How should I segment past customers by service type and equipment age?

Tag every customer record with three things at minimum: the trade or service performed, the install or service date, and equipment details such as system type, tonnage, or model year. Those three fields let you build the segments that actually drive revenue, like AC systems installed eight or more years ago or water heaters past ten years.

In Tampa Bay the run-time on condensers is brutal and salt air near the coast shortens equipment life, so age-based segments pay off faster here than in cooler markets. Build the tagging into your job-close checklist so the data arrives clean instead of being backfilled a year later.

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