Free software for tracking HVAC maintenance customers
ServiceIsDue tracks which of your customers are due for their next tune up, filter change or maintenance visit. It works out each due date from the last visit and the interval you set, and puts everyone who is due or overdue on one list. It is free, and there is no paid tier to upgrade to.
It is not a dispatch system and it does not run your schedule. If you already pay for Jobber, Housecall Pro or ServiceTitan, you have this already. This is for the shop that does not.
Furnace tune ups
before the heating season
AC tune ups
before the cooling season
Filter changes
every 3 to 6 months
Maintenance visits
once or twice a year
Humidifier pads and UV lamps
yearly
What the quiet ones are worth
Say you have 200 plan customers at $249 a year. That is $49,800 of work that should repeat. If 14 of them never got a second call, that is $3,486 that quietly did not happen, and it shows up on no report you own.
Run your own numbers instead of ours. The point is not the figure, it is that a customer who was never called does not cancel. They just stop appearing.
23
customers didn't come back
Never got reminded14
Said no on price5
Went somewhere else4
The 14 at the top are the ones you can fix.
How it works in an HVAC shop
Three steps, and the middle one is the only one you do by hand.
STEP 1
See who is due
Import the customer list you already have, from a spreadsheet or a QuickBooks export. Each service type carries its own interval, so a spring AC visit, a fall furnace visit and a 3 month filter can sit on the same customer.
STEP 2
Remind them yourself
Tap to text, call or email. On a phone it opens with the message written, ready to send from your own number. At a desk it hands you the number and the message to copy. Either way the tries are counted, so nobody is dropped after one.
STEP 3
Get them on the schedule
Mark who answered and who booked. The ones still waiting stay in front of you instead of falling off the bottom of a list nobody reopens.
Nothing goes out without you
The reminder opens on your phone with the message written, ready to send from the number your customers already have for you. At a desk it hands you the number and the text to copy. Every try is counted, so the homeowner who ignored one text in March still gets a call before the season turns.
On Monday morning you get one email: how many services are due this week, how many are still waiting on a reminder, and a button that opens the list.
Why it's free
SolidPath AI builds custom systems and tools for small businesses, and free tools like this one are how most shops find us. Use it for nothing, for as long as you want.