For HVAC companies
Filter reminders that carry your company name.
Filterly is part of Plenum. Turn it on and your customers get a text when a filter is due, from your company, opening the one filter that needs changing. Your office sees the same filters on the customer record.
How it works for your company
01
What your customers get
- A text a few days before each filter is due, starting with your company name.
- A page with your logo, the filter, its size, and a Changed it button. Reply DONE works too.
- Call and text buttons that reach your office.
02
What your office sets once
- Turn it on, add your logo and colour, and pick the reply-to address.
- Choose when customers are enrolled: install complete, maintenance complete or estimate approved.
- Pick text, email or both, and how many days ahead. Preview the real message with your name in it.
03
What your techs do
- A Filters step at job close-out in the field app, with common sizes first.
- An optional photo of the printed edge, so nobody guesses later.
- Enroll homeowner sends the welcome text from the job.
04
On the customer record
- Each filter with its size, last change and next due date.
- Send a reminder now or mark it changed when the customer calls.
- Consent state and the last STOP, so nobody texts a customer who opted out.
Messaging and consent
Reminders go out from one verified Filterly toll-free number, separate from your own business lines, with your company named in each message. Customers get a confirmation text with STOP and HELP when they join, and a STOP to Filterly also stops Plenum texts to that number.
Included with Plenum
Filter reminders come with every Plenum account. There is no separate plan to buy.
Selling filters
Today the Ship them to me button opens a search for that exact size at Filterbuy and Amazon. Filter delivery credited to your company is not built yet; we will say so here when it is.
Run on Plenum already?
Filterly turns on from your Plenum settings. Not on Plenum yet? See what else it runs.