The CSV export from your field service management software (ServiceTitan, Housecall Pro, FieldEdge, Jobber) already contains everything you need to send the right offer to the right segment.
8+ year-old systems — replacement candidates. Once a residential AC or furnace passes the 8-year mark, you're racing the calendar. SEER ratings have improved, refrigerant transitions (R-22 phaseout, R-410A to R-454B) make repairs more expensive, and homeowners are more receptive to "let's talk replacement" conversations. A targeted postcard with a $1,500 trade-in offer and a financing CTA converts 3–5× better when sent to this segment than a generic seasonal blast. Filter your FSM export by install date older than 8 years and load that segment as a separate PostKnock contact list.
4–6 year-old systems — maintenance plan upsell. Mid-life systems are the sweet spot for annual maintenance plan signups. The equipment is past warranty but not yet failing—exactly when homeowners are most receptive to "protect what you have" messaging. A spring postcard with a 12-month maintenance plan offer ($299/year, two visits) lands well here. These customers haven't been forced to think about replacement yet, so the value prop is pure: peace of mind, priority dispatch, and discounted repairs.
Recent installs (1-year free check). Customers who installed a new system in the last 12 months get a "complimentary first-year inspection" postcard. This isn't a sales pitch—it's a relationship maintenance touchpoint that prevents warranty surprises and creates an opportunity to enroll them in a maintenance plan before the first paid service call. It also generates Google reviews and word-of-mouth referrals at the moment customers are happiest with you.
Long-lapsed customers (3+ years no contact). Customers who haven't called in 3+ years are functionally lost—they've likely tried a competitor or moved. A win-back postcard with a high-value, low-friction offer ($79 tune-up, no commitment) is your last shot. A 3-wave sequence over 8 weeks typically reactivates 2–4% of these contacts, which is enough to justify the spend on lists of 500+. For step-by-step setup, see our spring maintenance playbook and the CSV import guide for mapping your FSM export columns.