Top 5 HVAC Maintenance Agreement Software

Have you ever wondered why your business lacks that quick service? 

Is it because of the passive attitude of your employees or the carelessness of your technicians on the field?

Or is it because your vast HVAC business lacks automation?

Maintaining the work order is challenging for the HVAC industry, especially when pre-existing customers want you to come around for fit or refit in their system. 

If you still stick to the traditional methods for scheduling and dispatching, invoicing, work order management, and all other important tasks, your business is sure to face problems.

It is important to have automated HVAC maintenance agreement software to match the modern-day speed of HVAC companies. 

Why does your HVAC company need a maintenance agreement?

How will a smart service HVAC software help in maintaining your business? 

What is an HVAC Maintenance Agreement?

It is impossible to maintain stability in the HVAC plumbing or electrical service provider. An HVAC user always needs you to come around for a fit or refit in their systems over months.

Contemporary projections have depicted that the number of HVAC units will surpass 151 million by 2024.

To avoid this frequent unnecessary movement, A little planning and some simple tools can’t save you time and costs. 

This is where the maintenance agreement plays a vital role. 

A service and maintenance agreement is an ideal method adopted for both the clients and the HVAC business. 

Clients appreciate this kind of agreement as it leaves them with peace of mind that their HVAC system is fully functional and will be serviced to prevent any breakout, particularly in peak seasons. 

Moreover, it becomes easier for the user to schedule appointments throughout the year according to their convenience. 

The satisfaction that they won’t have to wait in a long list of people searching for some last-minute fixes, the HVAC company positively impacts the users.

Top Five HVAC Maintenance Agreement Software

HVAC maintenance agreement software that fulfills business needs without burdening the company are mentioned below:

1. Housecall Pro

Housecall Pro, a management software, delivers a premium interface that is extremely easy to use both on mobile and the web. 

Housecall Pro

It makes it easy to digitize and mobilize a business. 

Provide users with a dashboard having complete business stats, enabling the users to gain actionable insights into business performance. 

Some of the most valued features are:

  • Notifications/alerts
  • Activity dashboard
  • Reporting/analytics
  • Third-party integrations
  • Document management
  • Workflow management
  • Data import and export
  • Real-time data

2. Upkeep

Upkeep is a cloud-based computerized maintenance management system. 


It is designed to be used on mobile and is suitable for various industries, including manufacturing, construction, distribution, warehousing, utilities, hotels, food processing, churches, education, and many more. 

The user-friendly interface enables the management and planning of the orders on the go. 

Some of the key features are:

  • Notifications
  • Activity dashboard
  • Reporting/analytics
  • API
  • Third-party integrations
  • Document management
  • Customizable reports
  • Workflow management

3. Honey Book

Specially designed for small businesses and freelancers, Honey Book is a cloud-based maintenance software that helps users manage business processes conveniently. 

Honey Book

The software allows users to sign contracts online and manage payments. 

It provides an easy interface right from consultation to billing. 

Some of the key features are: 

  • Project management
  • Booking customers
  • Sending invoices
  • Signing online contracts
  • Managing payments
  • Data import/export
  • Reporting and statistics

4. Jobber

Jobber is a powerful maintenance software that helps home service businesses provide a seamless customer experience while keeping jobs on track. 


It helps to maintain everything between a customer’s request and the moment you are paid.

It helps streamline the workflow by converting quotes to jobs and invoices.

Some of the key features are:

  • GPS tracking
  • Real-time data and statistics
  • Reporting and analytics
  • Third-party integrations
  • Customizable document management
  • Workflow management

5. Service M8

Service M8 is a job management software that helps access all the clients and job details in a single field. It ensures job quality and consistency with built-in checklists. It has the school feature of capturing electronic signatures and communication. 

 Service M8

Some of the key features are:

  • Connecting Office, field staff, and clients
  • Easy to access schedule and job info
  • Urgent job dispatch instantly
  • Receive push notifications
  • Automated booking confirmations
  • Automate reminders and follow-ups to client scheduling
  • Direct email and texting to the clients
  • Make card payments on-site
  • Send online invoices via email and SMS supporting card payment digital forms and assets

These are some of the HVAC service agreement software that allows for maintaining HVAC service agreements, maintenance contracts, sell service agreements, maintaining HVAC businesses, and much more.

What is the Importance of using HVAC Maintenance Software?

Managing HVAC services, especially when the business is booming, can be challenging. 

To avoid the last-minute chaos, simple and convenient maintenance agreement software can be used to replace the traditional methods. 

The importance of HVAC maintenance software can be broken down into pointers:

  • The automation of your business operations Will become a lot easier. 
  • you can put your entire HVAC business on autopilot.
  • The tough job of maintaining field service Will become the job of the fingertips. 
  • You can assign jobs to your HVAC technician based on their availability, job location, and skill set. 
  • It becomes easier to manage customer orders, Job history, and customer information, as everything you need is available in one place. Some good applications also provide the costing feature that helps you make business decisions regarding expenditure and money flow. 
  • It also reduces the risk of tally troubles, accounting mistakes, and missing data.
  • You will be able to handle the last-minute fixes more efficiently. 
  • Managing a warehouse right through your phone is another convenience provided by maintenance agreement software.
  • Providing customers with a punctual and flawless servicing experience is a priority. GPS tracking available in some HVAC applications provides seamless tracking of technicians based nearest to the problematic residence. 
  • The step mentioned above will ensure a positive impact on your customers, as your services are quick enough. 
  • Invoicing with maintenance agreement software is the most flexible method

Frequently Asked Questions

What should be included in the maintenance agreement?

Important sections that can be included in the product maintenance and repair agreement are:
  • contact information of both provider and buyer
  • defined common terms
  • general service terms and specifications
  • response time
  • returns procedure
  • companies obligations
  • support conditions
  • service exclusions
  • pricing, invoicing, and payment terms

What is the standard maintenance agreement?

A Standard maintenance agreement outlines the steps that the provider shall take if the user faces any need for repair or serviceability of the Purchase made from the provider.
Maintenance contracts are commonly used by companies that take care of vehicles, fleets, industrial equipment, office and apartment buildings, computers, and vast networks.

What is the difference between a maintenance agreement and a service agreement?

Maintenance is something that is scheduled. It can be something like an oil change or filter clearing. Service is when you need something specific fixed. It is usually outside of your regular maintenance schedule.

What is the use of service agreement software?

Service agreement software replaces all the traditional methods involved in HVAC Business management. It is used to maintain stability in the HVAC plumbing and electrical service provider. Service agreement software is a user-friendly interface between the business and the management. It helps in avoiding last-minute chaos by providing real-time data management.

What is meant by automated service agreements?

Automated service agreements are online updated service agreements that automatically send alerts about further servicing while maintaining the previous record and collecting real-time data to provide analytics to the company and the customer.

What are the benefits of using software for Service and management agreements?

Using automated software for service and management agreements, it’s far better than the traditional methods.
Some of the key advantages of using the software are:
  • automated alerts for both the business management as well as the client’s information
  • a user-friendly interface that is easy to operate
  • availability of clients’ details, and all required information in one field
  • real-time data and tracking available
  • location information of the technicians available at fingertips


Maintenance agreement software is integrated accounting software that deals with Maintaining complicated Schedules, calculating financial value, scheduling HVAC services, keeping a record of customers, collecting payments, and much more. 

Maintenance agreements are convenient outlines satisfying the customer’s needs while maintaining the last-minute business. 

It helps schedule clients’ services and maintenance while considering the costs and convenience of doing so.

Further, the maintenance agreement software adds to the HVAC contractors’ convenience in managing the business. 

Most HVAC companies use automated reminders, offer payment services, and record HVAC service agreements and maintenance agreements through HVAC software. 

HVAC businesses benefit from taking such measures and can provide better customer services.

Gaurang Bhatt

Written by

Gaurang Bhatt

Guarang Bhatt has 15+ years of experience in serving different businesses through advanced technology-based solutions. He has special expertise in Saas-based software solutions and solving complex business problems and challenges. Passionate about HVAC software solutions, he shares his knowledge and learnings on