An HVAC maintenance agreement (service agreement, comfort club, membership — the names vary) is a prepaid plan for seasonal tune-ups plus priority service and discounts. Done well, it smooths cash flow, fills shoulder-season schedules, and produces replacement quotes from customers who already trust you. Here is how to structure, sell and — the part most companies miss — renew them.
Keep it to one page and one price per system. Complexity kills agreements at the kitchen table.
Sell at three moments: at the end of every service call (the tech presents it with the invoice), at the end of every install (bundle the first year), and during seasonal campaigns to past customers without an agreement. Give techs a simple script and a spiff. Track agreement attach rate per tech weekly — what gets measured gets offered.
A 20–30 minute operator-led Revenue Leak Audit looks at what happens to your quotes after they go out and names up to three observable leaks. Complimentary for qualified HVAC companies. No software to buy.
Apply for a Revenue Leak Audit →Most agreements lapse for a boring reason: the expiration date sat in the software and nobody sent the renewal touch. The customer did not cancel — they were never asked. A renewal cadence fixes it: a text and email 45 days before expiration, a reminder at 30, a call at 14, and an “agreement ended — here is how to restart” message at +7. Stop on reply; route objections to a person.
That cadence is exactly the kind of work that belongs to a system, not memory. PeakReach runs it inside the Revenue Recovery System alongside replacement-quote follow-up — see the HVAC page or start with a Revenue Leak Audit.
FieldEdge and ServiceTitan handle agreements natively (recurring billing, visit scheduling, expiration tracking). Housecall Pro and Jobber cover recurring plans more simply. Whatever you use, the renewal follow-up still needs an owner and a schedule — the software stores the date; it does not chase it. See the HVAC CRM comparison for fit by company size.
Most residential plans land between roughly $15 and $30 per month per system, or an annual equivalent, with repair discounts and priority service. Price to your labor cost and local market; confirm current numbers for your area.
Companies that present it on every call commonly reach 20–40% of service customers on an agreement. Measure attach rate per technician weekly.
Usually because no renewal touch was sent. The expiration date sits in the software and nobody owns the follow-up. A 45/30/14-day renewal cadence fixes most of it.
Yes. Renewal follow-up is configured and operated alongside quote follow-up in the Revenue Recovery System, with replies routed to your office and weekly reporting.
Related: HVAC companies — the Revenue Recovery System · How to follow up on estimates · All resources
A 20–30 minute operator-led Revenue Leak Audit, plus a one-page Revenue Leak Snapshot. No software to buy.
