When should maintenance reminders go out for equipment we installed?

Trigger them off each customer's install date, not a calendar blast to the whole list. For HVAC in Tampa Bay, a reminder at eleven months keeps the customer inside the first-year labor window, then twice a year after that, ideally in March before the heat and October after storm season. Water heaters, generators, and pool equipment follow their own intervals.

Send the first touch by email a few weeks out, follow with a text the week of, and let the customer book from the link. Firing off install date means the reminder is relevant to that household instead of a generic promo everyone deletes.

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