Logify Project Risk and Control Management Web App
- Logistics & Transportation
- Construction
- Dashboard
The Problem
Your Agreements Live on Paper and Renew Only When Someone Remembers
It shows up every spring and fall. Tune-ups need scheduling, cards on file have expired, and techs who could sell a plan at the door have no easy way to sign anyone up.
Paper forms
Techs have no way to sign up a customer on site.
Paper forms
A tablet form captures plan choice, e-signature, and card before the tech leaves.
Expired cards
Renewals fail quietly when cards on file expire.
Expired cards
Declined payments retry, and members get a link to update their card.
Late visits
Spring visits start late while the office builds call lists.
Late visits
Each member's seasonal visits are created in your field software ahead of time.
Offline only
Homeowners can read about your plan but can't buy it.
Offline only
Plan tiers on your website take card or ACH sign-ups at any hour.
It's March, and your office manager is sorting a spreadsheet of members to book spring tune-ups. Half the cards on file expired, so renewals fail without anyone noticing. Yesterday your best tech finished a furnace repair, and the homeowner asked about your maintenance plan. The tech had no form, so the sale became a sticky note. Your website mentions a comfort club, but nobody can join it online. Every lapsed member is lost recurring revenue and a future replacement job.
We start with your plan tiers: what each includes, the price, and how visits get scheduled. Then customers join on your website or on a tech's tablet, sign the terms, and pay by card or ACH on your Stripe account. Renewals bill on autopay with retries and reminders, and each member's tune-ups appear in your field software. Agreements renew because the system bills them, not because someone remembered.
Plans sold on your website
Homeowners compare tiers and join online with a card or bank account, any time of day.
Sold at the door
Techs offer the plan on a tablet, capture the signature and card, and the member is active.
Renewals on autopay
Renewals bill on schedule, with retries for declined cards and a notice before each charge.
Our HVAC Service Agreement Software Process
From Plan Review to Members Signing Up in Five Steps
You approve the plan tiers, the agreement terms your attorney signed off, and the sync with your field software, then test a full sign-up and renewal before launch.
We look at your current plans, prices, member count, field software, and how renewals get billed today. You get a short list of what to automate first, our honest view of your software's built-in features, and a fixed-price proposal.
Projects We've Built
Field and Business Software We Have Built
Web apps, dashboards, and field apps we designed and built. They show our scheduling, billing, and workflow work, not HVAC agreement systems for these clients.
Oasic Finance SaaS Web Design & Development
- Finance
- SaaS Platform
- Dashboard
Login HR Staffing App Design & Development
- HR & Staffing
- Portal
- Dashboard
Huantume Construction Website Design
- Construction
- Website
What's Included
What You Get With HVAC Maintenance Agreement Software
Plan tiers, online and in-field sign-up, e-signed terms, autopay billing, visit scheduling, and reporting, built around the agreements you already sell or want to launch.
Compare Options
DeveloperLook vs Field Software Alone vs Paper and Spreadsheets
Your field software's built-in plan feature is the cheapest place to start, and paper costs nothing. Here is where each holds up once you sell plans online and at scale.
| Feature | DeveloperLookBest fit | Field software only | Paper and spreadsheets |
|---|---|---|---|
| Online sign-up | Branded checkout on your website | Varies by platform and plan | Phone or mail only |
| In-field sales | Tablet form with signature and card | Built into some mobile apps | Paper form, entered later |
| Plan tiers | As many as your offer needs | Set within platform templates | Whatever fits the form |
| Declined renewals | Retries plus a card update link | Depends on platform settings | Found weeks later |
| Visit scheduling | Synced to your field software | Built in | Call list built by hand |
| Commercial agreements | Per-unit pricing by site | Separate module on some platforms | Custom spreadsheet per account |
| Upfront cost | From $950, fixed scope | Included in your subscription | Free to start |
| Data ownership | Your code and Stripe account | Inside the vendor's system | Yours, on paper |
DeveloperLook
Field software only
- Online sign-up
- DeveloperLook: Branded checkout on your websiteField software only: Varies by platform and plan
- In-field sales
- DeveloperLook: Tablet form with signature and cardField software only: Built into some mobile apps
- Plan tiers
- DeveloperLook: As many as your offer needsField software only: Set within platform templates
- Declined renewals
- DeveloperLook: Retries plus a card update linkField software only: Depends on platform settings
- Visit scheduling
- DeveloperLook: Synced to your field softwareField software only: Built in
- Commercial agreements
- DeveloperLook: Per-unit pricing by siteField software only: Separate module on some platforms
- Upfront cost
- DeveloperLook: From $950, fixed scopeField software only: Included in your subscription
- Data ownership
- DeveloperLook: Your code and Stripe accountField software only: Inside the vendor's system
What Our Clients Say
What Clients Say After Launch
Feedback from teams we have built websites, apps, and platforms for.
We had a pretty specific idea of what we wanted our website to become, but I wasn’t sure how easily we could explain all of it to a development team. There were quite a few moving parts, and we were working toward a deadline, so I expected a few things to get lost along the way. That never really happened. They understood what we were trying to achieve, kept us updated throughout the process, and got everything ready within the agreed timeline. The final site feels much easier to navigate, works beautifully on mobile, and is noticeably smoother for our customers. It was a huge relief seeing the original idea actually turn into the website we had in mind.
The mobile experience is probably my favourite part of the new site. We had spent a lot of time making sure the desktop version looked right, and the team kept pushing us to think about how everything would actually feel on a phone too. They were right. The navigation is clean, the interactions feel natural, and everything we’ve tested so far works exactly as it should. They also went through the links, forms, integrations, and other details more than once before launch, which I really appreciated. And even after going live, we could still reach out when something came up. The whole process felt friendly, organised, and surprisingly straightforward.
What I appreciate most is that the website is actually easy for us to manage now. We can update content ourselves instead of sending a developer a message every time we need to change something small. They also paid attention to the technical SEO side, which mattered to us because we didn’t want a new website to create problems for the traffic we already had. I’ve probably asked more questions than I should have since launch, but every question has been handled patiently and without any fuss. The team is easy to work with, they explain things clearly, and when we need something changed, they focus on getting it done rather than making the process complicated.
1,250+
Projects shipped
10+
Years of experience
5 stars
Clutch rating
5 stars
GoodFirms rating
Excellent
Trustpilot rating
Top 3%
Upwork Top Rated Plus
1,250+
Projects shipped
10+
Years of experience
5 stars
Clutch rating
5 stars
GoodFirms rating
Excellent
Trustpilot rating
Top 3%
Upwork Top Rated Plus
Want results like these?
Tell us what you are building. You get a reply within 24 hours on business days, then a written estimate.
Work Culture
Why HVAC Contractors Trust Us With Recurring Revenue
HVAC Service Agreement Software handles your most predictable income. These habits shape every build, from the first plan review to the first renewal run.
Built around your field software
We work with ServiceTitan Memberships, Housecall Pro Service Plans, or Jobber recurring jobs instead of replacing them. Dispatch stays where your team already works.
Terms from your attorney
Your agreement's legal terms come from your attorney, not from us. We turn the approved text into a signed form and store each signed copy.
Renewals tested before launch
We run renewals, declined cards, and cancellations on test data before members join. A billing bug in March costs you a season of trust.
Made for techs in the field
The tablet form uses big buttons and few fields, so a tech can sign up a member in the driveway. If it takes longer than the invoice, we shorten it.
Honest about built-in features
If your field software's plan feature already covers your offer, we'll tell you before we quote. Many shops need only the online checkout, not a whole platform.
Your Stripe, your members
Payments settle in your own Stripe account, and member data stays in your systems. If you switch field software later, your agreements come with you.
Overview
What is HVAC service agreement software?
DeveloperLook builds HVAC service agreement software that sells maintenance plans online and in the field, then bills renewals on autopay. We set up plan tiers, e-signed terms, card or ACH billing on your Stripe account, and tune-up visits in ServiceTitan, Housecall Pro, or Jobber. Builds start at $950, take 2 to 12 weeks, and the code is yours.
DEVELOPERLOOK
Project facts · HVAC Service Agreement Software
- Service
- HVAC Service Agreement Software (plan sales, autopay billing, visit scheduling)
- Typical timeline
- 2 to 4 weeks (checkout), 8 to 12 weeks (commercial platform)
- Platforms
- ServiceTitan, Housecall Pro, Jobber, or a standalone system
- Built with
- Stripe Billing, Next.js, Node.js, PostgreSQL, Dropbox Sign
- Experience
- 10+ years of development experience and 1,250+ shipped projects
- Post-launch support
- 45 days of fixes after launch
- Communication
- Calls in US, UK, and AU business hours
- Starting price
- From $950 USD, fixed scope after a free discovery call
Reviewed 28 Oct 2026 by Saimul Islam
Good fit
Shops tracking agreements in spreadsheets
Your members live in a spreadsheet, and spring tune-ups start late because someone builds the call list by hand.
ServiceTitan or Housecall Pro users
You already use ServiceTitan Memberships or Housecall Pro Service Plans, but customers still can't join or renew from your website.
Jobber shops wanting real memberships
Your team runs maintenance as recurring jobs in Jobber, and a declined card means a manual chase because autopay tries only once.
Contractors adding commercial accounts
Your crew now services rooftop units across several buildings, and the residential plan template can't price per unit or track filters by site.
Agencies serving home service brands
You build websites for HVAC companies and need a partner to add agreement checkout, billing, and field software sync under your brand.
Not a fit
Renewal reminders only
Your agreements bill fine, but lapsed members don't get a call. Our CRM for HVAC and Plumbing Companies service handles renewal follow-up and equipment records.
Online booking only
You want customers to book repair calls online, not buy plans. Our ServiceTitan Integration or Housecall Pro Integration services cover web booking.
Legal terms drafted
You need the legal wording of your agreement written. Your attorney drafts that, and we turn the approved terms into an e-signed form.
Budget under $950
Your shop has a handful of members and a budget under $950. Your field software's built-in plan feature is the better starting point.
Not sure we're the right fit?
Book a free call or message us. We'll tell you honestly whether we're the right team.
Pricing
Transparent Starting Prices for HVAC Service Agreement Software
These are starting points in USD. Your final price depends on your field software, the number of plan tiers, and commercial needs, and you get a fixed proposal after a free discovery call.
For Agencies
White-Label HVAC Service Contract Software for Agencies
You own the client relationship with the HVAC company. We supply the checkout, billing, and field software sync under your brand, while your team keeps the website, ads, and marketing calls.
How the partnership works
White label: your client only ever sees your brand
Your clientSees only your brand
You, the agencyOwn the relationship
DeveloperLookBehind your brand
Share the brief
Send the client's plans, field software, and current billing, and we scope the build.
- Client needs
- You share the details
- Details received
We propose and build
A white-label proposal goes first, then checkout and sync get built on staging.
- Scope and plan
- Proposal to resell
- Your quoteYOUR LOGO
Launch and hand off
We train the client's techs, watch the first renewals, and hand over documentation.
- Done by our team
- Your brand on it
- Handed to your clientDone
- Your client
- You, the agency
- DeveloperLook
Share the brief
Send the client's plans, field software, and current billing, and we scope the build.
- Client needs
- You share the details
- Details received
We propose and build
A white-label proposal goes first, then checkout and sync get built on staging.
- Scope and plan
- Proposal to resell
- Your quoteYOUR LOGO
Launch and hand off
We train the client's techs, watch the first renewals, and hand over documentation.
- Done by our team
- Your brand on it
- Handed to your clientDone
Partner with DeveloperLookDelivered under your brand
The Right Technology for Your Project
Technology Stack
We bill through Stripe so payments stay yours, sync with the field software you already run, and build checkout and portals on widely used web frameworks.
- ServiceTitan
- Housecall Pro
- Jobber
QuickBooks
Stripe
Apple Pay- ACH Direct Debit
- Dropbox Sign
Next.js
React
Node.js
PostgreSQL
Vercel
AWS
Twilio
Google Analytics (GA4)
01 / 04
FAQ
Frequently Asked Questions
Straight answers on agreement software cost, launch timing, what plans cover, commercial agreements, and selling more plans.
Saimul IslamFounder & CEO, DeveloperLookStill have questions?
Send a message or book a call with the team.
Our HVAC service agreement software starts at $950 for an online plans page with checkout, e-signed terms, and autopay renewals. Tech tablet sales, a member portal, and declined-card recovery start at $2,600, and commercial agreements with per-unit pricing start at $5,800. Stripe's processing fees and your field software subscription stay billed to you directly.
An online checkout takes 2 to 4 weeks, and a commercial agreement platform takes 8 to 12 weeks. Syncing with your field software and testing renewals take the most time. Launching a few weeks before the spring or fall tune-up season gives techs time to practice the tablet form.
A standard HVAC service agreement usually includes one or two tune-ups a year, priority scheduling, and a discount on repairs. Many add waived after-hours fees or a filter plan. The exact mix is your offer, so we set up each tier's visits, discounts, and billing to match whatever you sell.
Coverage in an HVAC agreement is whatever your terms say, typically inspection, cleaning, and adjustment during each visit. Parts, refrigerant, and repairs are usually billed separately at a member discount unless a higher tier includes them. We show each tier's coverage on the plans page, so homeowners know what they're buying before they pay.
Yes, for most contractors, because commercial agreements bring steady visits and first call on replacements. They need different tools: per-unit pricing, equipment lists by site, preventive maintenance checklists, and invoice billing. An HVAC preventive maintenance agreement for a building full of rooftop units won't fit a residential template, which is what our commercial plan handles.
Manage them in one system that bills, schedules, and tracks each agreement, not in a spreadsheet beside your field software. ServiceTitan Memberships creates recurring service events and billing, and Housecall Pro Service Plans handle visits and online renewals. We add online sign-up, field sales, and declined-card recovery around them, or build it standalone.
Sell them when the customer trusts you most: at the end of a repair or tune-up. Give techs a tablet form with the tiers, e-signature, and card capture, so the sale closes before they leave the driveway. Clear, priced HVAC maintenance service contracts beat a brochure left on the counter.
Sell them online as well as on site. Put a plans page on your website with clear tiers, prices, and a join button that takes card or ACH. Link it from booking confirmations, invoices, and seasonal emails. An HVAC service and maintenance agreement sold online needs the same e-signed terms as one sold on site, so both flows share one agreement template.
Start with customers you already serve: every repair invoice and booking confirmation can offer the plan. Past customers without a plan are the next list, reached by email with a link to join online. Each maintenance agreement HVAC customers sign also puts your company first in line when their system needs replacing.
You do. Payments settle in your own Stripe account, members stay in your field software, and the code for the checkout and portal is yours. If you move from Jobber to ServiceTitan later, we can move the sync instead of starting over, because billing sits in your Stripe account, not the vendor's.
Saimul IslamFounder & CEO, DeveloperLookStill have questions?
Send a message or book a call with the team.
Free 30-min callGoogle Meet
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