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Download a copy, print it, send it by email, or mail it via USPS—whatever works best for your next step.

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If this form requires notarization, complete it online through a secure video call—no need to meet a notary in person or wait for an appointment.

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The agreement describes your ongoing HVAC maintenance services, including the scope of work, frequency of maintenance visits, duration, payment terms, and other details that need to be defined before you start a job. Your HVAC maintenance plan will likely cover regularly scheduled maintenance.
The HVAC Estimating Process Analyze Project Specifications. Conduct a Site Survey. Calculate Cooling and Heating Loads. Select Equipment. Estimate Material and Labor Costs. Include Overhead and Profit Margins. Prepare for Contingencies. Use Estimating Software:
A good HVAC quote should include a breakdown of all costs, including materials, labor, and any additional fees or taxes. It should also outline the timeline for completion of the project and any warranties or guarantees offered by the company.
Preventive Maintenance Checklist for Your HVAC System Replace all of your unit's filters. Check the outside unit, clear any debris, and ensure the cabinet door is closed. Check the cabinet for leaks. To ensure proper airflow, clear any clogs in the drain lines.
The short answer is yes – service contracts or memberships can be worth it, depending on your needs. Here's why: 1. Reduced Repair Costs: With a service contract or membership, you often receive discounts on repairs, replacement parts, and other services.
Early Issue Detection: Routine maintenance agreements help technicians identify and correct any potential/undetected issues before they arise or while they are still minor. This maintenance will help ensure your customer's equipment is running smoothly and efficiently.
How to Bid HVAC Jobs: 7 Steps Step 1: Review the Specifications. Step 2: Analyze the Drawings. Step 3: Perform a Quantity Takeoff. Step 4: Work Out Labor Costs. Step 5: Factor in Overhead and Profit Margin. Step 6: Create Your HVAC Estimate. Step 7: Review & Present Your Proposal.
8 Ways to Increase Service Agreement Sales for Your Commercial HVAC Business Get Your Team On Board. Sell What Your Prospect Needs. Reach the Decision Makers. Sell the Program. Offer Flexible Maintenance Plans. Make Your Business Visible and Reputable Online. Improve Retention by Providing Exceptional Customer Experience.