How a Florida home services leader booked 1,500 maintenance visits in 50 days

UpSmith partners with a home services provider with a long history of offering HVAC, electrical, plumbing, and drain solutions to homeowners across Central Florida. With nearly 40 service areas, keeping up with new bookings is only half the battle. In the Florida summer heat, this provider faced another challenge: How can they best coordinate visits with 25,000+ loyal members during the busiest season of the year?

With great members comes great responsibility

The provider offers premium memberships with annual safety and performance checks for HVAC, electrical, and plumbing systems. With just over 25,000 members, the customer service team was stretched thin — balancing inbound demand calls, estimate follow-ups, and a growing backlog of member maintenance visits.

As peak season began to hit, the partner risked having high-value customers go without engagement despite the team’s best intentions. They simply needed more bandwidth to reach out proactively and deliver a best-in-class member experience.

UpSmith empowers teams to cover more ground with JennyAI

To close the gap, this home services provider deployed UpSmith’s Mollie Membership Manager — an AI agent designed to engage with members, including maintenance visit coordination. Mollie pulls directly from ServiceTitan to identify members due for service and reaches out with personalized, action-oriented messages to drive bookings, appointment reminders, and plan renewals.

With Mollie handling member outreach, the customer service team could rest easy knowing their most loyal customers were getting excellent levels of service.

The results

In early May, our partner turned on Mollie to power their outbounding for member maintenance visits. Mollie engaged over 12,000 members due for their annual maintenance and ultimately scheduled over 1,500 appointments. In fewer than 50 days, Mollie turned these routine appointments — complimentary benefits — into monetization opportunities generating over $37K in new revenue for our partner.

Equally as important to profitability, Mollie’s appointment reminders ensured members had ample opportunity to reschedule bookings if scheduled times no longer worked, cutting expensive same-day cancellations by 30% within two weeks of activation. No human intervention required!

Want to turn backlogs into booked visits — without burning out your team? See how UpSmith can help!