Build Maintenance Agreements Into Every Install

Every install is an opportunity to sell a maintenance agreement. The customer just spent thousands on new equipment -- they're already thinking about protecting that investment. Offer a maintenance plan that includes seasonal tune-ups, priority scheduling, and discounted repairs. It's an easy yes for most homeowners.

In PrecisionOps, set up the agreement with recurring billing and recurring job scheduling. The customer gets billed automatically on their cycle, and the tune-up visits appear on your schedule without anyone having to remember. The customer portal lets them see their agreement status and upcoming visits, which builds trust and reduces inbound calls.

Maintenance agreements are the foundation of a stable service business. They provide predictable revenue during slow months, keep your techs busy year-round, and give you regular face time with customers who will call you first when something breaks. Don't leave money on the table -- offer the agreement on every single install.