HVAC maintenance plans and service agreements
Sell plans that bring customers back every year. Track visits used, run the same checklist every time and know whose renewal is coming up.
Plans that run themselves (almost)
Plan builder
Set the name, visits per year, price and what’s included. Templates and a library of checklist tasks get you started.
Visits tracked
See visits used and remaining on every agreement.
Checklists and readings
Run the same checklist on every visit and record readings and SEER rating and refrigerant type.
Visit reports with photos
The customer gets a report of what you checked and what you recommend.
Renewals and reminders
See which plans are up for renewal and remind customers.
Automatic recurring billingComing soon
Automatic card charges for plan payments. Today you invoice plan payments.
Start with our checklist
Use the free seasonal HVAC maintenance checklist as your plan’s visit checklist.
Questions
Can I sell maintenance agreements?
Yes. Create plans with visits per year, a price and a visit checklist, and sell them to customers.
Does it bill plan customers automatically?
Not yet. Automatic recurring billing is coming soon. Today you invoice plan payments and customers pay by link.
Can the customer see their visit report?
Yes. Each visit produces a report with the checklist and photos.
Run your HVAC company on $0 software.
No card, no contract, unlimited users. Pick your trade when you sign up and you’ll land in a workspace set up for it.