Maintenance agreement

A definition for contractors and field service businesses.

A maintenance agreement is a recurring contract between a contractor and a customer for scheduled preventive service visits. The customer pays an annual or monthly fee in exchange for regular maintenance plus, typically, priority response and a member discount on repairs.

Common synonyms: service agreement, service contract, maintenance contract, planned service agreement (PSA).

What's typically included

A standard residential maintenance agreement (e.g., HVAC) usually includes:

  • Two scheduled visits per year (spring and fall for HVAC, quarterly for some trades)
  • Filter changes, cleaning, and inspection of covered equipment
  • Priority scheduling for breakdowns during the contract term
  • A discount (typically 10-20%) on labor and parts for non-covered repairs
  • Waiver or reduction of the standard diagnostic fee on member calls

How they're priced

Typical 2026 pricing for residential maintenance agreements:

  • HVAC: $159 - $249/year per system, billed annually or $15-$22/month
  • Plumbing: $99 - $199/year
  • Pest control: $40 - $80/month, depending on frequency
  • Lawn / landscape: wide range based on property size and frequency

Why contractors love them

Maintenance agreements are some of the highest-leverage revenue in the trades:

  • Predictable recurring revenue that doesn't depend on weather or new acquisition.
  • Customer retention — members call you first when something breaks; repairs become upsell, not new acquisition.
  • Smoothed seasonality — spring/fall tune-ups fill the slow months between cooling and heating peaks.
  • Higher repair margins — members aren't comparing prices on the next emergency; they call their guy.

The hidden risk

The biggest failure mode is forgetting to deliver visits. The contract is signed; six months later nobody auto-schedules the next visit, and the customer either complains or quietly doesn't renew. Software (or rigorous calendaring) so visits auto-schedule on cadence is critical.

For a starter contract template, see our free service agreement template.

Tracking maintenance agreements

CrewConductor's recurring-services tool auto-schedules each visit on its cadence, sends the customer a reminder, and pre-fills the work order — so the program runs itself. Start a free 14-day trial.

Stop forgetting to deliver agreements.

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