Free service agreement pricing calculator
Enter your visit frequency, true labor cost, materials, and emergency call coverage to get a recommended monthly plan price for your maintenance agreement program. Built for HVAC, plumbing, electrical, and any trade that sells recurring service plans. No signup, no data stored, runs entirely in your browser.
Filters, belts, capacitors, refrigerant topoffs, or any consumables included in the visit.
The markup on materials that gets baked into the plan price. Keeps material cost from eroding margin over time.
0.3 means roughly 1 call every 3 years. A realistic average for residential HVAC.
The percentage off the standard service call rate that agreement holders receive. This is the cost the business absorbs per call.
The share of agreement customers who cancel each year. Industry average is 10 to 20 percent for residential plans.
Gross margin goal for the agreement program as a standalone product. Maintenance plan margins typically run lower than one-time service. The recurring relationship makes up for it.
Program pricing results
Results will populate as you enter your numbers above.
Send this price as a quote in Claver. Your customer approves it on their phone and pays a deposit.
Start for $1What a service agreement price should account for
Most contractors undercharge for maintenance plans because they only count the visit labor. A well-priced agreement covers eight cost and program variables before margin even enters the picture.
- Annual visits included. The number of scheduled preventive maintenance visits per year covered by the agreement, which sets the labor and travel cost baseline
- Labor cost per visit. The hourly rate multiplied by the expected time on site per visit, since maintenance visits are typically shorter and more predictable than emergency calls
- Materials and consumables per visit. Filters, belts, capacitors, refrigerant topoffs, or other materials used during preventive maintenance that the agreement covers
- Emergency call coverage. Whether the plan includes discounted or unlimited emergency calls, since this is the biggest variable in plan cost and the biggest selling point to customers
- Customer attrition rate. The estimated percentage of agreement customers who cancel each year, since attrition affects the actual revenue yield from the sold base
- Desired discount from standard rates. The percentage off standard labor or service call fees that agreement holders receive, which is the core value proposition and the primary cost above baseline
- Target gross margin on the program. The margin goal for the maintenance plan as a standalone product line, which is typically lower than one-time service since the recurring relationship offsets the lower margin per visit
- Recommended monthly plan price. The price a customer pays each month for the agreement, calculated from the direct costs per year divided by 12, plus margin
Related tools for owners
Keep the numbers when the job is booked
Inside Claver the same estimate becomes the quote you send, and the quote becomes the invoice you get paid on, so nobody retypes a price between the driveway and the bank.
Start for $1Recurring service agreements also raise what your business sells for. See the effect in our service business valuation calculator.