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# Service Agreements Are 55% of HVAC Industry Revenue. If Yours Aren't, Here's the Reactivation Campaign That Fixes It (HighLevel)
- URL: https://netpartners.marketing/hvac-service-agreements-reactivation-campaign-highlevel/
- Published: 2026-09-26T14:55:00.000Z
- Updated: 2026-09-26T14:54:59.000Z
- Description: HVAC service agreements are the industry's biggest revenue line. This HVAC reactivation campaign in HighLevel finds every customer with no service in 10+ months, sells them a plan by SMS and email and bills it on a recurring invoice.
- Author: Zoltan Juhasz

## TLDR

- According to the [ACCA HVAC Blog](https://hvac-blog.acca.org/strategies-for-increasing-service-agreement-sales/), citing Mordor Intelligence data, recurring service agreements now represent 55% of HVACR industry revenue.
- Most contractors have a database full of one-time repair customers who never heard about a plan.
- GoHighLevel builds a smart list of every customer with no service in 10+ months.
- A workflow sends the reactivation sequence by SMS and email with a payment link for the plan.
- The plan bills itself on a recurring invoice. The tune-up books itself on a calendar.
- A review request goes out after the visit.
- Everything in this post fits inside the 30-day free trial.

## Who This Is For

- HVAC contractors whose revenue still depends on the summer breakdown season.
- Owners with a few hundred past customers in a spreadsheet and no plan offer.
- Companies that sell agreements at the kitchen table but never follow up by phone or email.
- Agencies serving HVAC clients who want a reactivation Snapshot they can deploy in an afternoon.

## The One-Time Customer Problem

Every HVAC company has two customer types. Plan members who pay every month. And everyone else. According to the [ACCA HVAC Blog](https://hvac-blog.acca.org/strategies-for-increasing-service-agreement-sales/), citing Mordor Intelligence data, recurring service agreements now represent 55% of HVACR industry revenue. That is the industry as a whole. If your own split is nowhere near that, the gap is your reactivation list.

Here is the cost chain for the one-time customer.

- A homeowner calls in July with a dead compressor. You fix it. They pay. They are grateful.
- Nobody mentions a maintenance plan. The tech is already late for the next job.
- Eleven months pass. The filter is clogged. The coil is dirty. Nobody calls.
- The system fails again next July. The homeowner searches "AC repair near me" and picks whoever ranks first.
- Your one-time customer becomes someone else's one-time customer.

That is one lost tune-up, one lost repair and no recurring revenue. Repeat it across every ticket in your job history and you have the reason winter is quiet.

### Why the Kitchen Table Pitch Is Not Enough

- The tech pitches the plan once, at the worst moment, when the customer has just paid for a repair.
- There is no second touch.
- The customer forgets the offer by the time the invoice email arrives.
- Nobody owns the follow-up, so nobody does it.

A reactivation campaign gives the plan offer a second, third and fourth touch. On a schedule. Without the tech.

## What GoHighLevel Sets Up

Six components. This is the HVAC reactivation campaign HighLevel build.

1. **Smart list of customers with no service in 10+ months.** A saved contact filter: last appointment date older than 10 months, no active plan tag. Why it matters: these people already trust you. They just have not heard from you. Example: import your job history CSV, map the last service date to a custom field and the list builds itself. Impact: a warm audience that costs nothing to reach.
2. **SMS and email reactivation workflow.** A five-touch sequence in Automation > Workflows. Day 1 SMS: "It has been a while since we serviced your system." Day 2 email: what the plan includes. Day 5 SMS: the payment link. Day 9 email: the last call. Day 14: task for the office to phone anyone who opened but did not buy. Why it matters: one message gets ignored. Five in two weeks get read. Example: the day 5 SMS carries the plan link and a two-line summary of what it covers. Impact: plan sales from a list you already own.
3. **Payment link for the plan.** Created under Payments. One link, one plan, fixed price. Why it matters: the customer buys from the text. No call, no callback, no quote. Example: "Comfort Plan, two tune-ups a year, priority scheduling. Tap to enrol." Impact: no friction between yes and paid.
4. **Recurring invoice.** Once the customer pays, a recurring invoice bills the plan monthly or annually. Native in HighLevel, with auto-charge to the saved card. Why it matters: the revenue is now predictable. Example: a monthly plan at say $18 bills on the same date every month with no office work. Impact: this is the line item the 55% figure describes.
5. **Calendar booking for the tune-up.** A service calendar for spring and fall tune-ups, sent by the workflow as soon as the plan is paid. Why it matters: a plan that never books a visit churns. Example: "You are enrolled. Pick your spring tune-up slot here." Impact: the visit is on the calendar before the customer forgets why they bought.
6. **Review request after the visit.** Reputation workflow fires the afternoon after the tune-up. Why it matters: plan members are your happiest customers and your best reviewers. Example: "Thanks for having us out today. A quick Google review helps your neighbours find a contractor they can trust." Impact: better rankings for the next "AC repair near me" search, which feeds the top of the funnel.

**For agencies:** package the six pieces as one Snapshot. Every HVAC client has a job history CSV. The build is identical. Only the plan name and price change.

### Niche Starting Point

HighLevel publishes a [HVAC Playbook](https://www.gohighlevel.com/hvac-playbook?fp%5Fref=details) bundle for HVAC contractors. It ships pre-built forms, workflows and page templates you can load into a fresh account and adapt to the setup below. Start the account from the 30-day link at the end of this post rather than the bundle page's own trial button. The trial is longer and the bundle loads the same way.

## Step-by-Step Setup

1. **Contacts > Import.** Export your job history from your field service software or spreadsheet. Import with a custom date field called Last Service Date. Add a tag for any current plan member so they are excluded.
2. **Contacts > Smart Lists.** Create the filter: Last Service Date is before 10 months ago, tag does not include Plan Member. Save it as Reactivation.
3. **Payments > Products.** Create the plan as a product with a monthly or annual price. Generate the payment link.
4. **Payments > Invoices > Recurring.** Set up the recurring invoice template for the plan. Enable auto-charge with the saved card. Set the billing cycle.
5. **Calendars.** Create a Tune-Up service calendar with morning and afternoon windows, a 90-minute slot and a buffer. Assign the techs round robin.
6. **Automation > Workflows.** Build two workflows. One: Reactivation, triggered by adding a contact to the smart list, with the five touches above and an exit condition when the plan is purchased. Two: Plan Onboarding, triggered by payment received, sends the calendar link, tags the contact Plan Member and creates the recurring invoice.
7. **Automation > Workflows.** Build the review request. Trigger on appointment status showed for the Tune-Up calendar. Wait until 3pm. Send the request through Reputation.
8. **Reputation.** Connect Google Business Profile. Set the review template. Route the review workflow through it.
9. **Test.** Add yourself to the Reactivation list. Receive the five touches. Pay for the plan with a test card. Confirm the recurring invoice is created, the calendar link arrives and the Plan Member tag is applied.

**Compliance notes.** Register A2P 10DLC before the SMS touches go out to US numbers. For the email touches, set up DMARC on your sending domain in Settings > Email Services so the plan emails reach the inbox. Include an opt-out line in the first SMS.

## Revenue Model

Every number below is illustrative. Replace it with your own.

| Item                                         | Illustrative example                                  |
| -------------------------------------------- | ----------------------------------------------------- |
| Customers on the 10+ month list              | Say 600                                               |
| Customers who buy a plan from the sequence   | Say 1 in 20, so 30                                    |
| Plan price                                   | Say $18/month, so $216/year                           |
| Illustrative recurring revenue from one send | 30 x $216 = $6,480/year                               |
| Repairs found during tune-ups                | Say 1 in 3 visits, so 20 repairs at say $350 = $7,000 |
| Illustrative first-year total                | $6,480 + $7,000 = $13,480                             |
| HighLevel Starter plan                       | $97/month                                             |

These are worked examples, not study findings. Your list size, conversion and plan price will differ.

**For agencies reselling this setup.** Sell the reactivation Snapshot in SaaS Mode with Stripe rebilling. Illustrative pricing is $297-$497/month per contractor. Say 12 HVAC clients x $297 = $3,564/month. Marked-up rebilling of SMS and email usage requires the Agency Pro plan at $497/month. See [SaaS Mode explained](https://netpartners.marketing/gohighlevel-saas-mode-explained-how-to-resell-ai-without-coding/).

## Internal Links

- [GoHighLevel for HVAC maintenance plans: automate subscriptions, bookings and customer retention](https://netpartners.marketing/gohighlevel-for-hvac-maintenance-plans-automate-subscriptions-bookings-and-customer-retention/)
- [The ultimate HVAC playbook: how to grow your HVAC business with GoHighLevel](https://netpartners.marketing/ultimate-hvac-playbook-how-to-grow-your-hvac-business-with-gohighlevel/)
- [CRM for HVAC companies](https://netpartners.marketing/crm-for-hvac/)
- [GoHighLevel automation setup guide](https://netpartners.marketing/mastering-gohighlevel-automation-complete-2025-beginner-to-expert-setup-guide/)
- [GoHighLevel SaaS Mode explained](https://netpartners.marketing/gohighlevel-saas-mode-explained-how-to-resell-ai-without-coding/)
- [GoHighLevel pricing plans explained](https://netpartners.marketing/gohighlevel-pricing-plans-explained-features-value-cost-comparison-2025/)

## FAQ

**What is an HVAC reactivation campaign in HighLevel?** It is a workflow that contacts every past customer who has not had service in 10 or more months and offers them a maintenance plan. HighLevel builds the list from a custom date field, sends the SMS and email touches and takes payment through a link.

**Can HighLevel bill a service agreement automatically every month?** Yes. Recurring invoices are native. Set the cycle, enable auto-charge to the saved card and the plan bills itself. The workflow creates the recurring invoice the moment the first payment lands.

**Which HighLevel plan do I need for HVAC service agreements?** The $97 Starter plan covers smart lists, workflows, payments, recurring invoices and calendars for a single company. The $297 Unlimited plan is for contractors with several brands or locations and for agencies serving multiple HVAC clients.

**Is there a free trial?** Yes. HighLevel offers 30 days free. The reactivation campaign in this post can be imported, built and sent to your first list inside that window.

**How do I get my job history into HighLevel?** Export it as a CSV from your field service software or spreadsheet. Import under Contacts with the last service date mapped to a custom date field. Tag current plan members so the smart list excludes them.

**Will the SMS touches get through?** Yes, if you register A2P 10DLC first. US carriers filter unregistered business texts. Register your brand and campaign in Settings > Phone Numbers before the first send.

**Do the emails need any special setup?** Yes. Set up DMARC, along with SPF and DKIM, on your sending domain under Settings > Email Services. Without it the plan emails land in spam.

**Can an agency resell this campaign to HVAC clients?** Yes. Save the build as a Snapshot, enable SaaS Mode and bill each contractor through Stripe. Marked-up rebilling of SMS and email usage requires the Agency Pro plan.

## Build the HVAC Reactivation Campaign in HighLevel This Week

If you want the wider plan-selling picture, read [GoHighLevel for HVAC maintenance plans](https://netpartners.marketing/gohighlevel-for-hvac-maintenance-plans-automate-subscriptions-bookings-and-customer-retention/). It covers membership tiers, renewal reminders and the spring and fall booking rhythm.

The campaign in this post can go out to your first 10+ month list before the trial ends. You get 30 days free to run it on your own database.

✅ HighLevel 30-Day Free Trial

[Claim Your Free Month](https://www.gohighlevel.com/details-ai-agency-white-label?fp%5Fref=details)

## What's New in GoHighLevel

- **Sept 1, 2026, SaaS Mode.** Outdated payment methods can now be removed from SaaS v2 sub-account billing dashboards. For agencies billing HVAC clients through SaaS Mode, that means a cleaner card-on-file list and fewer failed rebills.
- **Sept 3, 2026, Phone System.** Carrier fees for Verizon and other providers increase effective Oct 1, 2026\. Price the SMS touches in the reactivation sequence with the new rates in mind.