HVAC service agreement software that keeps members from lapsing.
Monthly and annual maintenance agreements billed on autopay, renewals that go out before the card expires, spring and fall tune-ups booked into the dispatch tool you already use, and a lapse-risk list your CSRs can work every morning.
Reply within one business day · Written scope and fixed price before any work starts
Built on a platform our team runs in production. The U.S. edition is being configured with design partners.
Status as of November 2026. How we label products
Active members
2,184
+37 this month
Agreement revenue / mo
$48,260
Failed charges
41
$1,020
Renewal rate (12 mo)
81%
Plans
| Plan | Price | Members | Visits / yr | Status |
|---|---|---|---|---|
| Comfort Club · 1 system | $16.95/mo | 1,312 | 2 | Selling |
| Comfort Club · 2 systems | $27.95/mo | 524 | 4 | Selling |
| Whole Home (HVAC + plumbing) | $34.95/mo | 268 | 3 | Selling |
| Legacy Annual Gold | $189/yr | 80 | 2 | Closed to new |
Today
- 126 autopay charges run06:00 · card + ACH
- 41 card-update links sentSMS + email
- 9 annual renewals due in 30 daysNotices sent
Visits owed
1,970
Self-booked
1,104
On CSR call list
512
Completed
688
By zone
| Zone | Owed | Booked | Completed | Status |
|---|---|---|---|---|
| North · Coral Springs | 486 | 402 | 211 | On pace |
| Central · Plantation | 612 | 390 | 198 | Slots short wk 47 |
| South · Hollywood | 544 | 238 | 176 | Low self-booking |
| Keys service area | 328 | 74 | 103 | Tech capacity |
Members flagged
63
High risk
14
Saved last 30 days
22
Cancelled last 30 days
17
Work these first
| Member | Plan | Signals | Suggested step | Risk |
|---|---|---|---|---|
| R. Castellanos | Comfort Club · 2 | 2 failed charges, card expired | Text card link + call | High |
| D. Whitaker | Whole Home | Complaint Oct 28, visit unbooked | Manager call | High |
| S. Okafor | Comfort Club · 1 | Visit unbooked 45 days | Booking text | Medium |
| L. Brennan | Legacy Annual Gold | Renewal in 21 days, price change | Offer Comfort Club | Medium |
In short
Agenbord Recur for HVAC & Plumbing Service Agreements is an add-on for residential and light-commercial contractors with roughly 3-50 technicians who sell maintenance memberships. It bills agreements, runs autopay and card updates, sends renewals, schedules seasonal tune-ups into ServiceTitan, Housecall Pro or Jobber, and flags members likely to lapse. It does not replace your dispatch software. The edition is in early access on a billing engine we run in production.
What slows hvac & plumbing service agreements down today.
Memberships quietly lapse on failed cards
A member's card expires in March, the monthly charge fails, nobody notices, and by the fall tune-up they are no longer a member - and the next no-cool call goes to whoever answers first on Google.
Tune-up season turns into a phone marathon
Two visits a year per member means thousands of appointments squeezed into spring and fall. CSRs call down a spreadsheet while the board fills with demand calls, and the visits members already paid for slip into the busy season.
Nobody can say what the agreement base is worth
Agreement revenue sits across the dispatch tool, the payment processor and QuickBooks. Ask how many members renewed last quarter, or what deferred revenue is on the books, and someone spends a day in exports.
How the work flows through the system.
Each workflow runs on one shared record, so nobody re-types numbers between steps.
Sign-up at the kitchen table to renewal
Technician → member → office
- The tech offers the plan on the tablet at the end of a call; the homeowner picks monthly or annual, signs the terms, and saves a card or bank account.
- The agreement, its covered equipment and visit entitlements are created and pushed to the job record in the dispatch tool.
- Monthly charges run on autopay; a failed charge triggers a card-update link by SMS and email (with consent) and a retry schedule.
- Before an annual term renews, the member gets a notice with the price and how to cancel, on the timeline the state's auto-renewal rules set.
- Renewals, cancellations and refunds post to the member ledger and to QuickBooks, with deferred revenue tracked per agreement.
Seasonal tune-up scheduling
Service manager → CSR → member
- In February and August the system lists every member owed a cooling or heating visit, by zone and equipment type.
- Members get a text or email with open slots pulled from the dispatch tool's availability and book themselves.
- Booked visits are created as jobs in ServiceTitan, Housecall Pro or Jobber; unbooked members go to a CSR call list.
- When the tech closes the job, the visit is marked used against the agreement and the member's next visit window opens.
Morning lapse-risk review
CSR → service manager
- Each morning the list ranks members by lapse risk: failed payments, a visit not booked, a recent complaint or an expiring card.
- The CSR works the list with one-click texts, calls, or a discount the owner has pre-approved.
- Saved members, cancellations and reasons are recorded, so the owner sees why people leave.
- The weekly report shows active members, net change, renewal rate and agreement revenue by plan.
What's included in Agenbord Recur for HVAC & Plumbing Service Agreements.
Plans & price books
Bronze-to-platinum style plans by system count, monthly or annual, with covered visits, repair discounts, priority service and add-ons such as a second system or water heater flush.
Autopay & card updater
Card and ACH autopay through your processor, retry schedules for failed charges and self-service card-update links.
Renewals & cancellations
Annual renewal notices, price changes with notice, easy online cancellation and save offers you control.
Visit entitlements
How many visits each member is owed and has used, per system, synced with completed jobs in your dispatch tool.
Seasonal booking
Spring and fall campaigns that let members self-book from real availability, with leftovers routed to a CSR list.
Lapse-risk list
Members ranked by failed payments, unbooked visits, expiring cards and recent complaints, worked from one screen.
Member ledger & deferred revenue
Every charge, refund and credit per member, plus deferred revenue by agreement for your bookkeeper.
Dispatch-tool connectors
Agreements, visits and job results synced with ServiceTitan, Housecall Pro or Jobber through their public APIs.
Owner dashboard
Active members, net adds, renewal rate, agreement revenue and tune-up completion by month.
AI that does specific jobs and shows its work.
Every AI feature is tested on your own records before it's switched on, and a person approves anything that moves money or goes to a customer.
Lapse-risk ranking
Ranks members by how likely they are to lapse using your own history: payment failures, unbooked visits, complaints and tenure. Limits: it ranks and explains the signals behind each score; CSRs decide what to do. We test it against your past cancellations before switching it on and show you how it performed.
Member text replies
Drafts replies to inbound texts such as "can I move my tune-up?" or "what does my plan cover?" from the member's real agreement and open slots. Limits: a CSR approves each reply; it never quotes repair prices or diagnoses equipment.
Who it's for and who it isn't.
A good fit if you are
- Residential HVAC, plumbing and electrical shops with 3-50 technicians and 300-8,000 agreement members
- Contractors whose membership program grew faster than their billing - failed cards, missed renewals, tune-ups booked by hand
- Shops that like their dispatch tool and want better agreement billing beside it, not a migration
- Owners preparing for a sale or private-equity roll-up who need clean recurring-revenue numbers
Probably not the right fit if you are
- Contractors whose dispatch platform's built-in membership module already handles billing, renewals and visit generation to their satisfaction
- Mostly new-construction or commercial bid contractors without a residential maintenance program
- Single-truck operators with a few dozen members who can manage renewals in their dispatch tool
Designed around the rules you work under.
Plain-English notes, not legal advice. Software supports your compliance process; it doesn't replace your attorney, CPA or compliance lead.
State automatic renewal laws
Agreements that renew automatically fall under state auto-renewal laws. California's amended Automatic Renewal Law took effect July 1, 2025, with stricter consent, cancellation and renewal-notice rules. The FTC's federal click-to-cancel rule was vacated by the Eighth Circuit on July 8, 2025, but the FTC still enforces ROSCA. Renewal notices and online cancellation are designed to support these workflows; your counsel sets the terms. Lowenstein Sandler summary; Fenwick on the Eighth Circuit decision.
TCPA consent for tune-up and renewal texts
Automated texts need the member's prior express consent, and marketing texts (a new-plan promotion, for example) need prior express written consent under the FCC's rule. A 2026 Fifth Circuit decision narrowed the written-consent requirement in that circuit only; the system records consent to the stricter standard everywhere. 47 CFR 64.1200; Covington on the Fifth Circuit decision. Not legal advice.
What exists today and what's being built.
Runs in production today
Capabilities of the engine this edition is built on.
- Automated scheduled invoicing in two languages
- Payment reminders over WhatsApp
- Digital payment collection with automatic reconciliation
- Self-updating ledgers per account
- Shared inbox with an AI assistant
- Owner dashboard
What this edition adds
In development with design partners.
- U.S. card and ACH autopay with card-updater retries
- SMS and email messaging with TCPA consent records
- Renewal notices and online cancellation for state auto-renewal laws
- ServiceTitan, Housecall Pro and Jobber connectors for agreements and visits
- Seasonal self-booking and visit entitlements
- Lapse-risk ranking and deferred revenue reporting
Connects to the systems you already run.
Systems we integrate with
Named platforms are examples we build against through their public APIs - not partnership claims.
How it compares - honestly.
Established products are often the right answer. Here's when each one is the better choice.
| Product | What it is | The better choice when |
|---|---|---|
| ServiceTitan Memberships | The membership features inside ServiceTitan, a field service platform widely used by larger residential HVAC and plumbing contractors, tied directly to its dispatch and pricebook. | You already run ServiceTitan and its built-in memberships cover your billing, renewals and visit generation well enough - one system beats two. |
| Housecall Pro service plans | Service plans with recurring billing inside Housecall Pro, a field service app popular with smaller residential shops. | You run Housecall Pro, your plans are simple, and you'd rather not add a second tool. |
| Jobber recurring jobs and automatic payments | Jobber supports recurring visits and saved-card payments for home service businesses as part of its scheduling and invoicing app. | Your maintenance plans are a small part of the business and recurring visits with automatic payments are all you need. |
Detailed comparisons: ServiceTitan alternatives
What it costs, up front.
During early access the HVAC edition is a configured build on the Agenbord Recur engine at a fixed price, plus your payment processor's own fees. It is priced as a build, not per technician. Design partners get a reduced build price.
Agreement billing
From $12k
Plans, autopay with card updater, renewals and cancellations, member ledgers and QuickBooks sync, with agreements imported from your dispatch tool.
6–10 weeks
Full edition
$25k–$60k
Adds two-way dispatch-tool sync for visits, seasonal self-booking, the lapse-risk list, AI text replies and the owner dashboard.
3–5 months
Multi-location / roll-up
$60k+
Several branches or acquired brands with different dispatch tools, consolidated agreement reporting and migration of legacy plans.
Phased
HVAC & plumbing service agreements: common questions.
Do we have to leave ServiceTitan, Housecall Pro or Jobber?
No. This edition sits beside your dispatch tool. Agreements and visits sync through the tool's public API, and technicians keep working where they already work.
How do you handle a member whose card fails?
The charge retries on a schedule you set, and the member gets a secure card-update link by text (with consent) and email. If it still fails, the member moves onto the lapse-risk list for a CSR to call.
Can members cancel online?
Yes. California's Automatic Renewal Law requires an easy online cancellation path for people who signed up online, and it's simpler to offer it everywhere. You can present one save offer before the cancellation completes, within what your counsel approves.
Does it track how many tune-ups a member has left?
Yes. Each agreement carries its visit entitlements per system. When the tech closes a maintenance job in your dispatch tool, the visit is marked used and the next window opens.
Will it help with refrigerant record keeping?
Not in this edition. It focuses on agreement billing and member retention. Equipment and refrigerant details stay in your dispatch tool's job records.
Is the HVAC edition available today?
The billing engine - scheduled invoicing, reminders, payment collection with automatic reconciliation, ledgers and the owner dashboard - runs in production today. The HVAC edition adds U.S. autopay, dispatch-tool connectors, renewals and seasonal booking; it is in early access with design partners.
Sources
- Lowenstein Sandler - FTC click-to-cancel rule on hold, California ARL remains
- Fenwick - Eighth Circuit vacates FTC's click-to-cancel rule
- eCFR - 47 CFR 64.1200 (TCPA rules)
- Covington Inside Global Tech - Fifth Circuit and prior express written consent
Regulatory notes are plain-English summaries, not legal advice.
Early access
Become an early-access customer of Agenbord Recur for HVAC & Plumbing Service Agreements.
Early-access customers get a reduced build price, direct input into the roadmap and a fixed scope in writing before work starts. Tell us how you work today and we'll reply within one business day.
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