Cardinal's office approves the fall reminder once
The portal finds every home whose furnace is due, using Cardinal's own job history from ServiceTitan. A manager reads the message, checks the count and approves it. No one has to build a list or write texts one by one.
- Cardinal's office
- One review and one tap.
- Technicians
- Nothing. They never see this.
Membership · MessagesFall heating tune-up reminder
- Sends from Cardinal's texting number and email, with Cardinal's logo
- Tue, Nov 17, between 10 AM and 6 PM local time
- Skips anyone who opted out or already has a visit booked
- Counts toward the limit of 2 messages a month per home
Megan gets a text from Cardinal
It comes from Cardinal's number and shows Cardinal's name and logo when she taps the link. It is short, names her furnace, and gives one thing to do.
For homes that aren't on the plan yet, the same reminder mentions the Cardinal Care Club once, with no price in the text.
- Megan sees
- Cardinal Heating, Cooling, Plumbing & Electric.
- Opting out
- Reply STOP works on every text.
Reply STOP to opt out.
Members of the Cardinal Care Club get this visit included. Reply STOP to opt out.
An email follows only if the text goes unanswered
If Megan hasn't opened the link after two days, one email goes out. It counts as the same reminder, so it doesn't use up her monthly limit. It comes from Cardinal's address and is designed in Cardinal's colors.
- Details shown
- Her system and last visit, taken from Cardinal's own records.
- Prices
- None in the message.
Let's get your furnace ready for winter
Hi Megan,
Your fall cleaning and tune-up is part of your Cardinal Care Club. Pick a day and a morning or afternoon window, and our office will confirm it.
A yearly cleaning and tune-up keeps your furnace running safely through the cold months. Pick a day and a window, and our office will confirm it.
What we'll check
- Burners, flame sensor and ignition
- Filter, blower and airflow
- Carbon monoxide and venting safety
Want visits like this taken care of every year? Ask us about the Cardinal Care Club.
Unsubscribe · Message preferences
The link opens My Cardinal Home
The same reminder waits at the top of her portal, with a badge on the bell. The portal looks like Cardinal's own site. Cardinal is her pro for heating and cooling, plumbing and electric, and she can add pros for other kinds of work that Cardinal doesn't do, like lawn mowing, gutter cleaning or pest control.
- Sign in
- Her phone number and a one-time code.
- Other pros
- Only trades Cardinal doesn't offer.
1Your furnace tune-up is due
Included in your Cardinal Care Club. Last done Oct 2025.
Last done Oct 2025. Fall is the best time.
Pick a timeCardinal Care Club
MemberFall tune-up due · spring A/C tune-up in April
Cardinal Care Club
See perksYearly tune-ups and member perks from Cardinal
Your pros
She picks a day and a window
Megan chooses from openings Cardinal has made available. Her pick goes to Cardinal's office as a request. Cardinal's team books it in ServiceTitan the way they do today, so the screen says "request sent", never "booked".
- Cardinal's office
- Sees the request in the portal and copies it to ServiceTitan in one click.
- Technicians
- Get the job on their normal schedule.
Confirmations follow what Cardinal already records
Once the job is booked in ServiceTitan, Megan gets the confirmation. The day before, she gets a reminder. When the technician is dispatched in ServiceTitan, she gets an on-the-way text. Each one comes from Cardinal, and each one is sent only after that step really happened.
- Technicians
- Nothing new to tap or send. The texts follow the job status they already set.
- The portal
- Shows the same booked visit and, after it, the visit notes.