If you’re an HVAC professional looking to enhance customer loyalty, drive recurring revenue, and stand out from competitors, implementing a tiered Service Plan or Membership Program is the perfect strategy. This guide explores how to design Service Plans tailored to your HVAC business, showcasing tiered membership options and even a complimentary tier to entice new customers.
For more information on how to get started with Service Plans, visit the Service Plans Starter Kit.
Housecall Pro's Service Plan Template Guide is available for download Here:
Potential Components of an HVAC Service Plan
Regular Maintenance Visits: Ensure customers receive seasonal tune-ups to keep their systems running smoothly.
Priority Scheduling: Give plan members faster access during peak seasons.
Discounted Repairs and Services: Offer savings on parts, labor, or additional services.
Exclusive Perks: Add unique benefits like loyalty credits or extended warranties.
Transparent Pricing: Clearly outline costs and benefits for each membership tier.
Tiered Membership Approach
A tiered membership approach lets you appeal to a wider range of customers with varying needs and budgets. Below is an example structure for HVAC businesses:
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’ll see greater energy savings, ensure maximum system life, and ensure 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 templates below 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: | Our Silver Plan provides you with year-round, worry-free protection. The benefits include: | 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
Lubricate motors
Check fan belts
Change filters, standard pleated filters included.
Check evaporator air temperatures
Check wiring & connections
Check refrigerant charge
Check operating pressures
Check voltage and AMP draw
Clean condensate line
Check the performance of the system
Check contactor points
Check pressure switches
Clean condenser coil
Check temperature differential
Clean evaporator coil*
*Evaporator cleaning is included. If the coil is plugged and needs to be removed, additional labor will be charged with a discount.
Heating
Lubricate Motors
Adjust controls if needed
Adjust combustion air to burners
Check fan belts
Change filters, standard pleated filters included.
Check air temperature rise
Check wiring & connections
Clean burners
Check for gas leaks in the furnace
Check the heat exchanger for cracks
Check the performance of the system
Check heat strips
Check the heat pump in heating mode
Check the heat pump in defrost
Clean heat exchanger
You can follow these steps to set up your service plan templates in Housecall Pro.
Complimentary Tier: Starter Membership
The Starter Plan is designed for follow-up customers who want to stay ahead with basic system care and maintenance reminders. It’s a no-cost way to maintain the reliability of your HVAC system and keep your comfort uninterrupted.
What’s Included:
Follow-up system check-in: A quick, professional check to ensure your system remains in great shape.
Seasonal maintenance reminders: Stay on top of regular tune-ups with friendly, timely notifications.
Exclusive promotions: Unlock special member-only offers and discounts on services and repairs.
Digital maintenance records: Easily access your service history to keep your HVAC system’s performance on track.
Cost: Free
Visits: 1
Duration: 1
Inspiration: Use the complimentary tier as a lead generation tool, enticing potential customers with low-commitment entry points while showcasing your professionalism and service quality.
Need help or have questions?
We're here for you! Chat with Support using the Blue Chat Bubble in your Housecall Pro account, or give us a call at (858) 842-5746.