How do you run HVAC maintenance plans in software?
Set each plan up once with its price, billing frequency, repair discount and visits per year. The software then lists every member, bills each one on schedule, tracks the visits due and overdue so you can book them, and flags renewals before they lapse, with recurring revenue on one screen.
This walkthrough shows HVAC and plumbing maintenance plans running in Fieldproxy at Summit Home Services, a demo company: the care plan dashboard, plan types, one member's plan and invoices, the visits due list and membership billing.
Chapters
Summit Home Services is a demo company with fictional customers. Every screen is the real Fieldproxy product; some sequences are sped up.
Step by step
See the plan business
The care plans screen shows active members, monthly recurring revenue, renewals due in 30 days, visits due and overdue, conversion and churn.
Set up plan types
Each plan has a price, monthly or annual billing, a duration, a discount on repairs and a number of visits per year.
Open a member
The customer page shows the member tag, member-since date and revenue, and the plan card shows term, billing, discount and auto-renew.
Book the visits due
Every recurring visit is listed by due date, overdue ones flagged, each with a Book button.
Bill members
Membership billing previews every member due in the period, flags renewals that would lapse, and posts the invoices in one run with a history of past runs.
Questions people ask
- What should an HVAC maintenance plan include?
- Typically one to four tune-up visits a year (spring AC, fall furnace), a discount on repairs, priority service, and monthly or annual billing. In Fieldproxy each of these is a setting on the plan type.
- Can maintenance plans bill automatically each month?
- Yes. Membership billing creates each member's invoice for the period and can record it as paid by the card on file, and the customer page shows every monthly invoice and its status.
- How do I keep track of maintenance visits that are due?
- The recurring visits list shows every visit by due date with overdue ones flagged, filterable by plan, and each has a Book button to put it on the schedule.
- Do members get member pricing on repairs?
- Each plan type carries a repair discount, for example 15% or 20%, shown on the member's plan card.
- How long does it take to set this up?
- Fieldproxy builds your own field service management system around your workflows, plans included, and it can be live within a day.
- Is Summit Home Services a real company?
- No. Summit is a demo company with fictional customers. The screens are the real Fieldproxy product, recorded live and sped up.
Transcript
Show
- 0:00How do you run HVAC maintenance plans without a spreadsheet?
- 0:04Put every member, every visit due and every monthly bill in one place, and let the software bill them and remind you who's due. Here's how it looks at a demo heating and plumbing company.
- 0:17Maintenance plans are the steadiest money in an HVAC business, but only if you can see them. Here one screen shows a hundred and fifty-five active members, four thousand eight hundred and ninety dollars in monthly recurring revenue, the renewals due this month, the visits due and overdue, how many of your customers are members, and churn over the last ninety days.
- 0:41Each plan is set up once: the price, monthly or annual billing, how long it runs, the repair discount members get, and how many visits a year it includes.
- 0:50Comfort Club Plus is twenty-nine ninety-five a month, twenty percent off repairs, three visits a year. You also see what each plan earns.
- 0:59Now open any member, like Anna Cox. The member tag sits next to her name, with the date she joined and what she has paid you so far.
- 1:08Her plan card has everything the office needs on a call: fourteen ninety-five a month, auto-renewing, fifteen percent off any repair. And her next visit, the annual water heater flush, is already on the list for December first, one click from booked.
- 1:24Every month the plan bills itself. Five invoices since June, all paid, seventy-four seventy-five so far, and nothing owed.
- 1:32Nobody had to remember to send them.
- 1:34The visits you promised are where most plans fall apart. Here every spring AC tune-up and fall furnace check is listed by due date, the overdue ones in red, each with a Book button, so a slow week gets filled with work you've already sold.
- 1:50And billing every member is a single run. Fifty-three memberships are ready to bill this week, about eleven hundred dollars, recorded against the card on file.
- 1:59Renewals are flagged before they lapse, and every past run is in the history.
- 2:05Members, visits and billing, run from one screen instead of a spreadsheet.
- 2:10Get your own custom field service management within a day, tailored to your workflows.
- 2:15Start at fieldproxy dot ai.
