A lapsed maintenance plan is a customer who calls someone else next.
Keeps open estimates, abandoned bookings, maintenance renewals, and missed opportunities moving.
Every renewal Tracked and re-engaged automatically
Book a CallA few hundred lapsed maintenance accounts isn't a rounding error, it's a technician's schedule sitting empty that renewals alone could have filled. Follow-up that never happens is revenue you already earned once and let go.
Most revenue leaks quietly: an estimate nobody followed up on, a maintenance plan that lapsed, a booking that got abandoned halfway through. The Follow-up Agent tracks all of it against your CRM and reaches back out at the right time, in your voice, over text, email, or a phone call depending on what's most likely to land.
It runs recall campaigns off your actual service history automatically: a system that's due for its seasonal tune-up, a maintenance plan approaching renewal, a part under warranty that's about to expire. These turn into booked jobs on their own schedule instead of sitting on a spreadsheet nobody has time to work.
Every touch is logged back to the customer record, so your team always has visibility into what's been said and when, and nothing gets double-messaged or dropped between reps.
It runs on top of whatever you already use to store customer and job data, your CRM, your calendar, your maintenance plan software, so follow-up starts from the real state of every account, not a stale export.
- Estimate follow-up
- Abandoned booking recovery
- Recall campaigns
- Maintenance plan renewals
- Seasonal tune-up reminders
- Customer reminders
- Multi-channel outreach
- CRM activity logging