Maintenance agreement template
Print this page or save it as a PDF to set up a maintenance plan (a "club" or "membership") with a homeowner or business. It lists the equipment covered, the visits included, the benefits members get, what isn't covered, and how the plan is billed and renewed.
An outline only, not legal advice. Have a local attorney review your agreement, especially renewal and cancellation terms, which some states regulate.
1. Your business
Business name: License number:
Phone: Email:
2. Customer and property
Customer: Phone / email:
Service address:
3. Equipment covered
| Equipment | Make / model | Location | Serial |
|---|---|---|---|
4. Visits included
Visits per year: Scheduled in (months):
Each visit includes:
5. Member benefits
- Priority scheduling
- Discount on repairs: %
- Reduced or no trip charge
- Reminder before each visit
- Other:
6. Not covered
- Repairs and parts, unless listed above
- Refrigerant, unless listed above
- Equipment replacement
- Damage from misuse, weather or other trades
- Equipment not listed in section 3
- Other:
7. Price and billing
Plan price $: per:
- Paid once a year, in advance
- Paid monthly
Payment method:
8. Term, renewal and cancellation
Start date: Length:
Renewal:
Cancellation notice: Refund on cancellation:
9. Signatures
Customer name: Date:
Signature:
For the business: Date:
From jobtill.com/blog. An outline only; this template doesn't suggest prices.
How to use it
- List the equipment by serial number, so it's clear which units the plan covers when a customer adds a second system.
- Spell out what a visit includes and what isn't covered: most plan disputes are about a repair the customer thought was included.
- If the plan renews on its own, say so in plain words next to the signature and remind the customer before it renews.