Customers detected as having a service plan or Comfort Club membership · Source: Housecall Pro job-history scan
Cowboy's Air Conditioning & Heating
Service Plan / Comfort Club Members — Portal Enrollment List
What's here: Every customer who has at least one job with service-plan signals detected in notes / tags / description (Jan 2025 onward). Use this as a reference list to enroll into the HCP Service Plans portal so the system can manage their renewals, recurring visits, and billing automatically going forward.
Use the two tabs below to flip between Service Plan / Maintenance Agreement members and Comfort Club members. The Risk column flags members who are overdue for a tune-up (likely silent churn).
Service Plan / Maintenance Agreement — customers with "service plan", "maintenance agreement", "service agreement", "membership", "tune up plan" or similar language detected on at least one job. These represent the formal SP/MA tier.
Members
Customer
Address
Phone
Email
Visits
Last Visit
Risk
Plan Signal
Primary Tech
Open $
Scanning HCP for SP/Comfort Club members (this may take ~30 sec on first load)…
Cowboy's Air Conditioning & Heating · Service plan signals detected from job tags, descriptions and notes (Maintenance Agreement, Service Plan, Comfort Club, Membership, etc.).
Generated by Michael Scott Lopez for Cowboy's Air Conditioning & Heating
Logging session…
