HVAC Maintenance Contract Template: Build a Loyal Customer Base with Streamlined Services

An HVAC service contract benefits both your HVAC business and your customers. Not only do HVAC contracts generate year-round revenue for your company, but they give homeowners peace of mind knowing your company will properly maintain and repair their HVAC systems.

Preventative maintenance contracts, usually billed annually or monthly, build a loyal customer base and often provide discounted rates for maintenance services or parts. A successful maintenance contract agreement or membership program relies on efficient contract management and exceptional customer service to retain customers and build your business.

While an HVAC service contract template simplifies a portion of the process, it doesn’t solve challenges relating to selling, customizing, or managing contracts, dispatching service technicians, or communicating to customers. For that, many HVAC contractors turn to a comprehensive business solution like ServiceTitan HVAC Software.

Below, we’ll share an HVAC contract sample you can download and customize, and we’ll also show how ServiceTitan helps HVAC companies streamline their operations and provide a superior customer experience.

What is an HVAC contract template?

An HVAC contract template is a binding legal document between an HVAC service provider and a customer that lays out the scope of work for planned maintenance services for a set fee.

An HVAC contract typically includes:

The challenges of HVAC service contracts

Managing HVAC contracts can turn into a time-consuming task for your office staff, especially if they rely on paper spreadsheets, Microsoft Word files, or Google Docs to keep track of all the details. Property owners’ heating and air conditioning systems require different services, depending on their contracts.

If your HVAC contract management system isn’t well organized, your HVAC business may not utilize it to its full potential, losing out on building a strong customer base and future sales opportunities.

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