J-02 For HVAC companies in Ontario
HVAC maintenance plan renewals, before they lapse
A maintenance plan is the easiest sale you will ever make twice. It still lapses if nobody asks.
Illustration, not a customer photo.
Why it slips
Plans renew on a date. The date passes during a heat wave or a cold snap, when every phone in the shop is busy. By the time someone notices, the homeowner has stopped thinking of you as their HVAC company.
- Furnace planDue in 12 daysRenewal reminder sent
- AC planDue in 26 daysRenewal reminder sent
- Hybrid planDue in 74 days
- Furnace planDue in 140 days
What we do
- We map every active plan and its renewal date.
- Renewal reminders go out ahead of the date, from your business.
- We follow up on every plan that has not renewed and book the visit.
- Lapsed plans get a second conversation instead of a silent goodbye.
Plans get renewed before they lapse, and your recurring revenue stops depending on who remembered to check a spreadsheet.
Plan renewals
Questions owners ask
Something else? Ask it on the call, or write to hello@helviongroup.com.
Do I need special software?
No. Whatever you run on now, Jobber, ServiceTitan, Housecall Pro or paper, we bring your plans into a CRM in your company's name. You keep it if you leave.
What happens to plans that already lapsed?
They get worked too. A lapsed plan is a homeowner who already said yes once.
Home for dinner.
The office keeps running after you leave the job. Start by seeing what it costs you now.