The most common customer service agreement model involves two yearly maintenance visits to service basic equipment like the air conditioner and the heat pump. Obviously, every customer service agreement prescribes a certain number of annual maintenance service visits for every customer with a membership plan. Scheduling Maintenance CallsĪlthough the particulars of service agreements vary, they have some basic things in common. ![]() But they can only be effective if they’re properly implemented, and trying to manage them without help from a field software solution, which contractors usually attempt with some combination of spreadsheets and digital calendars, can quickly turn into an organizational nightmare. ![]() The Challenges of Managing Customer Service Agreements Without a Field Service Software Solutionįor all of the reasons we mentioned above, customer service agreements can vastly improve an HVAC contractor’s bottom line. We’ll also provide a link to a free template you can use.īut before we dive in, it’s worth reviewing why managing HVAC customer service agreements without software can be so difficult.Ĭurious about how ServiceTitan can allow you to make the most of our service agreement template? Schedule a call to learn more about how our software can help realize the full potential of your customer membership program. In this article, we’ll explain exactly how ServiceTitan’s service agreement software works - allowing contractors new to service agreements to design HVAC contract templates from scratch, and making it easy for those who’ve been using them for decades to import their existing data and customize automated service contract templates to match their needs. Some are a lot more flexible and easily customizable than others - a significant factor, given that most every service program is a little different. And when it comes to customer service programs, not all field service management tools are created equal. Without service agreements, HVAC contractors must rely almost entirely on chasing new business - a costly, often frustrating endeavor - even as competitors that do have service agreements are effectively siphoning customers out of the market by winning their loyalty.īut particularly for contractors that have a large customer base - typically shops that have been around for a while - managing service agreements without some help from a software tool like ServiceTitan can be a confusing, time-consuming headache. Produce other kinds of work for contractors with multiple trade divisions - plumbing and/or electrical, for exampleīy the same token, contractors who don’t offer service contracts generally end up with a smaller customer base, fewer opportunities to get into their customers’ homes and generate new work, and fewer chances to sell big-ticket items. ![]() When managed successfully, by well-trained techs armed with maintenance checklists, customer service agreements can help contractors do things like:Ĭreate a large pool of loyal customers, who are unlikely to shop competitors for their HVAC needsĬapitalize on preventive maintenance visits to generate leads for additional jobs, like air conditioning system replacements » Want to grow your HVAC business? Click here to get a demo. The contractors that use HVAC maintenance contracts most effectively tend to see big gains in revenue growth, efficiency, and market share. In fact, they offer such tremendous business advantages that it can be tough for HVAC shops to compete without them. You may also access the template by filling out the form (above on your mobile device, or to the right on your desktop).įor HVAC contractors in this day and age, customer service agreements are critical. In the conclusion of this post, we provide a link for you to download it for free. ![]() In this post, we share a free HVAC service agreement template that you can use to set up recurring service agreements with your customers.
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