Cashing In with Maintenance Agreements

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    By Nate Winans


    Perhaps you’ve seen your competitors and other contractors that have been in business for many years continue to grow on an annual basis. Even if you, too, have been in business for years, you might be missing your opportunity to offer maintenance agreements. Preventative maintenance programs, otherwise known as service agreements, allows you to get paid on a monthly basis, increase your overall profits, establish a genuine and comfortable relationship with your customer, and retain them for years to come. From company to company, we’ve noticed that each contractor service agreement differs slightly, even if it’s just by price. In our preventative maintenance program, Coolfront Agreements, we have a built-in calculator that allows you to customize how much to charge for your contractor service agreements to ensure that you’ll be profitable while still offering your customers a great price! Check out our infographic about preventative maintenance programs entitled "The Real Value of a Maintenance Agreement" below.

    With several colleagues who have spent years in the field, we’ve drafted up what the most important features should be in your contractor service agreements.

    NateInfo.pngGoals of Maintenance:

    1. Assure safety of operation & equipment
    2. Comfort
    3. Efficiency
    4. Trouble free performance
    5. Advise
    1. Assure Safety

    Check electrical components and wiring for wear

    Check for proper venting and drains

    Test for carbon monoxide

    Test for gas leaks

    Test electrical component performance


    1. Comfort

    - Visual inspection of distribution system for problems

    -Ask customer about performance

    -Check temperatures of supply & return

    -Check thermostat operation & program

    -Service filters, humidifiers, UV lights


    1. Efficiency

    -Test electrical performance of components

    -Test combustion efficiency

    -Test refrigerant performance

    -Test air or water pressures

    -Check for water or air leaks


    1. Trouble Free Performance

    -Test all components

    -Clean burners and ignition system

    -Clean coils as needed

    -Clean cabinets

    -Clean blower as needed

    -Clean venting and condensate system

    -Keep an eye out for any issues that may be on the horizon


    1. Expertise

    -Give summary of equipment condition and expected viability

    -Make customer aware of any safety issues

    -Offer solutions to any safety or comfort concerns

    To learn more about the Coolfront Agreements program check out our video.

    Coolfront Agreements Info

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