How to Request HVAC Testimonials for your Business in 2025

What Are HVAC Testimonials?

HVAC testimonials are curated, permission-based customer statements you use to promote the value of your services. They are positive and specific, designed to showcase real customer experiences to help earn trust with future prospects.

Although most people misidentify them as reviews, they’re not exactly the same.

Let’s break down the differences.

What’s the difference between HVAC testimonials and HVAC reviews?

Testimonials are actively acquired. This means you proactively request them from satisfied clients, giving you significant control over the content, design, and where you feature them. 

You can guide clients to focus on specific aspects of your service, ensuring the feedback supports your marketing messages.

Reviews, on the other hand, are passively received. Customers typically leave reviews on platforms like Google, Yelp, or social media of their own accord.

While these reviews are invaluable for boosting your online visibility and establishing credibility, you have less control over their content or placement.

Here’s a tabular representation of the differences between the two:

Both are powerful. But testimonials? You can actively influence what they say about your business and reuse it across marketing channels.

Keep reading to find out more testimonial benefits.

Why Are HVAC Testimonials Important for HVAC Businesses?

HVAC businesses, just like other service-based businesses, rely heavily on organic referrals and word-of-mouth marketing. Customers and prospects trust recommendations from friends, neighbors, and family more than traditional advertising. 

Testimonials are a great way to leverage this trust. Instead of simply hoping someone mentions your great service, testimonials allow you to actively showcase content that puts your company in a positive light.

Let’s see how.

Build trust with potential customers

Think about the last time you bought a product or used a service. You most likely checked to see what its users had to say about it, and you trusted the business better because of their testimonials. 

Most of us check for real customer feedback first. In fact, 88% of customers read online reviews for local businesses before making a decision, according to BrightLocal.

Testimonials act as social proof. They ease buyer hesitation, especially for new prospects, and reduce skepticism, as they show you're reliable.

Support word-of-mouth marketing at scale

Word-of-mouth marketing is great. But testimonials do that work at scale.

When you place a testimonial on your site, landing page, or social media platforms, it’s like a happy customer vouching for you even outside business hours.

Help differentiate from competitors

Most HVAC companies talk about quality, speed, and professionalism. Check their website, and it’s like they’re saying the exact same thing over and over again.

But a testimonial showing how your company fixed a furnace on a cold winter morning is a memorable, unique story that no other can match, and stays with prospects long after they’ve left your website.

Testimonials also bring your brand’s promise to life. They show unique customer experiences that highlight your service quality and value beyond the generic promises made on most service pages.

Reinforce employee morale

When you share glowing customer feedback with your team, it motivates them to do more. They’re reminded why their work matters. 

Motivated teams perform better. Consistent client testimonials lead to a ripple effect of consistent quality work.

Now that you know how important collecting testimonials are, let’s see where you can collect HVAC testimonials from.

Where to Collect HVAC Testimonials From?

Because HVAC testimonials are actively collected compared to reviews, you need to set up a system to request them from clients. 

Here are a few channels you can use to collect these testimonials.

Let’s explore each of these channels in detail.

1. Post-service surveys and follow-up emails

These are surveys or emails sent immediately after an HVAC job is completed. They’re used to get a true assessment of the service rendered and the level of client satisfaction. 

Instead of handing out printed surveys and typing new emails after each job, use ServiceTitan’s post-job automations to send survey links or testimonial requests directly from the platform.

Once a job is marked as complete in ServiceTitan, the system sends a customized thank-you message or survey, saving you the stress of manually tracking and sending feedback requests.

2. Review platforms

These are platforms like Yelp, Google, and Facebook, where customers come to talk about their experience with a product or service.

Although they are third-party platforms, the reviews there can be turned into feedback with the right strategy. 

All you need to do is scan these platforms for positive reviews, reach out to the reviewers, and ask if you can use them as testimonials.

ServiceTitan’s Reputation Management feature in Marketing Pro makes this a breeze as it pulls in reviews from across platforms into one dashboard. That way, you can easily monitor, respond to, and identify the best ones to use as testimonials.

For example, let's say a customer leaves a review on your Google business profile.

ServiceTitan immediately notifies you, giving you the opportunity to appreciate their feedback and seek their permission to use it as a testimonial. Since the customer took the initiative to express their satisfaction, getting a glowing testimonial from them becomes much, much easier.

3. Direct customer outreach

For high-impact jobs or long-term clients, a direct call or personalized message works best. If you’ve developed a personal relationship with these clients, it's easy to reach out and talk to them personally.

Ask them to share their story in their own words. You can call, text, or do in-person follow-ups. Just make sure to record their feedback, especially if they give it in an informal way, like over a call or in person.

4. Social media comments and messages

Keep an eye out for praise on social media channels where your customers usually spend time, like Facebook, Instagram, Twitter, or even post comments and DMs. Those can turn into great testimonials.

Like with the review platforms, you can also use reputation management to monitor brand mentions and social feedback so you never miss a potential testimonial. Remember to reach out to these customers for permission to use their words as testimonials.

5. Case study interviews

79% of buyers choose case studies as their preferred content format, according to LinkedIn’s 2018 Demand Gen report. So, it’s obvious that case studies and customer interviews are a great place to collect HVAC testimonials from.

But how do you get these case studies?

If you’ve handled a complex or commercial job, schedule a short interview. These make powerful long-form testimonials, especially for Business to Business (B2B) or high-value residential work. You can also repurpose the insights from the interview across sales and marketing. 

Is there a specific format these testimonials should come in? Read on to find out.

What Formats Can HVAC Testimonials Take?

HVAC testimonials come in various content formats, especially since they can be used across multiple platforms. Here are a few formats to look out for:

• Text-based: Quick to gather and easy to use across email, web pages, and print. They’re also great when you want quick customer impressions. They require less client effort but may be generic if you don’t ask the right questions.

• Video: Videos are highly engaging and great for social proof and website credibility. They’re much more believable and trustworthy compared to text formats, as prospects can see how satisfied the customers are. They can also be embedded in websites and on social media.

• Audio: These are useful for podcasts, voicemail promotions, or YouTube intros. Prospects can hear the excitement in the customers’ voices and listen to a more credible testimonial, even if they can’t see the customer as in the video format.

Use the format that best fits your audience and the platform where you're sharing it. 

Let’s now discuss some of the best practices for requesting these testimonials from clients. 

What Are the Best Practices for Requesting HVAC Testimonials from Clients?

Here are a few tips to help you get high-quality testimonials and keep your customers happy throughout the process: 

Let’s discuss them in detail.

1. Ask at the right time

The best time to ask for an HVAC testimonial is right after a successful job. The customer is happy, and the experience is still fresh. 

Use job completion triggers inside ServiceTitan’s Marketing Pro to send testimonial requests automatically without needing your staff to remember.

2. Make the process easy for the customer

Don’t make your customers work. Offer a simple form with pre-filled content they can edit. Or provide prompts explaining what you expect from them, such as:

• What did you like most about the service?

• Would you recommend us to others? Why?

With the built-in survey and review request tools on ServiceTitan, you can send custom mobile-friendly forms that are pre-filled with job details. All customers need to do is select a star rating that describes the service you provided.

3. Personalize your request

Your clients can identify a generic message that has been sent to tons of other customers from a mile away. It doesn’t seem intentional, and a lot of times, they just ignore such messages. 

But a personal request is different. It appeals to your customers better and shows them that you were intentional about getting their feedback and attentive to their recommendations. 

Open your message with specific details, like:

• “We’re glad we could help you with your AC replacement on Lakeville Street last Thursday…”

• "We're so glad we could assist with the new water heater installation at your business on Main Street this past Monday."

• "Thanks again for choosing us for your emergency AC service at your residence in Scottsdale last night."

You can also mention the customer’s name to personalize it further.

Given the demands of running an HVAC business, personalizing testimonial requests at scale can be challenging.

With ServiceTitan, it doesn’t have to be a chore. The platform uses job-specific customer data to automatically personalize each message with the technician’s name, job type, or location.

4. Follow up without being pushy

One friendly nudge is helpful. Three generic emails? Annoying.

Gentle, well-timed reminders can increase testimonial response rates without annoying customers.

You can automate the entire follow-up process using Marketing Pro’s email workflows, increasing the chances of feedback without extra admin work.

The Reputation Management feature also tracks which customers have already left reviews or feedback, so you can avoid redundant follow-ups and focus your testimonial requests on the most likely respondents.

5. Express appreciation

Customers are more likely to contribute if they understand that their feedback matters a lot to you and benefits others.

Let customers know that:

• Their testimonial could help someone else find a reliable HVAC provider.

• You use feedback to train your team and improve the service rendered to other customers.

In the end, it’s a win-win situation for you and your customer. You improve your service and get insights to help them better next time. 

Still not sure what an ideal testimonial request email looks like? We have a template for you.

Testimonial Request Email Template

We’ve created a ready-to-use testimonial request template you can customize and send. Here are the elements included in this template:

• Friendly greeting: Start with the customer’s name and a warm tone. This makes the email a lot less formal and uptight.

• Reference the recent service: Mention what you did and when. This shows the email is personal and custom-made for them.

• Clear CTA: Be upfront and ask them to share a short testimonial or experience. You have to be very specific to make it easy for them to do that. You can also request a preferred format, but allow them to choose a format that suits them the most.

• Appreciation note: Thank them for being a valued customer and for trusting you with serving them. 

• Contact info: Let them know who to reach if they have questions about the process or if they would like to share in a different format.

Get the email template here, edit it to create your own brand template, and start sending out these emails.

ServiceTitan simplifies the process of sending these emails through the Marketing Pro email builder. You can send your branded, personalized, and automated testimonial requests at scale, targeted by customer type, ZIP code, or job history.

When you finally get these testimonials, it doesn’t just end there. You need to use these testimonials as marketing assets to win over other prospects. 

Let’s see how you can use these testimonials in marketing.

How to Use HVAC Testimonials in Marketing?

Testimonials are HVAC marketing gold. But you can’t do much if you don’t know how to apply them correctly. Here’s how to do that: 

• Add them to your website: Your website visitors should not leave without seeing how you’ve helped your customers. Use the testimonials as snippets on your homepage. For higher conversion rates, place them near booking CTAs or service descriptions.

You can also publish case studies and transcribed interviews on your blog and link to them on your homepage and Google business profile.

• Share on social: Customers often search for businesses on social media. So, you should repurpose all formats of testimonials you get for your social media platforms. 

Turn quotes into graphics or short clips. Create an Instagram highlight that shows all your testimonials. And feature them on your LinkedIn or Facebook pages. 

You can also use them for community engagements and ad campaigns.

• Feature in email campaigns: Testimonials reinforce trust with existing customers who are more likely to read an email that highlights how you helped someone facing a challenge like theirs.

Marketing Pro allows you to insert testimonials directly into email campaigns.

Even better, you can segment your audience to target them with a testimonial they resonate with. For example, you can show commercial clients testimonials from other businesses, and residential clients testimonials from homeowners. You can also track these campaigns on the analytics dashboard.

• Include in proposals: When bidding for new jobs, you cannot afford to miss out on the opportunity to tell your prospects how you’ve helped customers like them in the past. This is where you pull out the stops, including actual data and video testimonials. It’s one easy way to boost close rates and show rather than tell them about your work.

• Use in paid ads: More than just increasing brand awareness, you want your paid social and Google ads to convert. Testimonials can help you do just that by providing valuable social proof. 

Testimonials improve your marketing and help you attract both cold and warm leads. 

Turn Happy Customers Into Powerful Marketing Assets

Every happy customer is a potential testimonial that can help you get more clients. Requesting these testimonials can be effortless if you have the right knowledge and skills. 

With ServiceTitan’s Marketing Pro, you don’t need to hire a team or manually request these testimonials. You can automate testimonial and review requests, track and manage responses from one dashboard, and use those testimonials in targeted marketing campaigns. 

Book a demo to learn how ServiceTitan can help you collect better HVAC testimonials.

ServiceTitan is the all-in-one software trusted by HVAC contractors to manage operations, boost marketing, and grow revenue. With the Marketing Pro feature, you can turn everyday customer feedback into powerful marketing assets.