An eight-page annual service sheet for hot water, steam, condensing and oil-fired boilers with the manufacturer's target beside each reading: safety, water side, burners and gas train, venting and combustion, controls and sign-off, plus a page for boilers under a state or city certificate inspection. No email asked.
A six-page water heater maintenance checklist with printed targets: pressure, expansion tank, relief valve and delivered temperature on every heater, then gas tanks, electric tanks, the flush and anode rod, heat pump water heaters and a tankless page with hardness, descaling, filters and gas pressure. Flush, anode and descale intervals by manufacturer. No email asked.
A seven-page standby generator service checklist with Generac, Kohler, Cummins, Briggs & Stratton and Champion figures beside each blank, the maintenance schedule by brand, what a maintenance contract covers and what dealers charge, the oil checks during a long outage, and appendices for liquid-cooled units and NFPA 110 systems. No email asked.
A printable tool list in four sections with a who-supplies column and an A2L mark on every row, a truck stock count sheet with starting quantities and a shop tool issue record, plus a workbook that works out the restock order. Counts from 17 school tool lists, tool prices and the EPA rules for R-454B and R-32. No email asked.
A refrigerant PT chart for R-22, R-410A, R-32 and R-454B with R-454B's bubble and dew columns, subcooling targets from seven current R-454B and R-32 manuals, a target superheat table for piston systems, HVAC troubleshooting charts for the refrigerant circuit, air conditioners and heat pumps, defrost settings by manufacturer, and rules of thumb and formulas. Seven-page PDF, Word and Google Docs. No email asked.
For the homeowner or landlord paying for the visit: what a central AC, gas furnace or heat pump visit should include, the five readings to ask for on the invoice, what it costs and how long it takes, three questions before approving a repair, and which papers Carrier, Trane, Lennox and Goodman can ask you for, quoted and linked.
Clients, More Actions, Export Clients, CSV, then Customers, Import in Deepsel. What each of Jobber's 37 columns turns into, what happens to a client with three properties, archived clients and leads, and a 46-row run that added 26, updated 6 and skipped 14.
Customers, Actions, Export, Send file, then upload the emailed zip without unzipping it. What each of the 44 columns turns into, which of a customer's three addresses is kept, why phones arrive as bare digits, and a 41-row run that added 26, updated 6 and skipped 9.
Reports Dashboard, Customer List, Custom, every column, Excel, then Customers, Import in Deepsel. What each of the 28 report columns turns into, how to bring a custom field in as notes, why to skip the Service Locations report, and a 41-row run that added 26, updated 6 and skipped 9.
Customers, Add Columns, Actions, Export All as CSV, then Customers, Import in Deepsel. Which columns to add before you export, what happens to sub-customers and job rows, the older CustomerList.xlsx, and a 46-row run that added 26, updated 6 and skipped 14.
Reports, Customer List, Run Report, Export to XLSX, then Customers, Import in Deepsel. How one name column becomes first name, last name or company, how the one-cell address is split, what the report leaves out, and a 41-row run that added 26, updated 6 and skipped 9.
A 10-page install and commissioning sheet built on ANSI/ACCA 5 QI: design and permit, piping, nitrogen pressure test and evacuation with a decay test, electrical against the nameplate, condensate, static and airflow, charge against the maker's target, then heat pump, gas furnace and close-out pages. No email asked.
One row per filter slot with size, MERV, interval and change-out pressure, a change log tab, and next-due, days-left and overdue formulas, plus a two-page printable sheet for the filter door. Change intervals by filter type from ENERGY STAR, EPA, ASHRAE and the filter makers. No email asked.
A five-tab workbook: a job takeoff with a filled-in 3-ton changeout and a rooftop example, line-set sizes from the manufacturer table, breaker and wire from nameplate MCA and MOP, an equipment list tab and a mechanical equipment schedule tab, plus a printable pick list. No email asked.
Same $149 mid tier, then they split: $29 vs $100 per extra user, booking and reviews included vs add-on, API on every plan vs Max only, one-way QuickBooks on both. A 15-row comparison table, a worked 3-truck total, seven dated owner quotes, and the maintenance-agreement gap neither one closes.
Housecall Pro is $59-$299/mo with no contract; ServiceTitan is quote-only at a reported $245-500 per tech plus a $5,000-15,000 implementation fee and a 12-month term. A 16-row comparison, a worked 3-truck total ($1,788 vs $15,800-33,000 in year one), owner quotes and decision rules by truck count.
Jobber publishes every price ($29-529/mo); ServiceTitan is quote-only at a reported $245-500 per tech plus $5k-50k implementation and a 12-month contract. A 14-row table, a worked year-one total for a 3-truck shop, app and support scores, eight owner quotes, and decision rules by truck count.
Two quote-only HVAC platforms with real agreement modules, compared: reported cost per tech and per user, setup fees and contract terms, real-time vs batch QuickBooks sync, memberships on The Works vs agreements on every FieldEdge plan, app ratings, and worked totals for 3-truck and 6-truck shops, with quotes from owners who ran both.
Jobber publishes prices from $29/mo and sells month to month; Workiz is quote-only (last list $225-325/mo for 5 users) on an annual contract with a phone system built in. A 14-row comparison, a 3-truck cost worksheet, app-store and Trustpilot ratings, owner quotes, and the service-plan gap on both. Verified September 7, 2026.
Housecall Pro publishes $59-$299 plans, sells month to month and gives 14 days; Workiz publishes nothing, signs an annual contract and gives 7. A 16-row table, a worked 3-truck total, Android and Trustpilot ratings, dated owner quotes with astroturf filtered out, and the service-plan gate on both.
Jobber publishes $29-529/mo plans, sells month to month and has the higher-rated app; FieldPulse quotes seats on a one-year contract and adds a flat-rate pricebook, inventory, QuickBooks Desktop and a maintenance-agreement module. A 14-row table, a 3-truck worked total, six dated owner quotes, and what neither does about agreements.
Service Fusion is $208-533/mo flat with unlimited users; Housecall Pro is $59-299 for 1-8 users plus $75-100 a seat. Worked totals at 3 and 6 trucks, the app-rating gap, QuickBooks Desktop, support hours, owners who switched each way, a Service Fusion vs Jobber block, and what none of them does about maintenance agreements.
Both cost $149 a month for a 2-truck shop, so trade decides it: GorillaDesk for pest, lawn and pool routes with chemical logging and free office logins; Jobber for HVAC, plumbing and mixed shops with deeper integrations and a free API. Worked totals, the four-route crossover, eight owner quotes.
Kickserv Start is $60 a month for 5 users; Jobber is $29 for one and $149 for 5. Prices verified September 7, 2026, app-store and review-site ratings, QuickBooks and API differences, a worked year for a 3-truck shop where processing rates flip the answer, six owner quotes, and why neither tracks maintenance agreements.
ServiceM8 bills by jobs ($0-349/mo, unlimited users, full app on iPhone only); Jobber bills by users ($29-399+/mo, full Android app). Worked totals for 2- and 3-truck shops, card rates by country, Xero and QuickBooks sync, owner quotes, decision rules, and the maintenance-agreement gap both share.
Seventeen free checklist templates for HVAC shops: the full spring-and-fall visit, AC, furnace, heat pump, inspection, tune-up report card, commercial rooftop units, installation, boiler, water heater, standby generator, an equipment log, a filter change log, a 12-month PM schedule, an install material list, a technician tool list and a technician cheat sheet, with a table of which one to use when.
A free HVAC maintenance checklist built from ACCA Standard 4: every-visit tasks, a spring cooling page, a fall gas-furnace page, and the target ranges for static pressure, temperature split, superheat, capacitors, flame sensor microamps, temperature rise and flue CO.
The cooling-season visit task by task from ACCA Standard 4, with the target beside each task: temperature split, static pressure, capacitor tolerance, superheat and subcooling, plus a readings block, refrigerant rules and a customer sign-off. One-click Google Docs copy, Word and PDF, no email.
A free furnace checklist built on ACCA Standard 4 with a blank for every reading: igniter ohms, flame sensor microamps, manifold pressure, temperature rise, static pressure, combustion analysis targets and the three CO limits. Gas, condensing, electric and oil sections.
A two-visit heat pump checklist with target numbers: every-visit outdoor and indoor tasks, a spring cooling-mode readings block, a fall block with forced defrost, reversing valve and heat-strip amps by stage, and an inverter and ductless section. Sourced to ACCA 4 and HVAC School.
A three-page-per-unit inspection sheet that records instead of adjusting: data plates, CO and gas safety, cooling and heating readings against printed targets, static pressure, a 5-point condition grade, findings with pre-existing exclusions, and a serial-number age table.
A 21-point cooling and 21-point heating tune-up checklist built from ANSI/ACCA 4 QM and HVAC School field ranges, with target readings, 2026 tune-up prices, which advertised points are padding, and a free customer report card in Google Docs, Word and PDF.
A one-page roof sheet for six rooftop units plus a per-unit detail sheet: filters, belts, coils, condensate, electrical, refrigerant, economizer, gas heat, controls and exhaust fans, each with a target range. Standard 180 frequencies, OSHA roof rules, the 2026 EPA leak rule. No email asked.
A two-tab maintenance log built for HVAC service: one row per unit with model, serial, refrigerant, filter size and warranty end, one row per visit with readings, parts and refrigerant added, plus last-serviced and next-due formulas. Google Sheets copy, Excel, printable. No email asked.
A 12-month grid, one row per unit: frequency and start month fill the due months, a missed month turns red, a This month tab lists who's due, and a task list carries ENERGY STAR, ACCA 4 and Standard 180 intervals. Google Sheets copy, Excel, PDF, no email.
A free 10-page HVAC maintenance agreement: equipment schedule with filter sizes, per-system scope, a fair visit-expiry rule, card-on-file consent, 30-day renewal notice and state notes. One-click Google Docs copy, Word and PDF.
Eight free HVAC maintenance agreement templates downloaded and read clause by clause: formats, email and account gates, auto-renew language, equipment schedule, visit expiry, dateline, and an honest verdict for each.
Free 15-page commercial HVAC maintenance contract: multi-site unit schedule, PM-only or full coverage, quarterly task list tied to Standard 180, response targets, net-30 terms, CPI escalation.
A free septic maintenance contract built for county rules: component schedule, inspection count per state, reports to the permitting authority, alarm response, pumping terms, 30-day lapse notice, state notes for 11 states and a filing checklist.
A free landscape maintenance contract: property schedule, a seasonal scope table from spring cleanup to fall leaves, a rain and skip-visit rule, plant terms, monthly card-on-file billing, per-season renewal and a snow add-on.
A free per-home plumbing membership agreement: water heater schedule with anode dates, the annual inspection checklist, a backflow-test clause that says who files, a fair old-drain-valve rule, card-on-file consent and renewal notice.
A free electrical maintenance agreement: covered-equipment schedule for the panel, surge protector, EV charger and alarms, a written annual inspection checklist, a generator add-on on the maker's schedule, card-on-file consent and renewal notice.
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.