industries

AI Sales Agents for HVAC

Sell more maintenance plans, automate renewals, and reactivate lapsed customers with AI-powered communication built for HVAC companies.

Post-Repair Upsells

Renewal Automation

Lapsed Customer Win-Back

24/7 Enrollment

Let's Build

View Pricing

Why HVAC companies choose Centerfy PRO for maintenance plans

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

Convert Repairs to Plans

Automated post-service follow-up introduces the maintenance plan at the highest-conversion moment — right after a successful repair.

Renewals That Don't Slip

Multi-touch renewal sequences at 60, 30, and 7 days before expiration keep customers enrolled without staff chasing them.

Win Back Lapsed Customers

Targeted outreach to expired plan holders acknowledges the gap and presents a compelling reason to re-enroll.

Built for how HVAC companies actually sell maintenance plans

Post-Repair Plan Conversion

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

Database Outreach Campaigns

Personalized campaigns to past customers without a plan, referencing their service history and time since last visit.

Renewal Automation

Multi-touch renewal sequences at 60, 30, and 7 days before expiration ensure contracts don't lapse silently.

Inbound Plan Inquiry Handling

AI responds to website plan inquiries within 60 seconds, answers common questions, and enrolls or books a call.

Every tool designed to help HVAC companies build predictable recurring revenue from maintenance plans.

Go Live in Days—Not Months

Import your contacts

Upload your customer and plan holder lists or sync from your existing system in minutes.

day 1

Configure campaigns

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

day 1-2

Train your team

Quick onboarding with HVAC-specific templates for maintenance plan enrollment workflows.

day 2-3

Start enrolling customers

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

day 3+

Built for HVAC maintenance plan workflows

Post-repair plan conversion

Automated follow-up two hours after every repair introduces the plan and handles enrollment at the peak conversion moment.

Annual renewal automation

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

Lapsed customer win-back

Targeted outreach to expired plan holders with personalized messaging drives re-enrollment from dormant revenue.

Database plan campaigns

Outreach to past customers without a plan, referencing service history, surfaces new enrollment opportunities.

New installation enrollment

Automated outreach 30 days after installation presents the plan as warranty protection for their new system.

Inbound inquiry handling

AI responds to website plan inquiries within 60 seconds, answers questions, and enrolls or books a call.

Repair Completed

AI Follows Up

Plan Introduced

Enrollment

Renewal Managed

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 installations tied to manufacturer warranty requirements.

See how HVAC companies grow maintenance plan revenue with Centerfy PRO.

Free Workshop

What Teams Typically Improve

3x More Plans Sold

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

92% Renewal Rate

Multi-touch renewal sequences prevent contracts from lapsing due to 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 eliminate 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. Monthly recurring payments, low cost to service, and customers who stick around for years and call you first when something breaks. Every HVAC company knows this. Most still handle maintenance plan acquisition manually, inconsistently, and reactively. If you've got 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, easy for techs to skip when running behind, and doesn't follow up with customers who say "maybe later." Centerfy makes the conversation happen reliably every time.

Can Centerfy explain what the plan covers?

Yes. You define the details and Centerfy communicates them clearly. Questions outside the script get handled with your FAQs or routed to a human.

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

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