Maintenance Agreement Software
Grow Maintenance Agreement Revenue with Automation
BuilderMate maintenance agreement software auto-schedules preventive maintenance visits, auto-bills recurring dues, and automates 60-day renewal sequences. Built for HVAC, plumbing, and service contractors who want predictable recurring revenue.
- Auto-scheduled PM visits per contract
- Recurring auto-billing (monthly/quarterly/annual)
- Renewal automation 60 days before expiration
- Equipment-linked contracts
- Silver/gold/platinum tier structures
- MRR, churn, and renewal reporting
Maintenance Agreements: The Hidden Revenue Engine
Maintenance agreements are one of the most underrated recurring revenue streams in service contracting. An HVAC company with hundreds of active agreements generates predictable monthly recurring revenue — plus the replacement-sale opportunity from techs spotting failing equipment on PM visits. But when agreements are run in a spreadsheet, PM visits get missed, renewals slip, and a meaningful portion of potential revenue leaks out through administrative gaps.
BuilderMate's maintenance agreement software — part of our HVAC CRM — automates every part of this: PM visits auto-schedule, dues auto-bill via Stripe, renewals auto-trigger before expiration, and equipment-linked contracts give techs full context on arrival. HVAC contractors using this workflow generally see agreement MRR grow meaningfully within the first 6 months of adoption, though specific lift varies by business.
Maintenance Agreement Features
Auto-Scheduled PM Visits
Each contract auto-generates preventive maintenance visits on the right schedule.
Recurring Auto-Billing
Monthly, quarterly, semi-annual, or annual dues — auto-billed with online payment.
Renewal Automation
60-day renewal sequences with homeowner notifications and sales follow-up.
Equipment-Linked Contracts
Tie each agreement to the covered equipment per property.
Tiered Agreement Plans
Silver/gold/platinum plan structure with tier-specific visits and benefits.
MRR Reporting
Real-time reporting on agreement MRR, churn, and renewal rates.
Complete Your Toolkit
These features work great together with what you just explored.
Invoicing
Auto-bill recurring maintenance agreements on schedule.
Learn moreScheduling
Schedule recurring maintenance visits automatically.
Learn moreClient CRM
Maintenance agreements tied to client records and history.
Learn moreClient Portal
Clients manage their agreements through the portal.
Learn moreTurn Agreements Into Predictable Revenue
Maintenance agreements, auto-billing, and renewal automation included on every plan. $99/mo, all features included.