HVAC service agreement plans that actually sell — the 3-tier structure that converts 40% of installs

# HVAC service agreement plans that sell Every HVAC owner wants more recurring revenue. Nobody wants to spend 2 hours at the kitchen table explaining preventive maintenance benefits after a $9,000 install. Here's the structure we've seen HVAC crews use to close 40% of new-install customers onto a service agreement the same day — usually in under 10 minutes. ## The 3-tier PMA (Preventive Maintenance Agreement) structure ### Bronze — $18-25/month - 1 spring AC tune-up + 1 fall furnace tune-up - Refrigerant top-off up to 1lb R-410A included - 15% off all repair labor - No overtime charge on emergency calls ### Silver — $35-45/month (~65% of PMA sign-ups) - Everything in Bronze - Priority scheduling (24-hour service guarantee) - Free capacitor + contactor if it fails within the agreement year - 10% off any repair parts - Free duct inspection every 2 years ### Gold — $60-75/month - Everything in Silver - 100% coverage on compressor + blower motor (labor + parts) - No trip charges, ever - Free indoor air quality check + report annually - Loyalty credit accrues toward next system replacement (up to $500/yr) ## Why this works - **Bronze** looks cheap enough to be a no-brainer for cost-conscious homeowners - **Silver** is where the money is — most people upsell one tier - **Gold** anchors the price ladder and captures your best customers ## The install-day close script > "Before I get out of your hair — we do a Silver PMA that covers your > spring tune-up, your fall tune-up, priority scheduling next summer if > anything acts up, and a 10% discount on any repairs. It's $39/month. > I can add it to the install ticket now if you want." Roughly 4 in 10 say yes on the spot. That's a $468/year recurring customer created in under 2 minutes. ## Recurring HVAC billing that runs itself Load Bronze/Silver/Gold as recurring services in Service Pro Suite. Auto-charge monthly to the card on file, auto-schedule spring + fall tune-ups as recurring jobs, and the customer never has to remember to book a visit. Renewal is automatic. ## What good looks like - **PMA attach rate on new installs**: 40%+ - **Annual retention**: 85%+ (autopay is the moat) - **PMA revenue as % of total**: 20-30% of a healthy HVAC book An HVAC shop doing $2M in service work with a healthy PMA program has $400-600K of predictable, recurring revenue that carries through the shoulder months. Nothing else stabilizes a seasonal business faster.