Membership & Maintenance Agreements
Membership and maintenance agreement software helps HVAC companies sell service clubs and seasonal tune-up plans, schedule the visits those plans entitle, bill on a recurring cadence, and renew without spreadsheet chase. Most shops get this from modules inside an all-in-one FSM rather than a standalone product—depth varies a lot by vendor.
What to look for
- Plan / membership templates with tiers, visit entitlements, and customer-facing perks
- Automatic creation of recurring maintenance visits tied to the agreement (not just one-off jobs)
- Recurring billing options (monthly, quarterly, annual) plus card/ACH on file when you use them
- Renewal workflow: expiration visibility, reminders, and easy renew/upgrade paths
- Equipment and service history so techs see prior visits and covered systems on site
- Field selling: mobile presentation or estimate add-ons so techs can enroll customers on the job
- Reporting on agreement count, utilization, and renewal pipeline (ask for a live demo of your metrics)
- Capacity planning for spring/fall peaks so membership visits do not drown demand calls
Tools in this category
FieldEdge
Field service software for HVAC, plumbing, and electrical
GorillaDesk
Route-based field service software with an HVAC industry page — built first for pest, lawn, and residential routes
Housecall Pro
All-in-one software for home service professionals
Jobber
Job management software for home service businesses
ServiceTitan
Enterprise-grade field service platform for home services
SuccessWare
Business management software for home service contractors