Customer story · HVAC · Ottawa
Ottawa Equal Air won back 130+ furnace tune-ups in two weeks.
Equal Air is an owner-run heating, cooling and gas company in Ottawa. This fall it asked its past customers about their furnace tune-up with the AI Loyalty Manager, and the visits landed in a schedule built around how the day runs.
The first two weeks
- furnace tune-up visits booked by past customers
- 134furnace tune-up visits booked by past customers
- past customers back on the schedule
- 113past customers back on the schedule
- past customers reached by email and text
- 1,800+past customers reached by email and text
That's more paid work for Equal Air, from customers they already had.
Velogics app data for Ottawa Equal Air, October 6 to 19, 2026, shared with the owner's permission. Visits booked through the campaign; cancelled visits aren't counted.
1 · The campaign
Asked about the tune-up, answered on the spot.
The AI Loyalty Manager ran the season: one reminder per customer, a reply to every answer, and a booking at the end of it.
- Step 1
A reminder to every past customer
Equal Air's past customers got a fall tune-up reminder by email. Once the account's texting number was live, the ones who hadn't answered got a short text too.
- Step 2
An answer to every reply
When someone wrote back, the AI answered from Equal Air's own knowledge base: what the tune-up covers, the service area, and the price the owner chose to share.
- Step 3
Booked in the conversation
It confirmed the address first, offered arrival windows that fit the schedule and booked the visit. A customer with several properties had all of them booked in one go.
- Step 4
Everything else to the team
A repair, a new furnace or anything that wasn't a tune-up went to Equal Air's team, and the team could step into any conversation.
2 · The schedule
Booked around how the day actually runs.
We set up Equal Air's booking with the team, so the AI offers times that fit how the day runs.
Areas with their own days
The city is split into 16 areas, each worked on its own days. A customer's address decides which days they're offered.
3-hour arrival windows
Customers pick a window, not an exact time, so the technician can arrive anywhere inside it.
Up to 8 jobs a day
A full day stops taking bookings from the AI and the booking page. The team can still add a visit by hand.
Room to drive
A time is offered only when there's room to drive from the job before it and to the job after it, estimated from postal codes.
One printed day sheet
The next day's visits, with addresses and notes, print on one day sheet.
Sitting on a list of past customers?
Book a demo and we'll show you what a season would look like for your business, from the first email to the day sheet.