← HVAC Templates

Free HVAC Service Agreement Template

A professional maintenance agreement template with two tiers, included services, member benefits, and clear terms. Build recurring revenue with maintenance plans.

Your HVAC Company

(555) 123-4567 | ROC #123456

HVAC Maintenance Agreement

Basic Maintenance

$149/year

Includes

  • 1 AC tune-up per year (spring)
  • 1 heating tune-up per year (fall)
  • Filter replacement (standard sizes)
  • Visual inspection of ductwork
  • Thermostat calibration check

Member Benefits

  • Priority scheduling (within 24 hours)
  • 10% off all repairs
  • No overtime charges for weekday service

Premium Maintenance

$249/year

Includes

  • 2 AC tune-ups per year
  • 2 heating tune-ups per year
  • Filter replacement (all sizes)
  • Coil cleaning (indoor and outdoor)
  • Refrigerant level check and top-off (up to 1 lb)
  • Electrical connection tightening
  • Condensate drain treatment
  • Carbon monoxide safety check

Member Benefits

  • Same-day priority scheduling
  • 15% off all repairs
  • No overtime or weekend charges
  • Transferable to new homeowner
  • Annual system efficiency report

Terms & Conditions

  1. 1. Agreement is valid for 12 months from the date of purchase.
  2. 2. Visits are scheduled at mutually convenient times. Customer will receive a reminder 2 weeks before each scheduled visit.
  3. 3. This agreement covers preventive maintenance only. Repairs, parts, and refrigerant beyond included amounts are billed separately at the discounted rate.
  4. 4. Agreement auto-renews annually unless cancelled with 30 days written notice.
  5. 5. Refund policy: Pro-rated refund for any unused visits if cancelled within the first 6 months.
  6. 6. This agreement is non-transferable except for the Premium plan, which may be transferred to a new property owner.

Customer Signature: _______________________________    Date: ______________

Company Representative: ____________________________    Date: ______________

Manage maintenance agreements digitally

ServiceTap tracks agreements, schedules visits automatically, and handles renewals. Start free.