HVAC Service Agreement Health
Monitor service-plan revenue, renewal, attachment, due maintenance, seasonal capacity, and customer activity.
Interactive sample in preparation
What you get
A useful first version with the main workflow already mapped out.
- Plan renewal cohorts
- Preventive-maintenance worklist
- Seasonal capacity forecast
- Customer service timeline
Sample data
Eighteen synthetic months of customers, equipment, plans, invoices, payments, renewal events, preventive visits, repair calls, and technician capacity.
Measures included
- Active plans
- Recurring revenue
- Renewal rate
- Attachment rate
- PM visits due
Connect your data
Start with the sample rows, then replace them with the systems you already use.
Stripe
Direct connector
Plan invoices, recurring payments, failures, credits, and refunds
HubSpot
Direct connector
Customers, equipment, plan stage, renewal date, and owner
Google Calendar
API ready
Compatible preventive-maintenance appointments and capacity
Google Sheets
Direct connector
Plan pricing, visit assumptions, equipment, and seasonal targets
Make it yours
Describe a change in plain English and keep adapting the tool as the work changes.
- 01Add equipment-age renewal segments
- 02Create a preseason scheduling campaign list
- 03Compare plan tiers by service margin
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