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AI Sales Agents for HVAC

Sell more maintenance plans, automate renewals, and win back lapsed customers. AI follow-up built for HVAC companies.

  • Post-Repair Upsells
  • Renewal Automation
  • Lapsed Customer Win-Back
  • 24/7 Enrollment
Build my AI freeTalk to JulieView pricing
Workflow Running
TriggerNew lead from your website form
Within secondsAI sends a personal text
If no replyFollow up by call the next day
When bookedReminders 24h and 1h before
Example, for illustration

Why HVAC companies choose Centerfy for maintenance plans

Maintenance plans are your most predictable revenue. Centerfy makes sure you sell them at scale: after every repair, to your whole database, and to every inbound inquiry.

Convert repairs to plans

Automatic follow-up after service introduces the plan at the best moment to convert: right after a successful repair.

Renewals that don't slip

Renewal sequences run at 60, 30, and 7 days before expiration. Customers stay enrolled without staff chasing them.

Win back lapsed customers

Targeted outreach to expired plan holders acknowledges the gap and gives them a strong reason to re-enroll.

Built for how HVAC companies actually sell maintenance plans

Every tool is built to help you grow predictable recurring revenue from maintenance plans.

Post-repair plan conversion

Follow-up after every repair introduces the maintenance plan and handles the enrollment conversation.

Database outreach campaigns

Personal campaigns reach past customers without a plan. Each one references their service history and time since their last visit.

Renewal automation

Renewal sequences at 60, 30, and 7 days before expiration make sure contracts don't lapse silently.

Inbound plan inquiry handling

AI answers website plan inquiries within 60 seconds, handles common questions, and enrolls the customer or books a call.

Go live in days, not months

  1. 1Day 1

    Import your contacts

    Upload your customer and plan holder lists, or sync them from your current system in minutes.

  2. 2Day 1 to 2

    Configure campaigns

    Set up post-repair follow-up, renewal sequences, lapsed customer outreach, and inbound handling.

  3. 3Day 2 to 3

    Train your team

    Get quick onboarding with HVAC templates for maintenance plan enrollment workflows.

  4. 4Day 3+

    Start enrolling customers

    Go live with automated plan sales, renewals, and win-back campaigns from day one.

Built for HVAC maintenance plan workflows

  1. 1Repair Completed
  2. 2AI Follows Up
  3. 3Plan Introduced
  4. 4Enrollment
  5. 5Renewal Managed

Post-repair plan conversion

Follow-up goes out two hours after every repair. It introduces the plan and handles enrollment at the peak moment to convert.

Annual renewal automation

Sequences at 60, 30, and 7 days before expiration handle the renewal conversation and process re-enrollment.

Lapsed customer win-back

Personal messages to expired plan holders turn dormant revenue into re-enrollments.

Database plan campaigns

Outreach to past customers without a plan references their service history and surfaces new enrollments.

New installation enrollment

Outreach 30 days after an installation presents the plan as warranty protection for the new system.

Inbound inquiry handling

AI answers website plan inquiries within 60 seconds, handles questions, and enrolls the customer or books a call.

Works for every HVAC maintenance plan model

Residential plans

Monthly and annual plans for homeowners, covering seasonal tune-ups, priority service, and parts discounts.

Commercial contracts

Multi-unit and commercial maintenance agreements with structured renewal and expansion workflows.

New installation plans

Day-one enrollment for new system installs, tied to manufacturer warranty requirements.

What teams typically improve

3x

More Plans Sold

Post-repair follow-up and database campaigns convert customers who were never being asked.

92%

Renewal Rate

Renewal sequences stop contracts from lapsing because of missed follow-up.

$96K

Added Revenue

Growing from 200 to 600 plan holders at $20/month adds $96,000 in annual recurring revenue.

50%

Less Staff Time

Automated enrollment and renewal conversations replace manual phone calls and tracking.

Results vary. Based on aggregated customer outcomes.

“We had 200 maintenance contracts and knew we should have 800. Within 10 months of running Centerfy, we crossed 550 and the revenue is on autopilot.”
Owner, Regional HVAC Company

AI tools for HVAC maintenance plans

HVAC maintenance plans are the most predictable revenue your company can have. You get monthly recurring payments and a low cost to service. Customers stay for years and call you first when something breaks.

Every HVAC company knows this. Most still sell plans by hand, inconsistently, and only when it happens to come up. If you have 200 contracts when you could have 800, the gap isn't your pricing or service quality. It's your follow-up system.

Frequently asked questions

We already mention the plan at the end of service calls. Why isn't that enough?

Because it's inconsistent. Techs skip it when they run behind. Nobody follows up with customers who say "maybe later." Centerfy makes the conversation happen every time.

Can Centerfy explain what the plan covers?

Yes. You define the details and Centerfy explains them clearly. Questions outside the script are answered from your FAQs or routed to a person.

What if a customer doesn't want to be contacted?

Centerfy honors opt-outs immediately and logs them. You stay compliant, and your customers stay in control.

Grow your maintenance plan revenue, automatically

Book a demo to see the AI CRM built for HVAC maintenance plan sales.

We'll build it. You try it. Pay nothing unless it works.

No credit card required. 100% free to try.

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