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To get started with your Maintenance Plan Retention Program, please submit the form. We will contact you within one business day.

MyCustomerDashboard is built specifically for residential HVAC companies. 

-- Sell more maintenance plans

-- Keep them renewing each year

-- Show them the value of keeping it

-- Keep in touch automatically

-- Put more money in the bank

What is included? See details below!

 

MyCustomerDashboard Automated Contractor Marketing

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“We had to open a savings account in another bank because we exceeded the Federal Insurance of $250,000 per account with our maintenance savings.” - Contractor in the Midwest

“In 7 years we saved over $1.7 million.” - Contractor in the Southeast


Retain Customers For Life

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Easy-to-use CRM software for contractors

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Automated contractor marketing and
lead generation

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Reputation management and automatic reviews

What's included in the Maintenance Plan Retention Program?

  • VIDEO - Maintenance Saves Money!
  • Maintenance Postcards:  Reminder to call and schedule
  • Thank You Card
  • Happy New Year Email
  • February Postcard: “We love our customers” $25 gift card
  • March Email: Tips to be more comfortable
  • April Email: Tips to be more comfortable
  • May Email: Tips to be more comfortable
  • June Postcard: Repair or replace cooling system?
  • Maintenance Postcard: Reminder to call and schedule
  • July Email: Happy Fourth of July and tips to be comfortable
  • August Email: End of summer tips to be comfortable
  • September Email: Fall tips to be more comfortable
  • October Postcard: Repair or replace heating system?
  • November Email: Tips to be more comfortable
  • December Email: Holiday Tips to be more comfortable
  • Maintenance Postcard: Reminder to call and schedule
  • Anniversary Month: Letter with $50 “Loyalty Bucks” for equipment
  • Anniversary Date Email: Equipment “Loyalty Bucks”