Retention

Recurring revenue, on autopilot.

HVAC tune-ups, annual cleaning, yearly inspections — most service businesses sit on a goldmine of recurring revenue they never tap. This texts customers when their next service is due.

Setup: 15 minutes

Skill level: Beginner

Works with: Most current tools

License: One business

What it does

When a customer's anniversary date hits (12 months after their last service, by default), this fires a friendly 'time for your annual' text.

If they don't reply within 7 days, follow-up #2 fires. If still nothing, customer is moved to your win-back queue.

Tone: helpful reminder, not pressure. 'Your annual HVAC tune-up is due — want me to grab Tuesday or Thursday next week?'

"Hey [Name] — quick reminder, your annual [Service] is due this month. Want me to grab a slot? I have Tuesday 10am or Thursday 2pm."

What's included

✓The automation fileFires on customer anniversary date.
✓3 service templatesHVAC, plumbing, dental, vet, lawn, pest. Pick your stack.
✓Slot pre-fillPulls 2–3 open slots from your calendar so customer can book in one tap.
✓Escalation logicNo reply in 7 days → follow-up. No reply in 14 → move to win-back.

Setup

15 minutes, start to finish.

1

Connect your current tools

Anniversary date pulls from last-service-date or customer-since field.
2

Pick your service type

HVAC, plumbing, etc. Each has tuned copy.
3

Customize the offer

Some owners add a small discount for early-booking. Optional.
4

Live

All anniversaries now fire automatic reminders.

Works with

Your existing stack.

JJobber

HCHousecall Pro

STServiceTitan

HHubSpot

GGoogle Cal

TTwilio

Don't see your stack? Email hi@skerva.com — most current tools work with a 5-minute config tweak.

Common questions

FAQ.

What if my service isn't on a clean 12-month cycle?

Customizable. Set 6 months, 18 months, or any custom interval per service type.

Will it remind customers who already rebooked?

No — auto-skipped if a booking exists within 60 days of the anniversary.

Can I add a discount?

Yes — toggle and set the percentage. Most owners use 10% to drive early-bookings during slow months.

Does it work for irregular intervals (some customers want 6mo, some 12mo)?

Yes — anniversary interval is per-customer, set in your current tools. The automation reads each customer's preference.

Pairs well with

Often bought together.