Services for boiler companies that want a recurring base

Maintenance-plan program design

Short answer: this is where you start if you don't sell a plan yet, or if the plan you sell is vague and few people join.

We help you decide what the plan includes, what it is called, how many tiers it has (usually one or two, rarely three) and how the price is shown on your website, invoices and estimates. We also build the sign-up path: what the tech says at the end of a visit, what the office says on the phone, and what the web page explains. Read the full scope on the maintenance-plan program page.

Choose this first when fewer than one in ten of your service customers belongs to anything recurring.

Consent-based service reminders

Short answer: this is for companies with a customer list but no dependable way of reaching it each year.

We map who has agreed to hear from you and by which channel, then design a reminder sequence by text, email and post. Everything is sent from your own accounts. We plan the timing around your region's heating season and your crew's capacity. Details are on the service reminders page.

Choose this first when you know you have hundreds of past customers but can't say when most of them were last serviced.

Seasonal tune-up campaigns

Short answer: this is for companies whose phones go quiet in summer and then explode with the first cold snap.

A tune-up campaign is a time-boxed push, usually four to eight weeks, aimed at moving maintenance visits into the months when your techs have room. It combines reminders to consenting customers with local search and ads aimed at new households. See the tune-up campaigns page for a sample calendar.

Choose this first when your plan and list are in decent shape but your schedule is badly lopsided.

Plan renewals and retention

Short answer: this is for companies that sell plans but watch members quietly drift away after a year or two.

We build a renewal sequence that starts well before the expiry date, a simple process for following up on lapsed members, and a quarterly review of why people leave. You can read how it works on the renewals and retention page.

Choose this first when you have a plan with at least a hundred members and you don't know your renewal rate. If your bigger problem is too few new installs feeding the plan in the first place, our sister service Boiler.Marketing focuses on combi and hydronic install leads.

Service data and reporting

Short answer: this is the foundation under everything else, and it is the right start if your customer records are a mess.

We clean up duplicate contacts, add equipment type and install year where your records allow, sort consent status, and set up a one-page monthly scorecard. The scorecard tracks booked tune-ups, plan sign-ups, renewals and revenue per member. The service data page explains the fields we look for.

Choose this first when two people in your office would give different answers to "how many plan members do we have?"

How the services fit together

Short answer: data first, plan second, reminders and campaigns third, renewals once the first cohort comes due.

All five services are delivered within our managed plans, described on the pricing page. If you are not sure where you sit, the free 7-day review answers it. Our guide to auditing your service customer list is also a good place to begin on your own.

What we never do

Short answer: we never touch equipment, never send messages to people without permission and never hold your data hostage.

• We don't service, install, inspect or repair boilers. Your licensed people do that.
• We don't buy or rent contact lists for reminder programs.
• We don't give legal or compliance advice; we link to the regulator and suggest you check with a lawyer when needed.
• We don't keep your accounts. Your CRM, ad accounts, domain and lists stay in your name, as the about page explains.