Tyler works the customers you already have: tune-up reminders, membership renewals, lapsed-member winback, and add-on offers, sent on the cadence you set (Riley, his ReferralBot teammate, handles referrals) and booked straight to your calendar.
Customer List add-on · Tyler + Riley · $297/mo · month to month
Tyler's first 51 days
Before we offered Tyler to anyone, we ran it fully automatic for 51 days at the founder's own roofing and HVAC company in Tampa. Here's what came out of the customer list.
Results from the founder's own company (Tampa, FL), first 51 days fully automatic. Your results will depend on your list, offers and market. The same customer list held 8,752 maintenance targets, including 878 lapsed members and 5,497 dormant past customers.
What Tyler books
The cheapest job you'll ever book is from someone who already trusts you. Tyler makes sure they hear from you at the right time.
Offers go out on your schedule, replies are answered instantly, and jobs land on your board.
Offer the upgrades your customers didn't buy the first time.
Example conversations with sample names.
Included: ReferralBot
Riley is Tyler's teammate, and both come in the same $297/mo Customer List add-on, matched to your trade. Maintenance trades (HVAC, plumbing, pool, pest) get Tyler and Riley together. Project trades (roofing, solar, remodel) get Riley, plus Tyler's add-on offers to the same list. Riley runs your referral program end to end. You set the offer, for example 5% off for the friend and $250 for your customer, and Riley handles the invites, the tracking and the paperwork check.
Every past customer who bought a big-ticket job (replacements, installs) gets their own easy code, like SMITH-5, by text and email. New customers who qualify are added automatically, so the program feeds itself.
When a friend uses the code, your CSR or rep just types it on the estimate, invoice or job notes. Riley scans your CRM's invoices every few hours and matches codes forgivingly: case, spacing and dashes don't matter.
Every match goes into a permanent ledger of who referred whom. No self-referrals, one payout per referred customer, and your office gets an email to confirm the discount and pay the reward once the job is paid.
What's included
Seasonal tune-ups, annual roof inspections and service checkups go out on your schedule, and jobs land on your board without a single outbound call from your CSRs.
Renewal reminders timed ahead of expiry, so recurring revenue stays recurring instead of quietly running out.
Former members get a respectful winback sequence with the offer you choose. In our own first 51 days, 9 lapsed members came back on a plan.
Big-ticket customers get a personal referral code from Riley, and every code that shows up on your paperwork is credited automatically. How Riley works.
Offer the upgrades customers skipped the first time: gutter guards after a roof, water heaters, air quality, surge protection. The right offer to the right list.
Point the cadence at slow weeks. Spring and fall stop being feast or famine when Tyler fills them from your own list.
Owner-tuned rules. Cadence, offers and routing follow your playbook: which offers go to which customers, which techs, which zones, and which price for members versus non-members. Set it once and it runs.
How it works
We pull customers, memberships and job history from your CRM, or from a CSV export.
You choose offers, cadence, techs, zones and member pricing. Tyler only offers what you approve.
Offers go out on schedule, replies are answered within seconds, and jobs are booked and routed by your rules.
Pricing
Usage: texts and AI replies are billed by usage, typically $0.02 to $0.03 per text segment, itemized on every invoice. Flat monthly price, no per-minute billing, no per-job fees, month to month.
Straight answers
No. Tyler works for any trade with repeat work: tune-ups and memberships for HVAC, annual inspections and gutter guard offers for roofers, water heater checks and add-ons for plumbers.
Customer names, mobile numbers, past jobs and memberships. Live sync with ServiceTitan, Housecall Pro, Jobber and GoHighLevel, or a CSV export from anything else.
Yes. You choose the offers, the cadence, which customers get what, which techs and zones they route to, and member versus non-member pricing. Tyler only offers what you've approved.
Jordan chases estimates that haven't closed. Tyler works customers who already bought from you: tune-ups, renewals, referrals and the next job.
No. Tyler texts. Replies are answered within seconds, 24/7, and anything outside your rules goes to your team.
None. Tyler is a $297/mo add-on to any plan, month to month.