Five agents. One job: recover revenue.

Renews expiring and lapsed maintenance agreements and offers plans to loyal non-members.

• Expiring plans: 3 touches over 45 days
• Lapsed plans: 3 touches over 21 days
• Customer replies “yes” → renewal task for your CSR
• Tune-up requests captured with two preferred time windows

Follows up on open replacement quotes above your threshold (default $3,000) until the customer decides.

• 5 touches over 21 days, then a polite close-the-loop
• Recaps the options you quoted — no new prices, no financing terms
• Answers common questions from your approved FAQ
• Ready to buy? Your comfort advisor gets a text within 5 minutes

Brings back customers who haven't booked in 18+ months, timed to the open slots on your board.

• You set open slots per week; Kelvin paces sends to fill them
• Tune-up campaigns to fill idle trucks in the slow spring and fall months
• Weather Trigger: heat wave in the forecast → campaign ready for your two-tap approval

Flags ageing, R-22 and R-410A systems and repeat-repair units, then gives your advisors a ranked list.

• Unit age from install dates or decoded serial numbers
• Feeds replacement-specific follow-up into Estimate and Reactivation
• Advisors spend time on the most likely replacements first

Answers new web-form and lead-platform enquiries by text and email in under a minute — before your competitor does.

• Qualifies the job: issue, address, urgency, preferred times
• Books or hands an urgent task to your office
• Text and email only — no AI phone calls