# 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.

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.

Canonical: https://reuily.com/templates/hvac-maintenance-agreement
Use this template: https://reuily.com/form/from-template/hvac-maintenance-agreement
Collections: Agreements & Waivers, Home Services
Last updated: 2026-10-24

## Questions

- Question 1: What's your full name? (Short Text, required)
- Question 2: What's your email address? (Email, required)
- Question 3: What's your phone number? (Phone, required)
- Question 4: What's the service address? (Short Text, required)
- Question 5: Is it a home or a business? (Single Choice, required). Options: Home; Business
- Question 6: Which systems should the plan cover? (Multiple Choice, required). Options: Central air conditioner; Furnace; Heat pump; Boiler; Ductless mini split; Water heater
- Question 7: How many systems are there? (Number, required)
- Question 8: Which plan would you like? (Single Choice, required). Options: Basic, 1 visit a year; Standard, 2 visits a year; Premium, 2 visits plus parts discount
- Question 9: Which months suit your visits best? (Short Text, optional)
- Question 10: How do we get to the equipment? (Short Text, optional)
- Agreement: HVAC maintenance agreement, accepted with "I agree" (full text below)
- Question 11: Sign the maintenance agreement (Signature, required)

Signing records the signer's consent, email, IP address, browser and signing time, and each signer can download a signed PDF copy.

## HVAC maintenance agreement

Please read this before you sign.

This agreement is between **[Company name]** (the "Contractor") and the customer named in this form.

1. **Visits.** The Contractor inspects, cleans and tunes up the systems listed above at the number of visits in the chosen plan.
2. **Fee.** The plan costs **[price]** per year for each system, billed **[yearly or monthly]**.
3. **Member benefits.** Plan members get priority scheduling and **[percent]** off repairs during the term.
4. **Repairs.** Repairs, parts and refrigerant are not included unless the plan says so, and are quoted before work starts.
5. **Access.** The customer gives safe access to the equipment at each scheduled visit.
6. **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.

## 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

## 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.