Below are a few template options to get started with selling service plans. For more information on getting started with Service Plans, visit the Service Plans Starter Kit.

Housecall Pro's Service Plan Template Guide is available for download Here:

Yearly HVAC Maintenance Agreement

Duration: 1 year

Included visits: 2 visits

Price: $175 per year or $16 a month

Preventive maintenance is the best way to avoid costly breakdowns and repairs. By enrolling in our maintenance program, you’re see greater energy savings, ensure maximum system life, and make sure your home systems are performing in top condition. Member benefits include

  • 2 maintenance visits per year

  • 15% off all repairs

  • 24 hour Emergency service

  • Priority Scheduling


  • Discount off Normal Diagnostic Charges

  • Exclusive Member Promotions

Tiered Offering

Check out the below templates for HVAC orgs for a tiered service plan offering.

Gold Plan

Silver Plan

Bronze Plan

Duration: 3 years

Duration: 2 years

Duration: 1 year

Included visits: 2 per year

Included visits: 2 per year

Included visits: 2 per year

Price: $450 ($150/year)

Price: $350 ($175 per year)

Price: $200

Our Gold Plan provides you with year-round, worry-free protection. The benefits include:

- Inspection and cleaning of your system during service visits (air filters included)
- Same day scheduling & 24 hour emergency service
- Full coverage for labor on repairs due to equipment failure
- 15% discount on additional system installation

Our Silver Plan provides you with year-round, worry-free protection. The benefits include:

- Inspection and cleaning of your system during service visits (air filters included)
- Next-day scheduling & 24 hour emergency service
- Full coverage for labor on repairs due to equipment failure
- 10% discount on all parts for repairs and upgrades
- 5% discount on additional system installation

Our Bronze Plan provides you with year-round, worry-free protection.

The benefits include:

- Inspection and cleaning of your system during service visits

- Priority scheduling & 24 hour emergency service

- 10% discount on parts and labor for repairs and upgrades

Sample Inspection Checklist


Cooling
1. Lubricate motors
2. Check fan belts
3. Change filters, standard pleated filters included.
4. Check evaporator air temperatures
5. Check wiring & connections
6. Check refrigerant charge
7. Check operating pressures
8. Check voltage and AMP draw
9. Clean condensate line
10. Check performance of system
11. Check contactor points
12. Check pressure switches
13. Clean condenser coil
14. Check temperature differential
15. Clean evaporator coil*

*Evaporator cleaning is included. In the event the coil is plugged and needs to be removed, additional labor will be charged with discount.

Heating
1. Lubricate Motors
2. Adjust controls if needed
3. Adjust combustion air to burners
4. Check fan belts
5. Change filters, standard pleated filters included.
6. Check air temperature rise
7. Check wiring & connections
8. Clean burners
9. Check for gas leaks in furnace
10. Check heat exchanger for cracks
11. Check performance of system
12. Check heat strips
13. Check heat pump in heating mode
14. Check heat pump in defrost
15. Clean heat exchanger

Follow these steps to set up your service plan templates in Housecall Pro.

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