Excel and Google Sheets template
HVAC service agreement tracker for maintenance plan renewals
Maintenance agreements are the steadiest money in an HVAC shop and the easiest to let slide. This keeps every renewal date and PM visit where you can see it.
$13.50 on Etsy · Instant download
Who it's for
For HVAC shops that sell maintenance plans
A renewal date passes. A spring tune-up never gets scheduled. The customer goes with whoever calls first. If that sounds familiar, this is for you.
Enter the plan, units, start date and term for each agreement. The renewal date, annual price and next PM visit fill in. The dashboard puts renewals due and overdue visits up top so nothing sits.
Sample agreements are already filled in so you can see how it works before you add your own.
What's inside
What's in the HVAC service agreement tracker
Agreements
Plan, units, start date and term. Renewal date, annual price and next PM visit fill in.
PM Visit Log
Every visit with findings and repair quotes.
Printable Checklist
A 20-point cooling and heating checklist. Type the agreement number and the customer info fills in.
Plans
Your plans with visits per year and pricing.
Dashboard
Annual revenue, renewals due and overdue visits up top, plus two pie charts.
Weekly service check
A 15-minute routine to stay ahead of renewals and visits.
How it works
Set it up once, check it once a week
Download
Buy on Etsy and download the file. Open it in Excel, or upload it to Google Drive and open it with Google Sheets.
Add your plans
Clear the samples and enter your plans with visits per year and pricing.
Add agreements
Enter each customer's plan, units, start date and term. The dates fill in.
Weekly check
Spend 15 minutes on renewals due and overdue visits, then get them on the schedule.
Questions
HVAC service agreement tracker FAQ
Do I need Excel?
No. It works in Excel and in free Google Sheets. Upload the file to Google Drive and open it with Sheets.
Can I use it on my phone or iPad?
Yes. Open the service agreement tracker in the Google Sheets or Excel app on your phone or iPad. Setup is easier on a computer screen.
How do I get it?
It's an instant download from Etsy. Buy it, download the file and open it. Nothing ships.
Are there macros or a subscription?
No. There are no macros, no subscription and nothing locked. You pay once on Etsy and the file is yours.
How does the printable checklist work?
Type the agreement number and the customer info fills in on the 20-point cooling and heating checklist. Print it and take it on the visit.
Instant download
Get the HVAC service agreement tracker
$13.50 on Etsy. You'll see the full listing and check out there.
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