Trade AI Playbook

5-tech HVAC company goes from 40% to 92% booking rate and reactivates dormant customers

Temperature Pros · Orlando, FL, US ·

What they did

The owner was answering phones between jobs and chasing invoices at night. An AI receptionist took over calls, then a reactivation campaign re-engaged ~800 dormant customers, with AR follow-up and review requests running alongside.

Reported results

  • Booking rate 40.2% to 91.7% in 90 days
  • $31,247 revenue recovered in 90 days
  • ~50 jobs booked from the reactivation campaign at roughly a $625 average ticket
  • $12,400 aging AR collected
  • 147 new Google reviews

Tools

Maximus AI receptionist, Reactivation campaigns

Cost

Not disclosed

Source

Maximus: https://askmaximus.ai/results/case-studies/temperature-pros

Vendor case study (results reported by the vendor). Source checked 2026-10-20. Results are as reported by the source, not independently audited.

Try it yourself: starter prompt

Our suggested prompt for an AI assistant (ChatGPT, Claude, Grok or your phone-agent tool). It is not from the source.

You are the phone assistant for an HVAC company. When the owner can't answer, greet the caller, get their name, callback number, address and what's wrong, ask how urgent it is (emergency today vs. this week), and tell them the owner will call back within 15 minutes. Never quote a price or promise a time. Then text the owner a 3-line summary.

Related use cases