HVAC Maintenance Agreement Template
A free HVAC maintenance agreement template for heating and cooling companies. Customers pick a plan, list their systems and sign online.
Customize the pages and design to fit your needs.
About this template
A sample HVAC service agreement with terms for tune ups, priority service, repair discounts, renewal and cancellation. Customers add their systems and plan, then sign, and the signed copy is on hand when the plan renews.
Common uses
- HVAC and heating companies
- Residential service plans
- Commercial maintenance contracts
Key features
- Plan and systems covered
- Access notes for the tech
- Renewal and repair discount terms
What this template asks
What's your full name?
Short Text
What's your email address?
Email
What's your phone number?
Phone
What's the service address?
Short Text
Is it a home or a business?
Single Choice · Home, Business
Which systems should the plan cover?
Multiple Choice · Central air conditioner, Furnace, Heat pump, Boiler, Ductless mini split, Water heater
How many systems are there?
Number
Which plan would you like?
Single Choice · Basic, 1 visit a year, Standard, 2 visits a year, Premium, 2 visits plus parts discount
Which months suit your visits best?
Short Text · Optional
How do we get to the equipment?
Short Text · Optional
HVAC maintenance agreement
Agreement text, accepted with “I agree”
Sign the maintenance agreement
Signature
How to use this template
Copy it
Select Use template and a copy opens in your workspace as an unpublished draft.
Make it yours
Edit any question or answer, choose a theme, and add your logo.
Share it
Publish, then send the link, show a QR code, or embed the form on your site. Responses arrive in Submissions.
HVAC maintenance agreement
Signers read this text in the form before they accept it. Edit the bracketed details to match your business, and have the wording reviewed for your situation.
Please read this before you sign.
This agreement is between [Company name] (the "Contractor") and the customer named in this form.
- Visits. The Contractor inspects, cleans and tunes up the systems listed above at the number of visits in the chosen plan.
- Fee. The plan costs [price] per year for each system, billed [yearly or monthly].
- Member benefits. Plan members get priority scheduling and [percent] off repairs during the term.
- Repairs. Repairs, parts and refrigerant are not included unless the plan says so, and are quoted before work starts.
- Access. The customer gives safe access to the equipment at each scheduled visit.
- Term. The agreement runs for 12 months and renews each year unless either side gives [number] days written notice.
By signing below, I confirm that I have read this agreement and agree to it.
Frequently asked questions
What should an HVAC maintenance agreement include?
The systems covered, number of visits, what each visit includes, the yearly fee, member discounts, what repairs cost, access, renewal and cancellation.
Can I offer more than one plan?
Yes. Edit the plan options to match your Basic, Standard or Premium plans, and update the fee and discount in the terms.
Does the form collect payment for the plan?
No. The form records the plan and signature. Send your invoice from your billing system once the agreement is signed.