Free contractor toolBuild a simple, one-page service club agreement for HVAC, plumbing, electrical, or whole-home maintenance. Add your company info and download it ready to sign.
Customer and service address, the equipment covered with model and serial numbers, the maintenance the plan includes, the member benefits, the monthly and annual price, how billing and cancellation work, and signatures from the technician and the customer. Keep it to one page so it is easy to explain at the kitchen table.
Many contractors charge about $15 to $20 a month per system. Set the annual price higher than twelve monthly payments, around $50 more, because monthly members renew at a much higher rate year over year.
A flat-dollar discount, such as $25 off every repair invoice, is easier for customers to understand and easier for you to manage than 10 to 15 percent off. Never discount the repair you are doing today to sell the plan.
They split the visit into three parts customers understand: the moving and wearing parts (mechanical), the parts that keep the home safe (safety), and how well the system runs (performance). It turns a tune-up into a clear safety inspection the customer can see value in.
Yes. Download the Word (.docx) version to change any wording, or the PDF for a print-ready copy. Have a local attorney review the agreement before you use it, since rules on auto-renewal and cancellation vary by state.
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