Recurring jobs are on every Jobber plan. The step-by-step setup, the edits that regenerate visits, per-visit vs fixed-price billing, what happens when a card fails, and the seasonal bulk-visit tool.
Guides, comparisons and tools for running HVAC maintenance agreements.
Recurring jobs are on every Jobber plan. The step-by-step setup, the edits that regenerate visits, per-visit vs fixed-price billing, what happens when a card fails, and the seasonal bulk-visit tool.
Recurring jobs are on every HCP plan. Setup on web and mobile, editing one visit vs the series, the can't-unschedule, copy and convert rules, per-visit invoicing and card-on-file autopay, and recurring jobs vs Recurring Service Plans.
ServiceTitan has no recurring jobs feature. It has recurring services that generate events the office books by hand from Follow Up. Setup, booking, what you can change, why the visit bills $0, and where the ledger still lives.
Recurring jobs are on every Workiz tier. How to build a series, the frequency lock and bulk-edit rules, the three billing paths, why no saved card is charged automatically, and where a series stops short of an agreement.
How FieldPulse recurring jobs work, from the help center in September 2026: the six setup steps, editing and archiving a series, how they bill through Recurring Billing, what a declined card does, and where an agreement needs more.
Service Fusion calls recurring jobs Repeating Jobs, on every plan. Setup step by step, the original-instance edit rule, how Recurring Invoices and Automatic Payment bill (Pro or add-on), and the visit count neither object keeps.
FieldEdge has no recurring-jobs feature. Repeat work runs through each agreement's maintenance schedule, auto-posted to the dispatch board. How it's set up, billed, what happens on a declined card, and what it can't count.
How GorillaDesk recurring jobs work on every plan: Repeat and Exceptions, grey Recurrence tiles, moving and ending a series, per-visit billing, and the four things a prepaid agreement needs that they don't hold.
Kickserv recurring jobs copy a scheduled job onto the calendar on a cadence, on every plan. Setup steps, editing one visit or the series, per-visit invoicing, reminders, and the agreement fields they don't hold.
ServiceM8 recurring jobs are on every plan via two add-ons. Simple vs Recurring Jobs + Reminders, the 8-step Dispatch Board setup, TBC activation, what you can change after saving, billing, and the agreement fields neither holds.
ServiceTitan publishes no prices. What the three packages gate, the $245-500 per tech estimate range, implementation fees, contract terms, what owners say they pay on Reddit, and a worked year-one total for a 3-truck shop.
ServiceTitan memberships are a The Works feature, priced per tech. How the module works, the setup it needs, the limits in ST's own help center, renewal and failed-payment gotchas, and the math for a 2-truck shop with 150 agreements.
Workiz hid its prices in 2026. What each plan includes, the last published rates ($225-325/mo for 5 users, $55-65 per extra user) from Workiz's own archived pages, the phone, AI and payment fees, and a 3-truck cost estimate.
Workiz gates Service Plans to its Ultimate tier. The add-on bills a card on file but drops every visit as an unassigned placeholder and asks the client to call in. What it does, what it lacks, six workarounds, and the ledger beside it.
FieldPulse publishes no prices. How its seat-based quote is built, the one-year auto-renewing contract, third-party estimates of $40-130 per user, the add-on and payment fees the quote leaves out, and what users say they pay.
FieldPulse's maintenance agreements module, checked against its help center, changelog and API in September 2026: what's documented, what isn't (card-failure retries, visits owed vs delivered, expiry warnings), and 8 demo questions.
Service Fusion costs $208-$533/mo billed annually ($245-$627 monthly) with unlimited users on every tier. Every plan, the billing cycles, add-on and processing fees, a 3-truck total, and the service-agreement gap.
Service Fusion's service agreement is a pricing toggle with dates. Billing lives in Recurring Invoices, visits in Repeating Jobs, and nothing links them. The help-center quotes, five workarounds, and the tracker beside it.
FieldEdge publishes no prices. Reported rates run $100-150 per office user and $100-125 per tech a month, plus a $500-6,000 setup fee and a 12-month auto-renewing term. Every tier, every fee, and a worked 3-truck estimate.
FieldEdge includes service agreements on every plan: Basic on Select, Advanced on Premier and Elite. What the module does, why agreements flip inactive and dates drift, six practices for shops on FieldEdge, and the ledger beside it.
GorillaDesk costs $49, $99 or $149 a month per route on Basic, Pro or Growth. Per-route slider math, yearly billing, texting and processing fees, a 3-route total, and where subscriptions leave the agreement ledger to a spreadsheet.
Kickserv costs $60-$199/mo billed annually ($75-$249 monthly) for 5-20 users, no contract. Every card and ACH fee, a 3-truck total cost, and the one feature it lacks: maintenance agreements.
ServiceM8 costs $0 to $349 a month, priced by jobs per month with unlimited users. Every tier, card and SMS fees, a 3-truck real-total-cost example, and what its recurring jobs do and don't do for maintenance agreements.
JobNimbus doesn't publish prices. The four tiers by user count, seats priced by role, 3.2% + 29 cent card processing, the 14-day cancellation notice, and what roofers report being quoted, verified September 2026.
A free Google Sheets tracker for HVAC maintenance agreements: one row per agreement, visits owed vs delivered, renewal countdown, and three saved filter views. No email asked. Downloads to Excel.
Housecall Pro gates Service Plans behind the $299/mo Max tier, and the module has documented holes: $0 invoices, frozen billing settings, a manual visits list. The four alternatives, with prices.
Which Housecall Pro plan includes service plans (Max), why completed plan visits invoice at $0.00, five workarounds inside HCP, and how to run memberships from Essentials with an agreement layer beside it.
Housecall Pro costs $59-$329 a month across Basic, Essentials and Max, verified September 2026. Plans at a glance, Max pricing, per-user and processing fees, the real total for a 2-truck shop, and the $150 service-plans gap.
Jobber has no membership object. Agreements run on recurring jobs, tags and memory. What the workaround costs, and how to run the agreement book beside Jobber.
Jobber has no membership or agreement object. The full workaround — recurring jobs, client tags, custom fields, recurring invoices — where each step leaks, and the agreement layer that runs plans beside Jobber.
Jobber costs $29-529/mo billed annually ($49-699 month to month) across Core, Connect, Grow and Plus, with extra users at $29/mo. Every plan, every fee, the real total for a 3-truck shop, and the one thing no plan includes.
Housecall Pro has a service-plan module gated behind its $299/mo Max tier; Jobber has none but costs less with an open API. Prices, what breaks, and decision rules for a 1–4 truck HVAC shop.
ServiceTitan, Housecall Pro, Jobber, FieldEdge, Service Fusion, Workiz and Deepsel compared for running HVAC maintenance agreements, with prices and a pick for each shop size.
The five fields to track per HVAC maintenance agreement, a spreadsheet setup with the exact columns and formulas, what Jobber, Housecall Pro and ServiceTitan actually track, and which option fits by agreement count.
Maintenance agreement software for small HVAC shops: visits owed vs delivered, card-on-file auto-renewal, seasonal booking reminders and expiry protection. Works beside Jobber and Housecall Pro.
Agreement software for HVAC, plumbing and electrical contractors: visits owed vs delivered, card-on-file auto-renewal, booking reminders and expiry protection. Works beside Jobber and Housecall Pro.