Create an HVAC Service Agreement in 30 Seconds
Describe your maintenance plan and EZdoc builds a fillable HVAC service agreement you can send to customers and get back signed.
See a HVAC Service Agreement in action
One prompt in, a finished document out — fully editable and yours to download. Not a template, not a mockup.
From idea to download in three steps
Describe your HVAC maintenance plan and the fields you need
AI builds a fillable HVAC service agreement with plan tiers and covered equipment
Send it to customers, collect responses, and download a signed PDF
Everything you need, nothing in the way
Built for speed and polish — so the document is done before you would have finished formatting the first page.
Plan Tiers and Covered Equipment
Basic, Standard, and Premium maintenance tiers, plus fields for the customer's covered equipment by make, model, and number of units.
What Every Visit Includes
A built-in checklist of tune-up tasks — burners, refrigerant charge, thermostat calibration, filter swap, electrical and condensate checks.
Rate, Term, and Auto-Renew
Billing cycle, monthly or annual price, start date, term length, auto-renewal, and an agreement number.
Send, Collect, and E-Sign
Share a link or PDF, let the customer fill it in on any device, sign at the bottom, and get a completed maintenance agreement back.
Tweak with AI
Refine any result by chatting — "make it warmer", "add my logo top-right", "shorten the intro". The document updates in place.
Print-ready PDF
Export a clean, print-ready PDF, or publish your document as a one-page webpage — ready to send, share, or print.
How to make an HVAC service agreement
An HVAC service agreement locks in a recurring maintenance plan so a customer knows exactly what they get each visit and you know you are booked through the season. EZdoc builds a blank, fillable form you can send, collect, and get signed.
What to put on the form
- Customer and equipment. Name, phone, email, service address, and the covered equipment by make, model, and number of units.
- Plan tier. Offer Basic, Standard, and Premium so the customer can pick the number of visits and any priority or parts discount.
- What each visit includes. List the tune-up tasks — inspect burners, check refrigerant charge, calibrate the thermostat, swap the filter, tighten electrical, clear the condensate drain.
- Rate and term. Billing cycle, price, start date, term length, auto-renewal, and an agreement number.
Send it and get it signed
- Share a link or PDF and the customer fills it in on any device.
- Both the customer and your representative sign and date at the bottom.
- You receive a completed, signed agreement and keep a copy on file.
For a one-time install or repair instead of a recurring plan, use EZdoc's contract generator.
Questions, answered plainly
What should an HVAC maintenance agreement include?
Customer and service address, covered equipment, the chosen plan tier, what each visit includes, billing cycle and price, start date, term, auto-renewal, and signature lines for both the customer and your representative.
Can customers sign the HVAC agreement electronically?
Yes. The customer fills the form on any device and adds an e-signature, and you receive a completed, signed maintenance agreement as a PDF.
Is this a recurring maintenance plan or a one-time repair contract?
This form is built for a recurring maintenance plan with scheduled visits and auto-renewal. For a one-off repair or install, EZdoc's contract generator is the better fit.
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