{"product_id":"hvac-maintenance-plan-system","title":"HVAC Maintenance Plan System","description":"\u003cp\u003e\u003cmeta charset=\"utf-8\"\u003e\u003c!-- obsidian --\u003e\u003c\/p\u003e\n\u003cp\u003e\u003cmeta charset=\"utf-8\"\u003e\u003c!-- obsidian --\u003e\u003c\/p\u003e\n\u003cp\u003eTurn one-time repair calls into recurring customers and steady service revenue.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eA complete maintenance plan system for owner-led HVAC shops.\u003c\/strong\u003e Sell, price, schedule, and renew service plans from written agreements and real numbers instead of verbal promises and spreadsheet drift.\u003c\/p\u003e\n\u003cp\u003eThe Maintenance Plan System gives you the customer agreement, pricing workbook, staff scripts, renewal tracker, tune-up checklist, and owner dashboard to run an HVAC maintenance plan program without turning it into a software project. Built for owners who want recurring service revenue with clean paperwork, clear handoffs, and no warranty confusion.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003e6 files · 7-tab Excel workbook · customer agreement template · state-specific requirements insert\u003c\/strong\u003e\u003c\/p\u003e\n\u003cp\u003eComes preloaded with sample customers across Silver, Gold, and Platinum tiers, so you start from worked examples, not a blank tracker.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eNamed reviewers\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eAngela M. Pomeroy — Editor:\u003c\/strong\u003e owns the edition structure and final publication standard.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eRyan W. Kincaid — Trade Reviewer:\u003c\/strong\u003e checks operational sections against real shop workflows.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eKevin J. Hollowell — Accountant:\u003c\/strong\u003e reviews pricing logic, calculators, and financial assumptions.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePatrick H. Calloway — Attorney:\u003c\/strong\u003e reviews contract templates and customer-facing legal language.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eWho it's for\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eOwner-led HVAC shops with an established repair business and an under-built maintenance plan program\u003c\/li\u003e\n\u003cli\u003eOwners selling plans verbally, inconsistently, or without signed agreements\u003c\/li\u003e\n\u003cli\u003eShops that want recurring service revenue, cleaner renewal tracking, and a staff-ready plan pitch\u003c\/li\u003e\n\u003cli\u003eTeams using an FSM platform for scheduling, but needing the agreement, pricing logic, scripts, and operating rules around it\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eWho it's not for\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eAnyone looking for a one-off contract PDF. This is the system around the agreement, not just the agreement.\u003c\/li\u003e\n\u003cli\u003eContractors trying to sell a warranty or repair-coverage product. This is preventive maintenance plus tiered repair discounts.\u003c\/li\u003e\n\u003cli\u003eShops with a mature, documented service-agreement program already running inside ServiceTitan, Housecall Pro, FieldEdge, or similar\u003c\/li\u003e\n\u003cli\u003eOwners who want software to automate billing, dispatch, CRM, and renewal notices. The binder gives you the operating structure; your existing tools still run the calendar and payments.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eWhat's included\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eOwner Manual (PDF):\u003c\/strong\u003e Quick-Start rollout, full master manual, and version log. Covers tier design, pricing logic, contract boundaries, tune-up delivery, renewal cadence, incentives, dashboards, and year-two decisions.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMaintenance Workbook (Excel):\u003c\/strong\u003e seven working tabs: Setup, Residential, Commercial, Plan Revenue Tracker, Renewal Schedule, Dashboard, and Commission Tracker. Owner tabs lock so pricing logic, plan revenue, and commission triggers stay controlled.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eStaff Pack (PDF):\u003c\/strong\u003e scripts, SOPs, tune-up checklist, equipment inventory form, agreement enrollment form, maintenance call log, customer-enrollment SOP, and marketing flyer template for the team.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eEmployee Guide (PDF):\u003c\/strong\u003e staff-facing guide for techs, CSRs, and dispatchers. Explains the plan, the handoff, customer language rules, objection responses, scheduling protocol, and monthly reporting.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eCustomer Agreement Template (Word):\u003c\/strong\u003e editable HVAC maintenance service agreement with Silver\/Gold\/Platinum tiers, cancellation and refund language, auto-renewal notice structure, CPI-or-5% renewal escalator, no-warranty disclaimer, and signature blocks.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eState-Specific Requirements Insert (PDF):\u003c\/strong\u003e attorney-review checklist for right of rescission, auto-renewal disclosure, home-solicitation cooling-off rules, lien notice, governing law, and liability caps.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eHow it works\u003c\/strong\u003e\u003cbr\u003eStart with your real per-visit cost from the \u003ca class=\"internal-link\" href=\"Price%20Book\" data-href=\"Price Book\"\u003ePrice Book\u003c\/a\u003e or your own cost records. Enter the plan inputs in Setup: visit cost, tier rules, system count logic, refund policy, renewal targets, and SPIFF defaults. The workbook prices Silver, Gold, and Platinum plans, tracks active agreements, schedules renewals, calculates MRR, flags renewal windows, and computes commission payouts.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eBuilt around the way HVAC plans actually fail\u003c\/strong\u003e\u003cbr\u003eMost maintenance programs do not fail because the idea is weak. They fail because plans are verbal, renewal dates drift, the agreement is unclear, techs forget to ask, or staff describe maintenance like a warranty. This binder turns those failure points into written rules, scripts, trackers, and handoffs.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWorks in any U.S. market\u003c\/strong\u003e\u003cbr\u003eNo plan prices are hardcoded. Every number is calculated from your shop's cost structure, system count, tier choice, and market inputs. The Customer Agreement is state-agnostic by design: state-variable clauses are clearly marked for attorney review before first use.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eCommon questions\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cem\u003eIs this generic or HVAC-specific?\u003c\/em\u003e\u003cbr\u003eBuilt for residential HVAC maintenance agreements: spring AC tune-ups, fall furnace tune-ups, refrigerant charge checks, repair discounts, equipment inventory, and renewal tracking.\u003cbr\u003e\u003cbr\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cem\u003eIs this a warranty?\u003c\/em\u003e\u003cbr\u003eNo. The plan is preventive maintenance, not repair coverage or a home-warranty product. Repairs are quoted separately at the customer's Member rate.\u003cbr\u003e\u003cbr\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cem\u003eHow do I know what to charge?\u003c\/em\u003e\u003cbr\u003eThe workbook calculates plan pricing from your per-visit cost, system count, tier rules, and target margins. Example data is included, but it is not a recommendation.\u003cbr\u003e\u003cbr\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cem\u003eWill this work in my state?\u003c\/em\u003e\u003cbr\u003eThe pricing logic works in any U.S. market because it uses your numbers. The agreement includes state-specific callouts that your attorney completes before first use.\u003cbr\u003e\u003cbr\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cem\u003eCan my team use it?\u003c\/em\u003e\u003cbr\u003eYes. The Staff Pack and Employee Guide are made for techs, CSRs, and dispatchers. The workbook and owner manual stay owner-only.\u003cbr\u003e\u003cbr\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cem\u003eWhat if I already use field-service software?\u003c\/em\u003e\u003cbr\u003eKeep it. Use your FSM for scheduling, invoices, and payments; use this binder for the agreement, pricing rules, staff language, renewal discipline, and owner review cadence.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003e14-Day Fit Guarantee\u003c\/strong\u003e\u003cbr\u003eReview the files, table of contents, and sample structure in your business. If it's not specific enough or not a fit for how your shop operates, email within 14 days for a refund.\u003c\/p\u003e","brand":"OwnersBinder","offers":[{"title":"Default Title","offer_id":49248337658108,"sku":"HVAC-MAINTENANCEPLAN","price":297.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0802\/3929\/6764\/files\/hvac-maintenance-plan-system-cover.png?v=1784849888","url":"https:\/\/ownersbinder.com\/products\/hvac-maintenance-plan-system","provider":"OwnersBinder","version":"1.0","type":"link"}