Solutions · HVAC

Tune-ups booked. Replacements quoted. Jobs on the board.

DemandVector reads your CRM, watches the season, and sends each customer the note their record calls for, in your shop's name.

Installed August 2014. Twelve summers old.
Time for the replacement conversation.
One record → one send
From your CRM
The Hendricks farmhouse
SystemCalverra CS-3 heat pump
RecordInstalled Aug 2014 · 12 yrs
What goes out
FromBlue Spruce Heating & AirToOwners of 10+ year systems
Your system has 12 Colorado summers on it. Here's what that means.

The Service Base

The audience you already earned.

Every install, repair, and maintenance visit you've ever run left a record behind. Each one is a customer who knows your trucks, and each record already carries its next reason to hear from you.

The install datesays how old the system is, and the year the replacement conversation comes due.
The membership statussays when the renewal note should go out.
The last visitsays when the next tune-up window opens.
The brand on the unitsays which offers and rebates actually fit it.
demandvector · blue-spruce · service-base
Customer
System
Installed
Age
Membership
Next reason
The Alvarez home
Calverra CS-2 heat pump
Jun 2013
13 yrs
Lapsed 2024
Replacement conversation
Whitfield residence
Brightline 80 furnace
Oct 2019
6 yrs
Active · renews Sep
Fall tune-up
Ortega duplex
Aerio mini-split ×2
Mar 2021
5 yrs
Active
Spring coil clean
Hendricks farmhouse
Calverra CS-3
Aug 2014
12 yrs
Lapsed 2023
Efficiency upgrade + rebate
Kowalski home
Serviced by you · installed by others
First visit 2022
Unit 15 yrs
-
First replacement quote

Every row already knows its next reason. The season decides when it's live.

You already did the work of earning this audience. DemandVector puts it on the schedule.

Season × Signal

The season and the CRM decide. DemandVector sends.

Every send has two reasons behind it: what the calendar says and what the record says. When both line up, the note goes out, from your shop, under your name.

demandvector · blue-spruce · season-board
The season
AugPeak cooling
Sep 15Membership renewal window
Oct 1Heating tune-up window
Nov 1Calverra rebate season opens
Signals from your CRM
43systems past 10 years
112memberships renew within 60 days
28systems you service but didn't install
9estimates ready to reopen
What goes out
FromBlue Spruce Heating & AirTo43 owners of 10+ year systems
Your system has 12 Colorado summers on it. Here's what that means.
Sending · replies route to your board
Replied · quote visit booked Tue 8:00
FromBlue Spruce Heating & AirTo112 members renewing
Your comfort plan renews next month. Here's what it covered this year.
Queued · Sep 15
FromBlue Spruce Heating & AirToCalverra owners, units 8 to 14 yrs
Calverra's fall rebate, and whether your unit qualifies.
Drafted · opens with the rebate window
Staying quiet: systems serviced this spring. Next note in the fall.

Reads left to right: the season sets the window, the CRM names the people, the send goes out in your name.

The Brands You Carry

You earned the plaque on the wall. Now it works.

A premium anchor, a value line, a ductless specialist. Every brand on your card has something to say to your customers, and DemandVector says it as you.

CarrierTraneLennoxRheemGoodman

Whatever mix is on your trucks, the motion is the same.

Brand moments plug in.Rebate windows, seasonal offers, a new line, matched to the units on your customers' pads and carried in your name.
Your certification rides along.Factory-certified standing says the factory trained your techs and stands behind your work. It belongs in every send it's true for.
The brand inside, your shop outside.The manufacturer's weight is fully present in the note. The name on it is yours.

Result: every brand you carry working your base, and your name on every note that lands.

How It Works

Connect the CRM. The season runs.

1

Connect your CRM

The field-service system your dispatch already runs on. DemandVector reads install dates, equipment, memberships, and service history. Your customer list stays yours. No brand ever sees a record.

2

DemandVector builds the reasons

Every record gets its next reason: an age crossing ten years, a membership coming due, a tune-up window opening, a rebate that fits the unit on the pad. The season decides when each goes live.

3

Sends go out in your name

Your shop's name, your voice, your phone number. Replies come back as booked work, and every booked job tags back to the reason that produced it.

You run the trucks. The base keeps producing.

Real Examples

Where HVAC shops use DemandVector

Aging Systems

Reach the 12-year-old system before July does

System Age
Season Timing
Replacement Conversation

Why it fits: Replacements go best as a planned decision in May, with time to compare options. The install date already says which homes are due.

Memberships

Renewals that go out on time, every time

Membership Status
Renewal Window
Locked-In Renewal

Why it fits: Every plan has a date, and the service history writes the recap. The renewal note goes out in your name before it comes due.

Tune-Up Season

Fill the shoulder season from service history

Last Service Date
Shoulder-Season Slot
Booked Tune-Up

Why it fits: Spring and fall have open board time, and the base has customers due for exactly that visit. The two find each other.

Rebate Season

Carry the manufacturer's rebate under your name

Brand Rebate
Matching Installs
Upgrade Quote

Why it fits: The brand brings the offer and your certified standing rides along. The note that lands in the customer's inbox is yours.

Serviced, Not Installed

Win the systems you service but didn't install

Service Records
System Age + Brand
First Replacement Quote

Why it fits: You've already been in the house. When that unit ages out, the replacement conversation should start with you.

Open Recommendations

Reopen the repair you flagged in June

Open Recommendation
Season Trigger
Booked Work

Why it fits: Past visits left recommendations on the invoice. An open slot in October and an honest note turn them into scheduled jobs.

The Plus

And when the base is running: local net-new.

The base is the first market. It isn't the last.

The same engine that reads your CRM can reach the homes and businesses in your service area that aren't in it yet: the same seasonal reasons, sent the same way, in your name.

When a reply comes back, that contact lands in your CRM and joins the base. Next season it carries an install date, a system age, a service history, and the engine works it like every customer you've already earned.

Your service area
First note, in your name
Reply
Joins your CRM
Worked like the base

The base compounds. Net-new feeds it.

See it on your base

Bring your CRM. Leave with this season's send.

A 20-minute walk-through: we read your base and show you the exact sends that would go out under your name.

Fit Check

Is DemandVector right for your shop?

Good fit if:

  • +Years of customers sit in your CRM, with install dates and service history attached.
  • +You sell and service equipment from brands whose offers and rebates should reach your customers through you.
  • +Memberships, tune-ups, and replacements are how you want revenue arriving, on a schedule you set.
  • +You want the base producing year-round without hiring someone to run it.
  • +You'd add local net-new once the base is working.

Not a fit if:

  • -Your shop is new and there's no customer history to work from yet.
  • -You only need a one-off postcard or a newsletter tool.
  • -Another company already owns outreach to your customer base and it's working.
  • -Your work is install-only and one-and-done, with no memberships, tune-ups, or replacements to come back for.
  • -You want lists to cold-call, not sends that go out in your shop's name.