›Why recurring revenue (PPF) becomes strategic in 2026
Heat pump manufacturers are shifting from a one-off sales model to a recurring revenue model (PPF — Protection and Performance Plan). In 2026, PPF becomes strategic for valuation and retention.
Utilyx models this journey as a BPM workflow: the contract is generated at commissioning, renewals are detected automatically, and the copilot proposes upsell based on usage history.
›The automated recurring revenue workflow
- Generation: the PPF contract (Basic/Comfort/Premium tiers) is generated automatically at commissioning.
- Schedule: the workflow plans periodic visits and notifies the customer and installer.
- Renewal: the workflow detects contracts nearing expiry and triggers the proposal with price adjustment.
- Upsell: the copilot proposes tier upgrades (Basic → Comfort → Premium) based on SAV history and ISG telemetry.
- Churn prevention: contracts at risk of non-renewal trigger a commercial action.
- PDF generation: contract, visit report and renewal proposal (usePDF).
- Archiving: contract and visits filed (useArchive) with recurring revenue traceability.
›Concrete commercial benefits
Manufacturers report a 25% increase in PPF renewal rate, growing recurring revenue per PAC, and reduced contractual churn.
The commercial HVAC vocabulary (PPF, contract, renewal, upsell, churn, commission, ISG) is native to the platform, so the copilot proposes the right schema directly.
›The workflow in real time
Every node is executable, every branch is testable. Visualize the actual flow of your data while you design.
›Measured gains after automation
Temps de devis pompe à chaleur
Before
5 jours
After
4 heures
Taux de conversion lead-to-signature
Before
18%
After
48%
Taux de renouvellement PPF
Before
62%
After
87%
Temps de commissioning
Before
3 jours
After
1 jour
›How to automate this process — step by step
Capter et scorer le lead
Le lead entre via le web, un salon ou une recommandation partenaire — le copilote IA score la qualité (profil bâti, âge chaudière, budget, éligibilité subventions) et route vers le commercial ou l'installateur partenaire.
Devis et signature
Le copilote IA propose le dimensionnement et le prix depuis les données du bâtiment, le commercial valide la marge, le devis est envoyé avec signature électronique eIDAS et suivi automatique.
Mise en service & commissioning
L'installateur saisit la check-list de commissioning sur tablette, le PV et la facture sont générés (usePDF), le contrat PPF est activé automatiquement.
Renouvellement & revenu récurrent
Le workflow détecte les contrats PPF arrivant à échéance, propose le renouvellement avec upsell (montée de gamme) selon l'historique SAV et la télémétrie ISG.
Archiver et mesurer
useArchive classe chaque dossier (lead, devis, contrat signé, commissioning, PPF) avec traçabilité complète du pipeline commercial et du revenu récurrent.
›Return on investment
Frequently asked questions
Can PPF renewal be detected automatically?
Yes. The workflow detects contracts nearing expiry and triggers the renewal proposal with price adjustment.
Can upsell be proposed by the AI?
Yes. The copilot proposes tier upgrades based on the installation's SAV history and ISG telemetry.
Ready to automate your processes?
Utilyx lets you design, automate and orchestrate your workflows visually — with an AI copilot, OCR, PDF generation and legal archiving. Start in minutes, not weeks.