Fresno, CA
A Fresno HVAC company was trapped in a feast-or-famine revenue cycle — overwhelmed during summer heatwaves and winter cold snaps but slow the rest of the year. Service contract sales were minimal, seasonal marketing was ad hoc, and technicians frequently arrived at appointments only to find the customer had forgotten or found someone else.
We built a predictive maintenance AI that identified the optimal time to contact each customer for seasonal tune-ups based on their equipment age, last service date, and historical weather patterns. An automated seasonal campaign engine sent targeted offers at precisely the right moment. Service contract sales were automated with a digital proposal and e-signature system, and appointment reminders reduced no-shows significantly.
Analyzed 5 years of job records to map the seasonal revenue pattern and identify the highest-value customer segments for service contract conversion.
Built the AI model that predicted each customer's optimal maintenance timing based on equipment data, usage patterns, and California climate variables.
Built the seasonal campaign engine with personalized messaging for different equipment types, customer tenure, and regional weather triggers.
Implemented digital service contract proposals with e-signature and automated multi-channel appointment reminders — text, email, and voice.
Predictive outreach captured seasonal maintenance jobs before customers called competitors, growing volume 45%.
Digital contract proposals with e-signature and automated follow-up drove service contract sales from 120 to 218 annually.
Multi-channel appointment reminders reduced no-shows from 19% to 13%, recovering significant technician time.
Service contract revenue created a stable monthly baseline that smoothed the seasonal revenue cycle.
“We used to dread January and February. Now our service contracts give us predictable revenue all year and the AI tells us exactly who to call before the season hits.”
Let’s discuss how Calidigi can deliver results like these for your industry — with a custom strategy built around your goals.