Turn Completed Jobs Into Referral Machines
Your AI agent checks in with every customer post-installation — confirming satisfaction, documenting warranty info, and asking for referrals.
The Problem
The post-install period is your best window for referrals — customers are happy, the job is fresh, and they're likely talking to neighbors. Most companies miss this window entirely because no one follows up.
How Your AI Agent Handles It
- 1
Detects job completion and payment confirmation in your management system
- 2
Sends a 1-week post-install check-in confirming customer satisfaction
- 3
Documents warranty registration and provides warranty documentation
- 4
Asks for a referral from satisfied customers
- 5
Routes any dissatisfaction to your service manager immediately for recovery
See It in Action
Example message from your AI agent
"Hi Paul, it's been one week since we completed your roof — how's everything looking? Your 25-year warranty is registered and the documents are attached. Know anyone else in the neighborhood who needs a roof?" — sent 7 days post-completion.
Messages are personalized, reference real job data, and are sent at exactly the right moment — automatically.
What You Can Expect
Referral leads increase from existing customers
Warranty issues caught and addressed early
Customer satisfaction confirmed before they find a reason to complain online
Stronger long-term relationship with installed base
More Ways AI Agents Help HVAC Companies
Estimate Follow-Up
Automatically follow up on open estimates before leads go cold — without anyone on your team lifting a finger.
Appointment Reminders
Send automated pre-job reminders with arrival windows, prep instructions, and crew details — reducing no-shows and job site problems.
Job Status Updates
Keep customers proactively informed during active jobs — so they stop calling your office for updates.
Ready to Automate Warranty & Post-Install Follow-Up for Your HVAC Business?
Set up your AI agent in under 30 minutes. No technical skills required.