Why HVAC Customers Cancel Memberships (And the One System That Stops It)
Companies with active service agreement programs retain 60 to 80 percent of customers year over year. Companies without them retain somewhere between...
3 min read
SmartAC : Jul 31, 2026
A case study on turning customer data into revenue
For 27 years, Fox Plumbing Heating Cooling Electrical has been a family-owned fixture in Vernon, British Columbia. Like most established home services companies, they had a reliable, if unglamorous, playbook for filling the board during slow stretches: mine the customer list, call people who hadn't been serviced in a while, cross-sell existing customers, and hope the phones rang.
"We were praying to the lead god that leads would just come in organically," says Ted Fox, laughing. It worked, but it was a grind. Techs were often walking into homes with no real reason to be there beyond "it's probably time for maintenance," which meant customers weren't always receptive, and conversion rates reflected it.
That changed when Fox's team started paying attention to a data feed that flagged which customers were actually showing signs of a looming problem, not just customers who were "due" for a visit, but ones whose systems were telling a story.
The shift in mindset was simple but powerful: instead of treating every outbound call as a maintenance nudge, Fox's team began treating flagged customers as demand calls in disguise.
"We looked at it as, these people actually have a problem. Let's go out there and either maintain it or fix what's arising, regardless of what that is," Ted explains. "So for the customer, we're not harassing them as much. And on the technician side, there's actually something to fix."
That reframing mattered more than it might sound. It changed how dispatchers prioritized outreach, how technicians walked into the job, and, most importantly, how customers responded when the phone rang. Nobody wants a sales pitch disguised as a courtesy call. But "we noticed your system's temperature differential is off" is a very different conversation than "you're due for a checkup."
Fox's team didn't just flip a switch. They tested different outreach approaches and tracked what worked.
Automated outreach, round one: 128 customers contacted in March. A 12% response rate, modest by cold-outreach standards, but nine of the fifteen people who responded converted into paid work, averaging roughly $800 per ticket.
Automated outreach, round two: 167 customers contacted in February. This time, 73% responded, and half of them booked, putting somewhere between 80 and 90 jobs directly on the board from a single list.
A smaller batch: 57 customers contacted, 35% response rate, and a striking 90% of those who responded ended up booking.
Then Fox's team layered in something the automated messages couldn't fully replicate: a live human voice. They partnered with an outbound call center to follow up on the same flagged list that had produced a 12% response rate on its own. With a person on the phone instead of a text message, booking rates climbed into the high 30% range.
"Having that human experience calling was definitely better than a text message out on it, for sure," Ted says.
What made this approach work wasn't just response rate. It was what happened after the doorbell rang. Fox's typical conversion benchmarks look like this:
The flagged, signal-driven maintenance calls performed like demand calls, nearly double the conversion rate and a meaningfully higher average ticket than a typical maintenance visit. Since the program started, Fox estimates they've booked hundreds of jobs off that single list, with no dedicated tracking campaign even built yet to formalize the reporting.
"Even though they're maintenance customers, they perform like a demand call," Ted says. "If your conversion rate on regular service is already sitting in the 70s, I'd expect these calls to land somewhere in between, because there's an actual reason you're going out there. People are ready to listen to what the options are."
Technology only pays off if the people using it believe in it. Fox's rollout wasn't instant. There was an adjustment period where technicians assumed a flagged visit just meant "swap a filter."
"We started talking about that, yeah, the pressures might be off, it could be a filter change, but we're going out there to do a full inspection of the system while we're there," Ted says. Reframing the visit for the team was as important as reframing it for the customer.
Ted points to two things that made the difference long-term: consistency and honesty.
The list refreshes on its own, so no one has to go hunting for who to call. And because customers can see the same risk indicators in their own account, the outreach doesn't feel like a sales tactic. It feels like a heads-up.
"It's a very honest list," Ted says. "We're coming out for a reason, and the customer can check it and know that's the case. When it comes to wanting calls on the board, it's a great first place to look."
Fox Plumbing's results didn't come from a single silver-bullet tool. They came from a shift in strategy: stop treating every outbound call the same way, identify which customers actually have something going on, test different outreach channels against each other, and let the data guide the follow-up. The technology surfaced the signal. The team decided what to do with it, and that's what turned maintenance calls into demand-level revenue.
SmartAC empowers HVAC service providers with smart monitoring, real-time analytics, and a seamless homeowner engagement experience designed to fuel long-term business growth. Book a demo or explore the platform to see what it can do for your business.
Book a demo and let’s talk about how SmartAC.com can grow your service revenue and improve customer satisfaction.
Companies with active service agreement programs retain 60 to 80 percent of customers year over year. Companies without them retain somewhere between...
A technician spends twenty minutes taking measurements, checking static pressure, and confirming that a system is operating well below its intended...
Every spring and summer, HVAC contractors shift into execution mode. Trucks roll, phones ring, technicians run wall‑to‑wall calls. The board fills up...