CAPABILITY 06 · OF 06

Your recurring-revenue spine, automated.

Maintenance agreements are the healthiest revenue an HVAC shop can have, 40-60% gross margins, predictable, and they grow your service book every year. But the admin kills most shops before the revenue arrives. Capacity runs the admin.

MAINTENANCE BOOK · APRIL ● ACTIVE

Renewals going out this week23

PM visits scheduled47

Warranty claims pending3

Active members487

MRR from plans$8,300

Avg renewal rate82%

+18%

Renewal rate uplift

12+

Admin hours / wk reclaimed

~22%

Plan upgrade rate

Maintenance agreement operations

→PM visit scheduling, reaches out 60 days before the visit window opens
→Renewal outreach, starts 90 days before expiry, escalates if silence
→Customer self-serve portal, reschedule, upgrade, add equipment
→Payment collection, credit card on file, billed annually or monthly
→Automated welcome packet to new members

Warranty coordination

→Warranty registration done at install, not as a later afterthought
→Warranty lookups when service calls come in, "is this still under warranty?" answered instantly
→Manufacturer claim filing for parts replacement under warranty
→Labor warranty tracking separately from parts warranty (your margin depends on this)
→Refrigerant type tracked per unit, critical in the R-454B era

Why this is a revenue multiplier

→A shop with 500 maintenance agreements at $200/yr = $100K recurring at 40-60% margin
→Those 500 customers will also book replacement work with you, 3-5x average ticket
→Maintenance members are worth 5-8x the lifetime value of one-off service customers
→The admin is what holds most shops back from growing this book

12-HOUR PROTOTYPE · NO CARD

Hear it on your actual calls.

Tell us about your shop. We build the prototype in 12 hours, trained on your business, in your voice.

Book free prototype→