The digital worker that keeps every customer’s heating, hot water and aircon serviced every year, and offers your service plan at the right moment.
For UK heating, cooling and solar installers.
Across the Digital Toolbag partner network, the biggest search by far is for a boiler service. Requests to join a service plan are the smallest group we see, and half of those come from people who are already customers.
So Service Manager AI leads with the service, every time. The plan comes up politely, once the customer already trusts you.
Every installer has three groups of customers. Service Manager AI talks to each one differently, and in all three it mentions your service plan politely, never pushily.
People search for a boiler service or a heat pump service, not a service plan. So your sign-up page sells the yearly service for the whole home and lets them choose how to pay: one-off, or on your plan.
Where the plan comes up: as a choice at sign-up, then once after their first service.
What it sounds like“Thanks for having your service done with us. We’ll remind you next year. If you’d like to spread the cost, our Care plan includes your yearly service. Just reply if you’d like to join.”
A new heat pump or boiler is the best moment to offer a plan. The customer has just trusted you with a big job, and a yearly service keeps their new warranty valid.
Where the plan comes up: straight after the install, in a couple of sentences.
What it sounds like“Thanks for choosing us for your new heat pump. A yearly service keeps it running efficiently and your warranty valid. Our Care plan includes the service and spreads the cost. Just reply if you’d like to join.”
Your customer list is already worth a yearly visit. Reminders go out before the service is due, on the day, then twice when it’s overdue. Booking takes one reply. If nobody answers, your team gets a call task with a short note.
Where the plan comes up: one short line on the due date for customers who pay each time. Plan customers are told their service is already included.
What it sounds like“Hi Sam, your boiler service is due now. Reply with a couple of days and times that suit and we’ll find you a slot.”
Fernbrook Energy is our demo installer. Its customers meet one digital worker, Alaix, who answers the website chat and now looks after servicing too, with Service Manager AI working behind the scenes. Sign up for a yearly service with your own email and you’ll get a whole year of emails in about 10 minutes.
Most heat pumps come with an unvented cylinder, and nearly every home with aircon also has heating. So every message is about one service visit for everything.
Burning safely and efficiently, with the yearly service keeping the manufacturer’s warranty valid.
A heat pump that’s set up right costs less to run. Most manufacturers need a yearly service for the warranty.
Safety valves and expansion vessel checked every year. Usually a warranty condition, and rarely sold well.
System water tested and the filter cleaned, and the aircon serviced while you’re there.
Built for fast deployment, then fine-tuned so it sounds like your business, sells your plans and fits the way your team works.
Service Manager AI works alongside the other digital workers in your Digital Toolbag CRM, each with one clear job.
Beta testers wantedWe’re choosing a small group of beta testers, starting with Digital Toolbag partners. Tell us a little about your business and Tommy will be in touch to talk through whether it’s a good fit for you.
Sign up on the Fernbrook demo with your own email and watch the emails arrive. Then apply for the beta when you’re ready.
The method behind Service Manager AI is the Service Revenue Workshop, a Premium course in the Heating, Cooling & Solar UK Skool community. See the community and its plans
Already a Premium member? Open the Service Revenue Workshop
