Predictable Contractor Cash Flow

Recurring Service Agreement & Maintenance Planner

Transform one-off emergency service calls into predictable annual recurring revenue. Plan maintenance schedules and generate client service reminder scripts in seconds.

Service Parameters

Agreement Plan Name

Biannual Heating & Cooling Precision Tune-Up

Spring AC refrigerant, condenser clean, capacitor test + Fall heat exchanger & furnace ignition tune-up.

Service Fee Per Visit ($)

Active Member Clients

Inspection Cadence

Annual Recurring Revenue (ARR)

$13,230per year in predictable cash flow

Contractor Member Accounts:35 clients

Inspection Visits / Year:2 per client

Annual Value Per Client:$378 / year

Create Recurring Invoice

Client Seasonal Reminder Template

Subject: Upcoming Seasonal Service: Your Biannual Heating & Cooling Precision Tune-Up is Scheduled!

Hi [Client Name],

We hope your home systems have been operating smoothly!

As part of your HVAC & Climate Control preventive maintenance agreement, it's time for your upcoming seasonal tune-up:

• Service: Biannual Heating & Cooling Precision Tune-Up
• What We Do: Spring AC refrigerant, condenser clean, capacitor test + Fall heat exchanger & furnace ignition tune-up.
• Covered Rate: $189.00 per visit

Regular preventive maintenance protects your equipment warranty, lowers monthly electric/gas bills, and catches minor valve or component wear before an emergency breakdown occurs.

Please reply to this email with your preferred morning or afternoon timeslot for next week, or call our dispatch desk at [Phone Number].

Thank you for being a valued maintenance agreement member!

Warm regards,
Service Dispatch Team
EverGreen Home Comfort & Mechanical