HVAC Software – Housecall Pro

Based on the specific services your business offers, your standard recurring service agreement could follow a variety of formats. Generally, all HVAC service contracts should include the following components:

  • Services Provided — Specify the type and scope of your services along with any additional details. Will you be providing preventive, recurring maintenance of the heating and air conditioning unit at your customer’s home each month, or does the nature of your work only require you to respond to issues as needed? How much will your customers pay for your HVAC services, and when does the agreement expire?
  • Performance Standards — Providing a consistent level of service is key to delivering on your recurring residential service agreement. What kind of quality can your customers expect from your HVAC services? Define the specific standards your work will live up to and detail any processes your service technicians will use to assess the completion of a project.
  • Monitoring and Reporting — Will you provide regular inspections or auditing services as part of your recurring service agreement? If so, explain how your techs will collect that data and whether customers will have access to it.

Emergencies — Give your customers peace of mind with an action plan in case an emergency strikes. Set expectations by defining how quickly customers can expect an emergency response and how rapidly issues are likely to be resolved.


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