Post-Job Upsell Recommender
The Problem
Tech finishes a repair and leaves. Nobody mentions the 14-year-old water heater sitting in the corner. When it fails next month, the customer calls someone else. This automation generates personalized upsell recommendations based on equipment age and service history, then sends a follow-up text 24-48 hours after service. Have your tech note specific observations ('these fittings look old') and reference them in the automated follow-up so the customer thinks someone personally checked in on them.
How It Works
Completed job record with service type, equipment age, tech notes
AI generates 2-3 personalized upsell recommendations based on equipment profile. Sends follow-up text 24-48hrs after service.
Personalized upsell text referencing specific equipment. Revenue from existing customer base without cold outreach.
Importable Templates
PRD
prd here