dollars, you need full transparency and specific details about all of your leads, so you can accurately calculate the cost and determine your ROI.
“You’ve got to know,” Yano says. “You have to know 100% where you stand.”
How ServiceTitan Tracks and Reports on Leads
One of the most important aspects of any marketing plan focused on lead generation is measuring ROI so you can know how much business you're getting for every dollar you spend on marketing.
Make sure you have a system in place for tracking how many leads—and customers—are generated from each campaign. This way, you know which campaigns are performing well and which are not.
ServiceTitan offers campaign tracking telephone numbers and real-time ROI reporting for all of your marketing campaigns.
For each of your campaigns, you can track the number of calls they brought in, the jobs your reps booked from these calls, and the actual sales results of those jobs. You can also calculate the ROI on your HVAC advertising campaigns as ServiceTitan identifies how much revenue you make from each ad, and breaks it down into cost per lead.
By measuring the marketing ROI of each campaign, ServiceTitan helps HVAC companies:
Know how much revenue each HVAC marketing campaign generates.
Track how well staff convert leads into jobs and sales.
Focus HVAC marketing dollars on the campaigns that actually make money.
Stop wasting money on ads—and platforms—that don’t perform.
6. Demand Transparency with Call Tracking Software
Have the capability to listen to every customer call.
Tie calls to specific marketing campaigns.
Adjust marketing spend and training.
Utilize call tracking software for full transparency into which customer calls convert to real job leads. But keep in mind, simply deploying the software and listening to every third call won’t give you a clear picture.
According to Yano, every call needs to be listened to and classified appropriately. Separate new customers from repeat customers. Take referral leads out of the equation. Remove solicitations and missed calls. Filter requests for parts from calls tied to a direct mail campaign.
At Ryno Strategic Solutions, they listen to and categorize each call by tracking date, time, location of caller, CSR name, booking status, objections, a call transcript, and more. That level of detail identifies problems, along with training opportunities, and allows businesses to solve problems.
ServiceTitan's Call Tracking Features
ServiceTitan’s core software allows you to record every phone call your customer service reps (CSRs) answer, so you can refer to it later on. The details of these calls can help you identify how well your CSRs are performing. Are they closing sales or do they need training to improve?
Phones Pro, a ServiceTitan add-on service, is cloud-based and fully integrated with our core software. It improves your CSRs’ performance and helps drive higher booking rates, increase revenue, and improve efficiency.
With Phones Pro, call recordings can be accessed from anywhere, and your HVAC techs can listen to them before they arrive onsite to check job details.
Real-time call transcription and customer sentiment analysis can help you identify customers who may need extra assistance while also providing future training opportunities for your CSRs.
7. Verify and Promote Your Google Business Profile Page
Use Google Business Profile effectively.
Appear on Page 1 of Google’s organic search results.
Choose what percentage of marketing dollars should go to search.
Verifying your Google Business Profile (formerly known as Google My Business) is simple, and it doesn’t cost a dime! Take your time to set up a quality Google Business Profile to attract new customers.
If your HVAC company operates multiple businesses, you can set up a Google Business Profile for each one, as long as you add different addresses and phone numbers for each.
With a well-optimized website, good customer reviews, and a verified Google Business Profile page, your HVAC company can gain more leads by showing up on Page 1 of organic Google results when a customer in your area searches for HVAC services online. Companies can also buy pay-per-click digital ads for better visibility, as well as set up call tracking to measure ROI.
Focus on Google when it comes to online HVAC advertising, says Tommy Mello, The Home Service Expert and owner of A1 Garage Door Services, a $30 million-plus home services business with over 200 employees in nine states.
Mello advises spending at least half of your marketing dollars on HVAC SEO, pay-per-click digital ads, Google Business Profile, Google Local Services, and getting more positive customer reviews.
Today’s consumers find 70% of all services online through Google searches, he says, so “just understand Google is God when it comes to home service.”
Mastering the online marketing game increases brand awareness for your HVAC company and helps you build an online reputation. If you’re focused on being helpful and providing great service, customers will remember you the next time they need HVAC services.
8. Tell Your Company’s Story in Videos or Blogs
Build authority with your target audience.
Target high-ranking keywords in your market.
Regularly update your company’s website with authentic content.
Get to know your customers by letting them get to know you. Frequently posting blogs or videos about your company helps to build authority with your target audience, improves your search engine ranking, and increases organic traffic for your brand. It’s HVAC marketing at its finest and relatively inexpensive compared to other marketing tactics.
Use blogs and videos to target high-ranking keywords in your market, such as “fix A/C leak” or “furnace blower repair,” and offer helpful information and tips. Include keywords in the headline, captions, subheads, and throughout the content, as well as photo alt text and metadata fields.
Regularly updated websites rank higher on Google and other search engines, and posting content with high-ranking keywords is a cost-effective way to improve your website’s SEO. Just make sure the content is authentic, and not simply overstuffed with keywords.
Need more inspiration? 12 HVAC market trends this year
9. Make Your Brand Sticky and Disruptive
Do customers remember your business name or logo?
Is your brand unique, or does it get lost in the crowd?
Do customers feel at ease and find your company trustworthy?
Branding can make or break a small business, so in times of economic uncertainty, it’s imperative to set your brand apart from the herd, says Dan Antonelli, President and Creative Director of KickCharge Creative.
Branding is how customers perceive your company, whether it’s your business logo, advertising campaigns, signs on your trucks, or employee uniforms. Always strive to make your brand sticky and disruptive, Antonelli says.
“By sticky, we mean it stands out in their mind, they can remember who you are when they need to,” Antonelli says. “As contractors, we're trying to counter the fact that a lot of homeowners are scared about who's coming to their home, right? They want to figure out, who can I trust to be inside my home and fixing something of mine?”
Be disruptive by standing out from the crowd. Your brand should be unique, something that doesn’t blend in.
Antonelli advises a good brand does the following to attract customers:
Puts customers at ease
Diffuses negative stereotypes or biases
Aims to make people feel confident in their choice and reaffirms the company value
Matches the company deliverables
Takes control of the conversation and sets the tone to show customers why they should choose to do business with you
Whether you’re leveraging the longevity of your brand, your trustworthiness, or a catchy name, just make sure your foundational branding is strong.
10. Ask HVAC Clients for Google Reviews
Develop a better strategy for securing positive reviews.
Customize your message to make the request personal.
Make leaving a 5-star Google review easy for customers.
With more consumers shopping online today than ever before, your company’s HVAC business plan better include a strategy for managing online reviews. Your online reputation depends on it, says Travis Ringe.
Ringe co-owns ProSkill Services, a full-service air conditioning, electrical, plumbing, water heater, and water treatment home services company in Arizona. It’s a $14 million operation with more than 5,000 5-star Google reviews.
Ringe says he focused his HVAC marketing on getting more 5-star Google reviews by using ServiceTitan’s built-in survey tool to customize a personal message and ask customers to leave a Google review. The HVAC online marketing software automates the process for better results.
When you provide awesome HVAC service and make it easy for customers to leave a review, they usually do, Ringe says. “We get between five and 15 Google reviews per day, on average.”
With 82% of customers saying they read online reviews for local companies and more than half saying they won’t consider hiring a company with less than 4 stars, managing online reviews has become a vital part of doing business in today’s digital world.
Positive customer feedback on review platforms such as Google, Facebook, and other social media platforms and business review sites can make the difference when customers decide which HVAC service to hire. In fact, according to a consumer survey, 94% of consumers said positive reviews make them more likely to use a business.
Real customers who leave positive reviews help build trust in your business. Prospective customers read an average of 10 reviews before trusting a business, and 89% of those people—between 35 and 54 years old—trust online reviews as much as personal recommendations, according to the survey.
To help manage your online reviews, ServiceTitan includes a built-in notification tool as part of its customer experience software, automatically sending survey requests after each service has been completed. That makes it easy for customers to share their experience on an online review site (Google, Yelp, etc.) while it’s still top-of-mind.
In addition, we have a reputation management tool that lets you automate sending review requests to customers (so you can get more reviews from more customers). Our tool lets you easily stay on top of your online reviews, reply to reviews, show appreciation to customers, and get insights into which technicians or jobs are attached to which reviews, so you can better see which of your employees is producing positive or negative reviews.
How ProSkill’s Services Uses ServiceTitan’s Automated Messaging to Collect Google Reviews
ProSkill Services, which offers HVAC, plumbing, and electrical services in Arizona, has more than 5,000 Google reviews with a 5-star rating and nearly 800 Facebook recommendations. Co-owner Travis Ringe says there’s more to getting high-quality, positive reviews than simply asking customers for one.
“If you want to drive reviews,” Ringe says, “you have to deliver a full experience worthy of writing a review.”
You also need to make it easy for customers to leave a review by, for example, texting the review link directly to the customer before leaving the job site. ProSkill uses ServiceTitan’s built-in messaging tool to customize a personal message and ask customers to leave a Google review.
“Google really rules the roost, and I want all my reviews on Google,” Ringe says.
Learn more about how to ask customers for reviews to improve your online rankings here.
11. Master Local SEO Strategies by Geo-targeting the Right Audience
Learn as much as you can about your service area.
Join local groups on platforms such as Nextdoor and Alignable.
Build awareness and trust for your business brand.
Remember how we discussed optimizing your website above for local search? The same HVAC marketing strategies apply to mastering local SEO, or identifying the right local audience for your company. It’s how you get in front of those local customers searching online for “HVAC near me.”
Do you know how many people own homes in your service area? Do you know your customers’ demographics such as age, gender, average household income, and credit score? Do you know what specific HVAC keywords they search for most often in your locale?
Learn as much as you can about your customers before starting an HVAC online marketing campaign. Join local groups on platforms such as Nextdoor and Alignable to help build referral traffic, distribute HVAC advertising flyers in local neighborhoods, or post a funny video to local Facebook groups to engage new customers.
The more your company appears in front of the right audience with the right message, the more awareness and trust you build in your brand.
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12. Buy Google Local Services Ads to Gain Better Visibility
Google Local Services puts your digital ads atop search results.
Craft the snapshot of your business to sell your services.
Only pay when customers contact you through the ad.
While a well-optimized website can produce organic Google search results, buying Google Local Services digital ads makes it more likely your company appears at the top of Google search results, above pay-per-click advertising results (PPC ads) and organic listings.
Local customers looking to hire an HVAC business can view a quick snapshot of your business—such as your company name, Google review rating, and years in business—to determine whether your HVAC company fits their needs.
Costs for Google Local Services ads vary, but you only pay when a customer contacts your HVAC business through the ad. This cuts down on useless job leads from customers simply price-shopping HVAC services online.
ServiceTitan integrates with Google Local Services Ads to allow homeowners to directly schedule online appointments with your company, and provides business owners with ROI metrics on every campaign.
If you qualify for the Google Guarantee, you are eligible to buy these ads, which can be the first thing consumers see when they do a search.
Google Local Services Ads are different from Google ads because you select categories of work you do rather than optimizing for keywords that prompt your ads to show up when a potential customer searches for them.
Google has an algorithm for how this works. Some factors that will affect how an HVAC services ad ranks include your company’s proximity to a searcher, your company’s Google Business Profile rating and number of reviews, your responsiveness, and even your business hours.
Google Local Service ads allow you to advertise your HVAC services on Google and receive HVAC job leads directly from potential customers. When a homeowner searches “Indoor Air Quality Charlotte,” your Local Services ad appears at the top of the Google Search results.
Ensure your HVAC company operates from a physical building in the specific area where you’re advertising your services—not just a P.O. Box address. Otherwise, Google may penalize your company by removing your name from their local HVAC list.
A partnership between ServiceTitan and Google makes jump-starting your HVAC advertising success easier with Google’s Local Services Ads.
Learn more about Google Local Services Ads here.
13. Leverage HVAC Direct Mail Marketing to Reach Customers
Make creative direct mail part of your brand strategy.
Catch customers’ attention with catchy slogans and incentives.
An agency can help make your direct mail look professional.
Combining traditional HVAC direct mail marketing with strong social media efforts and other HVAC internet marketing options works well for many companies, such as Sunny Service in North Central Texas.
You just have to find the right combination of HVAC marketing that works for you, says owner Ben Stark, who’s also a longtime industry leader and HVAC-R consultant.
“For us, getting the message right into customers' hands has always been kind of powerful,” he says.
Stark also gets to know his customers by giving back to his local community. Stark’s company installs HVAC systems for people in need and supports the Susan G. Komen Foundation by wrapping their trucks with pink stripes, then donating a percentage of proceeds to breast cancer research. While charitable, these efforts also promote brand awareness and trust, he says.
Creative direct mail marketing can also capture customers’ attention with catchy HVAC advertising slogans, unusual HVAC business names, and interesting HVAC logo ideas. Including an incentive or coupon to inspire action never hurts either.
Hire an HVAC marketing agency to help you create the most professional-looking HVAC advertising flyers or HVAC marketing postcards, so customers remember your company the next time they need HVAC services. Brainstorm creative incentives or campaigns to get new customers to call.
Manage Direct Mail Campaigns with ServiceTitan
ServiceTitan helps HVAC businesses manage their direct mail by giving them everything they need to design, print, mail, and track the results of each campaign. It takes just minutes to choose a postcard from our library, adjust the text for your purposes, select an audience, and send it out.
Each campaign costs you a single flat rate per postcard, whether you send out just one or thousands.
Using ServiceTitan, you can track the revenue generated by each of your campaigns and identify which are driving revenue and which are less successful.
14. Use an App-Based HVAC Lead Generation Service
Yelp, Angi (formerly Angi's Leads and HomeAdvisor), and others offer another marketing avenue.
Be careful with costs, make sure leads are useful and cost-effective.
Do research to find which platform is effective in your market.
Using app-based HVAC lead-generation services, such as Yelp, Angi (previously Angi Leads and HomeAdvisor), Thumbtack, and others, creates another avenue for HVAC leads. The jury is still out, however, on how effective these lead-buying services really are for growing your HVAC business.
Some contractors say HVAC lead-generation services pay dividends, while others struggle to see their value when they find themselves, more often than not, paying for useless leads that never turn into real jobs.
With more than 90% of consumers using the internet to find a local business in the last year, listing your company on heavy-hitter business listings websites like Yelp or Angi can help your HVAC company rise to the top of organic Google searches.
Just be sure to read the fine print before signing up to know whether you’ll gain value from investing. Do some research to find out which platforms perform best in your market.
Learn more about how sites like HomeAdvisor (Now Angi) work.
15. Measure Results for All HVAC Marketing Strategies
Make sure to review your marketing strategies for effectiveness, and adjust accordingly.
Tie all new customers to the marketing campaign they used to find you.
Call tracking software helps you figure cost per lead, ROI by source.
No matter which HVAC digital marketing strategies your company deploys, what matters most is measuring the results and adjusting accordingly.
Measuring ROI with ServiceTitan
To see which marketing campaign strategies are working for your business, create a marketing scorecard of all current campaigns, then tie all new customers to the specific marketing campaign that brought them to you. Boost spending on campaigns with higher returns, and drop channels with poor performance.
If your company uses call tracking software, such as ServiceTitan Phones Pro, you can easily track the number of calls, booked appointments, sales, revenue, cost per lead, and ROI for each HVAC advertising source.
ServiceTitan’s Marketing Pro also makes sending targeted email campaigns a breeze, and allows users to track real ROI by measuring email performance and revenue attribution.
Ready to market like a pro? Click here to learn more.
16. Deliver Awesome Customer Service From Start to Finish
Getting 5-star Google reviews is dependent on 5-star service.
Train every technician to treat customers like their grandma.
This simple, old-school method of marketing produces word-of-mouth referrals.
The best HVAC marketing ideas from industry leaders always include providing awesome customer service to every customer from beginning to end. Even in today’s digital world, that’s how companies get more HVAC leads, more 5-star Google reviews, and more loyal customers.
Barry Palmer, co-owner of All Pro Air in Riverside, California, trains his HVAC techs to treat every customer like they’d treat their grandma. It’s a simple, old-school HVAC marketing method that works.
“We've always had tons of 5-star reviews. People call us because of that. They use us because of that,” Palmer says.
ServiceTitan’s scheduling and customer experience software lets you text customers with alerts, including: appointment reminders, notices that the technician is on their way, and even a link to a Google review page where they can easily provide a review after the job. This makes it easy for them to leave a review and increases the chance that they will. If they feel like the technician communicated well and showed up on time, they're more likely to love the service and give you a great review.
Once the tech arrives, they have full access to the client’s service history and property data. This gives them all the information they need to provide a smooth service, as well as the opportunity to make the customer feel known and valued, no matter how long it’s been since their last service appointment.
Pricebook Access Improves the Customer Experience
ServiceTitan Mobile gives your HVAC techs easy access to your pricebook, allowing them to effortlessly build estimates and provide on-the-spot solutions for their customers’ problems.
For example, it gives HVAC technicians, business owners, and office staff tools to create Good-Better-Best proposals using the prices and services included in their pricebook.
Techs can build their estimates and proposals directly on their mobile devices (e.g., iPhone or iPad), without leaving the customer’s premises. They can choose to use estimate templates for the most commonly offered services and customize them for each new customer, or build their own from scratch.
Because the ServiceTitan pricebook features high-quality photos and comprehensive product details, techs can easily show products, packages, and services to the customer right on their tablet.
Whether the customer is a homeowner or a commercial business, they can immediately choose the service they want, without having to wait for an estimate to be calculated back at the office. Techs can then create work orders, offer financing options, generate invoices, and even collect payments directly from ServiceTitan’s Field Service App.
Want to find out more about how ServiceTitan can help you with your HVAC marketing strategy and other essential business operations? Book a free, personalized demo.
ServiceTitan HVAC Software
ServiceTitan is a comprehensive HVAC business software solution built specifically to help service companies streamline their operations, boost revenue, and achieve growth. Our award-winning, cloud-based platform is trusted by more than 100,000+ contractors across the country.