A tankless installer's past customers are its cheapest source of new work. Units need periodic descaling and filter cleaning, more often where water is hard, and many homeowners forget until the heater starts flashing an error code. Maintenance plan marketing turns that need into a predictable program: customers who opted in get reminders, a plan page explains the value, and the office books visits without a hard sell.
We are a marketing service, not a contractor; we don't perform maintenance or sell parts.
Who it's for
The short answer: installers with a long install list and a quiet service calendar.
It fits companies that:
- have installed hundreds of tankless units and rarely hear from those customers;
- see slow weeks in late spring and summer;
- get emergency calls for scaled-up units that a flush would have prevented;
- want recurring revenue that makes the business easier to value or sell.
What's included
The short answer: consent, reminders, a plan page and an office script.
- Consent at the install. Wording for your invoice and job app so customers can agree to service reminders, as Canada's anti-spam law expects.
- Customer list clean-up. We help you export past tankless installs, remove duplicates and flag units by install date and brand.
- Reminder sequences. Text and email messages timed to your recommended service interval, with a clear way to book by replying or calling.
- A maintenance plan page. What the visit includes, what it costs or how to get a price, and why it matters, written without scare tactics.
- Office script. A short guide for whoever answers: how to book, what to ask (model, last service, water hardness), and how to offer the plan.
- Monthly reporting on reminders sent, replies, bookings and plan sign-ups.
Example reminder template
The short answer: short, specific and easy to answer.
A starting template we adapt for each client, with placeholders:
Hi [First name], it's [Business name]. Your [Brand] tankless heater at [Street] was installed in [Month Year]. It's due for its descaling service. Reply YES and we'll text you two times that work this week, or call [Phone].
No invented urgency, no discount unless you actually offer one.
Worked numbers
The short answer: a modest response rate on a large list adds up.
Check this against your own figures. If you have 1,200 past tankless installs, 60% opted in to reminders, and 15% of those book a service at $250, that is 108 visits and $27,000 in service revenue a year, before any repairs or replacements found on the visit. Change the inputs to match your list; the point is that the list is an asset.
Timeline
The short answer: first reminders in about a month.
| Period | Work |
|---|---|
| Weeks 1–2 | List export, consent review, interval agreed with your technicians |
| Weeks 3–4 | Templates, plan page and office script written |
| Month 2 | First reminder wave to opted-in customers |
| Month 3 onward | Ongoing reminders by install date, tuned by response |
How results are measured
The short answer: bookings per hundred reminders, and plan retention.
We track reminders sent, replies, booked visits, plan sign-ups and renewals, and repair or replacement work found during visits where your software records it. These are your numbers; we don't promise response rates.
Our approach to repeat content and engagement draws on HVAC work such as HeatLand, where leads rose 300% in six months on the back of 850+ SEO articles. That is a heating result shown as proof of method.
Mistakes to avoid
The short answer: texting without consent, vague plans and forgotten follow-up.
- Messaging people who never agreed. CASL applies to commercial texts and emails. Get consent and keep records.
- A plan with no clear contents. Say what the visit includes.
- One reminder, then silence. A second reminder a few weeks later is normal and polite.
- Ignoring recalls. When a product is recalled, as with the Vesta VRS and VRP units, your install list tells you exactly who to inform.
See our other services or pricing, then call, text or email.
Frequently asked questions
How often should tankless customers be reminded?
Follow the manufacturer's maintenance guidance for the units you install, adjusted for local water hardness. We build the reminder schedule around what your technicians recommend, not a generic interval.
Can you text my past customers?
Only those who agreed to hear from you, in line with Canada's anti-spam law (CASL). We help you collect consent at the install and keep records of it.
Should a maintenance plan include discounts?
It can, but priority scheduling and a reminder that someone tracks the warranty paperwork are often what customers value. We test both and keep what works.
Do you run the maintenance visits?
No. We are a marketing service, not a contractor. Your licensed technicians do the work; we fill the schedule.