Document guides / Maintenance agreement
The maintenance agreement: turn one job into a relationship.
A maintenance agreement sets out a recurring service plan. It says what is covered, how often you visit, what it costs, and what happens to repairs found along the way.
When you would use a maintenance agreement.
HVAC and equipment tune-ups
Seasonal visits on a fixed schedule.
Property managers and landlords
Predictable upkeep for several units.
Pool, lawn and cleaning services
Any recurring service.
Steady income
A plan gives you recurring revenue instead of one-off calls.
Top to bottom, what the page shows.
This is the order a client reads it in, and the same sections AeroInvoice puts on a maintenance agreement.
- Who and where
The customer and the property.
- Starts
The date the plan begins.
- Coverage
What each visit includes and how often.
- Line items
The plan components and their prices.
- Totals
The plan price, which is the headline.
- Terms
Scheduling, renewal and how repairs are quoted. By default, repairs found on a visit are quoted separately at the member rate.
- Signatures
Customer and company both sign.
- Number prefix
- MA
- Signed by
- The customer and the company both sign.
Tips
- State exactly what a visit includes so nobody expects more.
- Pair it with recurring billing so the plan invoices itself.
How it differs from similar documents.
Good to know.
Can the plan bill automatically?
Make your maintenance agreement in minutes.
Start free. It numbers itself, uses the right wording and shares your client and item details.