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.
Service Plan templates are the plans your company will offer to your customers. You can make customized these as needed. Templates will be the list of plans you will choose from when selling a plan to a customer.
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: | 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
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.
Up next: Sell a service plan to a customer