Selling the second year: maintenance from a code on the unit
An AC installer turns one installation into a year of service visits, booked from the unit itself.
Installing the unit is the first sale. Cleaning, filter changes and the pre-summer check are the ones that follow, if the customer remembers who to call.
- Month 0
Installation
The unit is registered with its serial number. Its passport holds the manual, the warranty, the installation date and the technician.
Product passport - Month 0
The sticker
A sticker on the indoor unit. Scanning it opens the company's service page: 'Book maintenance' on top, the unit's passport one tap below.
QR codes - Month 1
The maintenance plan, offered once
The booking form offers a yearly maintenance plan with an up-front payment through the company's own Stripe account. Customers who aren't ready can book a single visit instead.
Payments - Month 5
Before the heat
Every customer is a lead with a follow-up date. When it comes due, an automation e-mails them a link to book the pre-summer check.
Automations - Month 6
The visit
Booked in a slot from the company's own calendar hours. The technician adds the service to the passport as a new version.
Bookings - Month 11
Renewal
The next follow-up comes due; the e-mail links back to the same form.
Automations - Month 12
A year of history
Anyone who scans the unit (the owner, a new tenant, a buyer of the house) sees when it was serviced and by whom.
Product passport
What it takes to set up
- — Products: one per unit, with the serial number (GS1 AI 21); each one's link goes to the service page.
- — A form with a booking field and a payment field (Pro: advanced forms, Stripe Connect).
- — An automation on 'follow-up due': send an e-mail to the lead with the booking link.
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