WerkOps for HVAC Contractors

HVAC Maintenance Agreement Software That Builds Recurring Revenue

Stop tracking service contracts on spreadsheets and sticky notes. WerkOps handles digital signing, renewal tracking, and visit scheduling — so your agreement revenue keeps coming without you chasing it.

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No credit card required · Starts at $149/mo · Unlimited agreements on every plan

The business case

Maintenance agreements are the highest-margin work in HVAC

A customer who signs a maintenance agreement is worth 3-5x more over their lifetime than a one-time repair customer. They renew, they call you first, and they buy new equipment from you when the old system dies.

3-5x

Lifetime value vs one-time customers

68%

Of agreement customers become equipment buyers

$199-$299

Avg annual revenue per agreement, per system

Visit plans outsell 1x plans every time

Source: ACCA contractor benchmarking data and industry surveys

The problem

Why most HVAC shops lose money on their agreement base

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Agreements tracked on spreadsheets and sticky notes

When a customer calls to check on their agreement, you have to dig through files to find it. When their renewal date comes, you forget to contact them.

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Paper contracts that get lost or disputed

Handwritten service contracts create disputes. "I didn't know that was covered." "I never agreed to that." Without a timestamped digital signature, you have no protection.

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Missed renewal calls every month

Every expired agreement that doesn't renew is revenue you already earned and then lost. Without automatic reminders, most shops miss 20-40% of renewals.

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No visibility into your agreement base size

How many active agreements do you have right now? How many expire this quarter? Most shop owners have to count by hand.

What you get

Full maintenance agreement management — built in

Digital Agreement Signing

Send maintenance agreements via email. Customers sign with a single tap on any device. Signed documents are timestamped and stored permanently.

Automatic Renewal Reminders

Set a reminder schedule and WerkOps emails customers before their agreement expires — 60, 30, and 7 days out. Renewal rates go up. Your effort goes down.

Agreement Dashboard

See your entire active agreement base at a glance. Active agreements, expiring soon, expired, and renewal rate — all on one screen.

Customer Portal Access

Customers can log into their own portal to view their agreement, download their signed contract, see visit history, and pay any outstanding invoices.

Auto-Schedule Maintenance Visits

WerkOps can automatically generate service reminder jobs at the intervals defined in each agreement — annual, biannual, or custom cadence.

Agreement-Linked Job History

Every service visit, repair, and invoice is linked to the customer's agreement. When a system fails, you have a complete maintenance history to reference.

Discount Tracking

Flag customers with active agreements so techs know to apply the correct labor rate or parts discount on any repair work during the agreement period.

Custom Agreement Terms

Build multiple agreement templates — residential vs commercial, cooling-only, full HVAC coverage, premium vs standard. Each with its own terms and pricing.

The playbook

How to grow your agreement base with WerkOps

Build your agreement template

Create your residential maintenance agreement in WerkOps. Set the price, visit frequency, covered services, and any parts discounts. Save it as a template.

Offer it on every service call

After completing a repair, your tech presents the agreement on their phone. Customer signs digitally before they leave the driveway.

WerkOps handles the follow-up

Renewal reminders go out automatically. Visit reminders schedule themselves. You get notified when a renewal comes back signed.

Watch your recurring revenue grow

Track your agreement count, renewal rate, and agreement revenue in the dashboard. Each signed agreement is guaranteed recurring revenue.

Flat-rate pricing

$149/month. Unlimited maintenance agreements included.

No per-agreement fees. No per-customer charges. Sign 5 agreements or 500 — the price stays the same.

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No credit card required · See all plans

Frequently Asked Questions

Can customers sign maintenance agreements digitally?

Yes. WerkOps sends a digital agreement to the customer via email. They review and sign from any device with a single tap. Signed agreements are timestamped, stored permanently, and accessible through the customer portal.

Does WerkOps track when maintenance agreements expire?

Yes. WerkOps tracks agreement start and end dates and sends automatic renewal reminder emails to customers before their contract expires. You set the timing — 60, 30, and 7 days out is a common sequence.

How much should HVAC maintenance agreements cost?

Two-visit maintenance agreements typically sell for $150-$299 per system per year for residential customers. Two-visit plans (spring and fall tune-up) outsell single-visit plans because customers perceive more value, and you get two service touchpoints to find repair opportunities.