HVAC Service Agreement Example: Maintenance Plan

About this example

This example is the preventive maintenance agreement a commercial HVAC contractor signs with a charter school for its twelve heating, cooling and ventilation units: six rooftop units, two split systems and four exhaust fans. It combines four seasonal maintenance visits with a priority service membership that guarantees a four-hour response around the clock.

A maintenance agreement is only as good as its schedules, so this one names everything. Schedule A lists each unit by tag, type, size, area served and installation year, with a roof plan showing where it sits. A checklist sets out what every visit and each seasonal visit includes, Schedule B fixes the visit months around the school year, and a response-time table defines three priority levels. The fees are itemized, payable in four quarterly installments, and Schedule C fixes member rates for repairs, parts and refrigerant. Three plan levels are compared, and twelve numbered terms cover access, renewal, exclusions, warranty, insurance, liability and termination before the signatures.

Who it is for

HVAC, plumbing, electrical and other facility service contractors who sell recurring maintenance plans to schools, offices and property managers.