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HVAC Service Contract

HVAC service contracts can bring your business consistent revenue and improve the health of your customers’ systems.

Despite the benefits, it takes work to put together written agreements that make sense for your customers and protect your business. 

Follow this guide to HVAC service contracts—you’ll learn what they should include and how to get your regular maintenance work scheduled and paid for.

What is an HVAC service contract?

An HVAC service contract (also called an HVAC maintenance agreement or maintenance contract) is an agreement between your HVAC business and a customer describing the ongoing HVAC maintenance services you’re offering.

This agreement outlines the terms of the service you’re offering, including the scope of work, frequency of maintenance visits, duration, payment terms, and other details about the service.

An HVAC contract tells your customers what to expect when they sign on to receive routine maintenance services from your field technicians.

Benefits of HVAC service contracts

For HVAC businesses, HVAC service contracts can:

  • Give you a consistent and predictable source of revenue
  • Ensure that HVAC systems run at optimal efficiency and keep customers satisfied
  • Help technicians catch small issues before they grow into bigger problems
  • Reduce emergency calls to your crews, helping you schedule and allocate resources better
  • Turn recurring interactions with customers into opportunities to upsell new systems and additional services

 

For customers, HVAC service contracts can result in:

  • Cheaper utility bills due to improved HVAC system efficiency
  • Comfortable indoor temperatures all year round
  • Heating and cooling systems that last longer and require fewer costly repairs
  • Quick responses to emergency HVAC failures (especially in extreme weather)
  • Improved indoor air quality due to cleaner HVAC ducts, air filters, and coils

What to include in an HVAC maintenance agreement

Your HVAC maintenance contract should set expectations with your customers—including the type of work you’re doing, how often they’ll see you, and your scheduling and payment processes. Here are all the details you need to include in every HVAC maintenance agreement:
  • 1. Business information
  • 2. Customer information
  • 3. Property address
  • 4. Maintenance schedule
  • 5. Scope of services
  • 6. Terms and conditions
  • 7. Invoice schedule and payment terms
  • 8. Signature line

How to save time selling, scheduling, and getting paid for service contracts

You’ve learned how to create an HVAC service agreement—now learn how to sell them, schedule maintenance visits, and get paid.

  • 1. Offer HVAC service contracts as add-ons to your estimates
  • 2. Set recurring visits easily
  • 3. Assign the best crews for the job
  • 4. Help your crews access equipment details and checklists on-site
  • 5. Get paid on time

AIR EXCELLENCE

Air Excellence W.L.L HVAC Services is a leading provider of heating, ventilation, and air conditioning solutions for residential and commercial customers.

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