HVAC Service Agreement Template (Free Download) - Housecall Pro
​Free Download

HVAC Service Agreement Template

Simplify your service agreements with a free downloadable template. Capture every detail, look professional, and keep accurate records.


Built for Pros: Free service agreement template from Housecall Pro

This service agreement template is a quick and easy way to create and sell new agreements, give customers details of their agreement, and create new recurring revenue for your HVAC business.

  • Customizable

    Personalize by adding your branding and customer information.

  • Easy to Use

    Focus more on the job and less on the paperwork. Simply fill in the blanks with specific details.

  • Easily download, print, and share the professional, auto-populated template you create.

  • Works Anywhere

    Use the simple printable form at the office or on the jobsite.

Here’s everything included in our service agreement template

Creating accurate and thorough service agreements is essential for any HVAC company. Having a simple, straightforward agreement template makes it a whole lot easier. Our service agreement template features:

  • Step-by-step instructions that walk you through the entire template

  • Simple customization to add your branding and personalize customer info

  • A printable report for your records or to send to customers

  • Built-in formulas that save you time calculating totals

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Download our HVAC service agreement template


Why should HVAC businesses use an HVAC service agreement?

An HVAC service agreement template outlines ongoing HVAC services and the payment and should only be used if you are not already using HVAC maintenance agreement software for this purpose. Most HVAC professionals recommend customers evaluate their heating and cooling systems once a year. So, a maintenance visit is required in the spring for an air conditioning unit and the autumn for a furnace. A service agreement specifies the services performed during these visits and how much the customer will pay.