Every boiler customer called back before winter
Heating contractor and boiler maintenance technician
Over the years you've installed or serviced hundreds of boilers. The maintenance has to be redone, but the customer remembers in November with the first cold and calls whoever answers first. Writing to everyone in September, one by one, is more than you can do.
What you check
Il testo lo approvi una volta. I messaggi partono solo da quel modello.
Sostituzioni e preventivi li proponi tu. Il richiamo fissa solo la manutenzione.
Al massimo due messaggi per cliente, poi passa alla tua lista delle telefonate.
Similar cases
The same automation logic applied to other kinds of business:
Frequently asked questions
Where does it get the list of boilers?
From the sheet or management software you use today: it needs customer, address, model, year and date of the last maintenance. If the records are scattered, the first job is putting them in order together.
How often does it call customers back?
At the frequency you set for each type of system, as indicated by the system booklet and the manufacturer, and with the flue gas analysis deadlines set in your region. The messages never say "annual obligation by law", because that doesn't apply to everyone.
Can I send the WhatsApp messages to all my customers?
Only to those who have given their consent to be contacted, and with a message template approved by Meta, which we prepare together. Anyone who asks not to be contacted anymore stays excluded in the following years too.
What if the customer replies with a fault?
The chat passes to you. The reminder only books the maintenance: faults, replacements and quotes you follow yourself.