Sell Plans. Book Tune-Ups. Run Recall. Automatically.
Clara offers your HVAC maintenance plans during every eligible call, books spring and fall tune-ups directly, and runs recurring recall for existing members, so your service-agreement revenue keeps growing.
Your best CSR pitches every eligible caller. Your average CSR pitches half of them. Your busiest CSR forgets. Recall calls stack up. Renewal reminders slip. The result is a maintenance plan program that plateaus.
Clara pitches the plan on every eligible call, runs recall automatically, and manages renewals.
Clara offers your maintenance plans during service calls using your approved talking points, captures payment intent, and enrolls new members directly.
Clara books spring AC tune-ups and fall heater tune-ups on the call, respecting your provider assignments and route optimization.
Clara re-engages existing members before their next tune-up and books it, keeping your maintenance-plan roster on schedule.
Clara reminds members about upcoming renewals, answers approved questions about coverage, and routes billing-specific issues to your CSR.
Clara answers routine questions about what each plan includes using your approved talking points and routes complex quotes to a sales CSR.
When repair callers make sense for a plan, Clara offers the plan during the call, boosting service-agreement attach rates.
Clara enrolls and manages members inside ServiceTitan, Housecall Pro, Jobber, and FieldEdge, respecting your existing pricing and scheduling rules.
Membership enrollment & sync
Maintenance plan management
Recurring visit scheduling
Service agreement workflow
"Our maintenance plan attach rate on inbound repair calls went from 18% to 41% in the first quarter with Clara. Every eligible caller finally gets the offer."
"Recall used to slip through the cracks every spring. Clara stays on top of it and books the tune-up. Our recall attach rate hit 92%."
Yes. Clara uses your approved script to offer plans, answers routine questions, captures payment intent (or hands off to a CSR for card capture), and enrolls the member. Attach rates typically climb once every eligible caller gets the offer, every time.
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