How to set up an HVAC membership plan (maintenance agreement)

What to get right

• Price it from your costs. Visits, drive time, filters and the repair discount you promise. Check it in the break-even calculator first.
• Keep benefits concrete. Tune-ups per year, priority scheduling, the discount percentage, no overtime fees. Skip vague perks.
• Answer the three awkward questions. How to cancel, what happens if they sell the house, and what’s not covered.
• Give techs one line. If it takes a tech more than one sentence, it won’t get said on every call.

The prompt

This is the Design a membership or maintenance plan offer workflow, word for word. Copy it, fill in the [brackets], and paste it into the AI tool your company uses.

Help me write a membership plan offer.
Trade(s): [HVAC / plumbing / electrical]
What's included: [tune-ups per year, priority service, discount %, no overtime fees, safety inspection]
Price: [$/month or $/year]
Who it's for: [homeowners with systems older than X, etc.]

Write: a one-paragraph plain-English description, 5 bullet benefits, a short FAQ (cancel, transfer if they sell, what's not covered), and a one-line version for techs to say at the door.

Fill it in with the prompt builder → Open the full workflow Owner / GM · saves 1 hr once

How to use it

1. 1List what’s included and your price.
2. 2Run the numbers in the maintenance plan break-even calculator.
3. 3Decide who the plan is for and fill that in.
4. 4Run the prompt for the description, benefits, FAQ and tech line.
5. 5Train CSRs and techs on the one-liner before launch.