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Maintenance Agreement Follow-Up Templates for HVAC Companies

3 templates 1 day More maintenance plan signups

Use these templates to introduce maintenance agreements in a way that feels practical and helpful instead of overly pushy.

1

Post-repair maintenance plan follow-up

A message that connects today’s repair to future prevention.

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Subject: A simple way to reduce future HVAC surprises

Hi [First Name], after your recent repair, we wanted to share one option that can help reduce future issues: our maintenance plan. It’s designed to keep your system running more efficiently and catch problems earlier. If you'd like the details, reply here or review the plan: [Link]

Useful when the homeowner just experienced an expensive or inconvenient repair.

2

Seasonal tune-up plan reminder

A short text that introduces maintenance as the next logical step.

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Hi [First Name], thanks again for scheduling service with [Company Name]. If you’d like easier seasonal maintenance and priority support, our maintenance plan may be a good fit: [Link]

Best when the company wants a low-friction plan mention after routine service.

3

Install customer maintenance offer

A message for new-system customers who should stay connected to the company long term.

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Hi [First Name], now that your new system is in place, we wanted to share an easy way to stay on top of future maintenance. Our maintenance agreement helps protect system performance and keeps your service routine simple. Here are the details: [Link]

Good for reinforcing the longer-term service relationship after installation.

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