AIR CONDITIONING
You patched an old AC in August. October is the calm time to talk about the next one
August is the worst month to sell a new AC. The house is hot, the family is tired, and the customer wants cold air tonight, not a big decision. So your tech does the repair. A capacitor, a motor, a refrigerant leak found and fixed. The note on the invoice says the system is old. Then the season turns, and nobody reads that note again.
A note on what this is. We do not know which of your customers will replace their system, or when. Your tech’s notes from August are the best guide you have. This post is about using them while it is calm.
THE SHORT ANSWER
Why is October better than August?
In August, a replacement talk is a sales pitch to someone who is hot and scared. It feels like pressure, even when it is good advice. In October the house is cooler, the system is running, and the customer can think. They can get a second quote, talk it over at home, and look at the money. A calm decision is one they will not regret.
It is better for you too. Your crew has room in the schedule. An install in October does not fight with the emergency calls of August.
How do you build the list?
Do it this week. Open your job history for July, August and September. Pull every repair where the tech wrote that the system is older, or wrote a word like "replace" or "recommend." For each one, write the name, the address, the system age if it is on the invoice, what you fixed, and the language the customer used. That is the list.
If the tech notes do not say the age, look for the install date on the unit photo, if you took one. If you did not, leave it off. Do not guess.
What should the text say?
Remind them of the visit, say what the tech saw, and offer one easy next step. Here is a sample:
- "Hi, this is Luis from Brisa Air. We fixed your AC in August. Our tech noted that the system is getting older. If you want, we can come take a look and give you a price for a new one, with no rush. Just reply yes. If not, no problem."
Send it in the language the customer used in August. Do not say the system is about to fail. You do not know that, and they will feel the pressure. Say what the tech saw, and let them decide.
One text, no deadline, no fear. The customers who are ready will answer. The ones who are not will remember that you did not push.
What if they want to keep repairing it?
That is their choice, and it can be a fair one. Offer a maintenance visit instead. A tune up in the cool months is useful either way, and it keeps you as their AC company.
Do you need software for this?
Not for fifteen names. Your phone and an afternoon will do it. For a hundred names in two languages, it is a lot to do by hand. The past customers and open quotes tool on the Crew plan texts the list in the language saved on each card, with no fee per contact. It stops on a reply or a STOP. Nothing goes out between 8 PM and 8 AM. Every reply goes to a person on your team, who books the visit.
Related
Pulled the August repairs?
Bring the list to a 30-minute call. We will write the text with you in both languages, look at how long the list is, and tell you if it is a job for your phone or for the system.
