Marketing for HVAC and plumbing. The service list is the pipeline.
Most HVAC and plumbing companies are sitting on the best marketing list in their market — their own service history — and working it roughly never, because working it is a job nobody has time for.
Three things that are probably true right now
Maintenance plans quietly lapsing
Members who did not renew do not announce it. They simply stop appearing on the schedule, and by the time anyone notices they have been someone else's customer for a year.
Equipment you installed reaching its age
You know exactly what you put in and when. A fifteen-year-old system is a replacement conversation, and you are the company with the service record to have it.
The first cold snap
The week demand spikes is the week everyone is too busy to market. The campaign has to be drafted and approved before the temperature drops, not during.
Your workspace uses your words
Pick Home & field services when you sign up and the CRM relabels itself. These are the actual headers your records get — not an illustration of them.
Anything here that still is not your language can be renamed, and you can add the fields you need to any of these objects.
- Accounts
- generic name: companies
- Customers
- generic name: contacts
- Service locations
- generic name: properties
- Requests
- generic name: leads
- Jobs
- generic name: jobs
- Outcomes
- generic name: outcomes
The personas your workspace starts with
Seeded on day one, with the message angle already written. Edit them, delete them, add your own — but you are not starting from an empty screen and a blinking cursor.
Emergency repair
acquisitionHomeowners with a broken system who need same-day service.
A fast, upfront-priced fix when something stops working.
New install / replacement
acquisitionHomeowners replacing or installing a major system.
A right-sized system and financing that fits the budget.
Maintenance member
engagementCustomers on or ready for a maintenance membership.
Keep it running and skip the emergency with a service plan.
Commercial account
retentionFacility managers and commercial property owners.
Priority service and one vendor for every location.
What Arc watches for
Every one of these arrives as an opportunity with its evidence attached, so you can see why Arc raised it before you decide anything.
Customers who have gone quiet
Lapsed maintenance members, service calls with no follow-up, and customers aging past their normal service interval.
Weather worth acting on
Freeze warnings and heat events scoped to the areas you serve — the trigger for the seasonal campaign you meant to send last year.
Referral partners
The plumbing, HVAC, and insurance referral flywheel — partners who used to send work, surfaced when the flow stops.
Segments nobody is speaking to
When a persona in your workspace has no campaign touching it, that gap is filed as an opportunity rather than going unnoticed.
What a pre-season campaign would look like
Written as what would happen, because it is what the product does — not a customer story we do not have yet.
- 01Arc identifies members whose plans lapse in the next sixty days and systems it has on record passing their replacement window.
- 02It drafts a renewal message for one group and a replacement-conversation message for the other, because they are not the same customer.
- 03Both arrive in approvals with the service history that justified the list.
- 04You approve the renewals, revise the replacement copy because it reads too hard, and Arc re-drafts to your note.
- 05The first freeze warning arrives and the follow-up is already drafted, because Arc was watching for it.
What you still set up yourself
The vocabulary, personas and pipeline stages above arrive configured — the stages as a starting set for HVAC and plumbing companies, which you rename, reorder or add to in a couple of minutes if your process differs.
What is genuinely yours to do: bring your records in, point Arc at your website so it learns your voice and proof points, and connect the channels you actually send through. Nothing goes out to a customer until you approve it.
Nothing reaches a customer until you approve it.
Arc finds the opportunity, drafts the campaign, and prepares the creative. You decide what actually goes out — on every piece, with no setting that turns the gate off.
This page was last reviewed on July 30, 2026.