HVAC Marketing Tips

Most HVAC companies leak revenue in the same places:

Slow lead response (missed calls, missed chats, delayed follow-up)
No systematic reactivation (past customers forget you)
Weak review engine (not asking, not responding, not showcasing)
No segmentation (blasting the same offer to everyone)
No attribution (marketing spend not tied to booked jobs)

Some HVAC service platforms include marketing (good for convenience + using job/customer data). Others are dedicated marketing platforms (better automation depth, omnichannel, flexibility, and independence).

Quick verdict: Built-in marketing vs dedicated marketing (plain-English)

Built-in marketing is best when you want:

Fast setup, fewer tools
Campaigns driven by job history (maintenance reminders, memberships)
"Good enough" email/SMS/postcards + basic review workflows

Dedicated marketing tools win when you need:

Advanced automations (multi-step, conditional, multi-channel)
Better landing pages, pipeline discipline, lead scoring, and testing
Portability: switch HVAC field software without rebuilding marketing
More integrations + customization (webhooks/Zapier/API, data warehouses, ads)

The main packages (researched) — organized by category

A) HVAC/Field Service Platforms with marketing built-in (or strong add-ons)

Platform	Marketing Focus	Key Claims
ServiceTitan Marketing Pro	Marketing automation for trades with revenue attribution	Email performance tied to revenue
Housecall Pro Campaigns/Automated Marketing	Automated email/SMS + postcards + review prompts	Positioned for home services
Jobber Marketing Suite	Reviews + Campaigns + Referrals	"Grow revenue 41% more" claim

Note: Many other FSM tools rely more on integrations (Mailchimp/HubSpot/HighLevel/etc.) rather than deep native marketing suites.

B) Dedicated marketing platforms (operate independently of HVAC service software)

Platform	Core Focus	AI/Key Features
GoHighLevel	Agency-style marketing OS with funnels, automations, CRM	Multiple AI tools (Voice/Conversation/Content/Workflow)
Brevo	Email/SMS/WhatsApp + automation	AI content generator in plan features
HubSpot Marketing Hub	CRM-first inbound marketing platform	Strong AI positioning
ActiveCampaign	Automation-heavy email/SMS/WhatsApp	AI-forward positioning
Mailchimp	Mainstream email marketing	Generative AI features on pricing
Keap	SMB CRM + automation	Strong sales automation + pipelines

C) Dedicated "revenue leak plug" tools (lead conversion + reviews)

These are frequently layered on top of either FSM or a marketing platform:

Tool	Focus	Key Positioning
Podium	Messaging/webchat + AI employee	AI-powered lead handling + webchat for home services
Birdeye	Reputation/customer experience platform	AI-based review platform positioning
NiceJob	Reputation marketing (reviews/referrals)	Integrates with common FSM tools

HVAC Marketing Tips: Software Stack (Built-In vs Dedicated Marketing)

Most HVAC marketing "revenue leaks" happen from slow lead response, weak follow-up, low review volume, and no reactivation. This page compares HVAC service platforms with built-in marketing vs dedicated marketing platforms that operate independently.

Quick takeaway:

Built-in marketing is convenient and uses job history data; dedicated marketing platforms win on automation depth, integrations, and portability (you can swap field-service software later without rebuilding your marketing machine).

Built-In Marketing (inside HVAC / Field Service Platforms)

Best when you want fewer tools, quick setup, and campaigns triggered by service history (maintenance reminders, memberships, win-back). The tradeoff is usually less automation depth than dedicated marketing platforms.

💡 Click on categories above to see each table

Platform	Marketing Tools	Pricing	SaaS?	AI Ready?	Revenue Leaks It Fixes
ServiceTitan Marketing Pro	Email marketing with revenue attribution messaging	Quote-based	Yes	Confirm in demo	"Unknown ROI" on campaigns, weak reactivation
Jobber Marketing Suite	Reviews + Referrals + Email Campaigns	$79 USD/mo	Yes	Confirm in plan	Not asking for reviews, no referral engine

When built-in marketing wins: You want "good enough" campaigns tightly tied to job/customer history with minimal tooling.
When it struggles: You need multi-channel journeys, deep branching logic, advanced landing pages, and portability if you change field software later.

Dedicated Marketing Platforms (operate independently)

Best for automation depth, omnichannel follow-up, lead management discipline, and independence from your HVAC service platform.

Platform	Core Strength	Pricing	SaaS?	AI Ready?	Revenue Leaks It Fixes
HighLevel	Funnels + CRM + automations + multi-channel messaging	$97/mo AI Employee	Yes	Yes (Voice/Conversation/Content AI)	Lead rot, slow response, no nurture
Brevo	Email/SMS/WhatsApp + automation	Starts at $18/mo	Yes	Yes (AI content generator)	"Silent months", no seasonal promos

Why independence matters: If you ever switch HVAC service software, you keep your funnels, nurturing, pipelines, and automations intact—just reconnect data via integrations.

Revenue-Leak Plug Tools + Best HVAC Stacks

These are "bolt-on" tools that typically boost conversion rate and reviews even if you don't rebuild your entire stack.

Category	What It Fixes	Typical Outcome	Where It Fits
Conversation capture (chat/SMS inbox)	Missed chats, slow text response	More booked calls and quotes	Layered over any FSM
Reputation engine (reviews/referrals)	Low Google reviews	Higher map-pack visibility	Built-in or bolt-on
Reactivation + nurture (email/SMS)	Past customers forget you	More maintenance renewals	Dedicated platforms

Recommended "Best Stack" Patterns

Stack A — Simple + Fast

Jobber + Marketing Suite for streamlined all-in-one.

Best for: HVAC SMB wanting minimal complexity.

Stack B — Growth + Automation

Any FSM + HighLevel for funnels/pipeline/AI.

Best for: Aggressive growth + multi-channel.

Stack C — Attribution Focus

ServiceTitan + Marketing Pro for revenue attribution.

Best for: Larger shops needing tight ROI.