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.