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HVAC · Service Plans

Service Plans for HVAC Companies

HVAC HVAC contractors have a specific problem: techs are on rooftops and in crawlspaces, so half the inbound calls hit voicemail and the homeowner dials the next company on Google. SalesButler's Service Plans is built to fix exactly that for hvac businesses. Recurring contract templates with auto-billing, Stripe-mode subscriptions, atomic claim guarantees, and flexible cancellation.

See It In Action

Service Plans for HVAC, in the app

SalesButler · Schedule
Today · 4 jobs
All techs routed
8:00
system replacementMike R.
10:30
Maintenance visitDana K.
1:00
system replacementMike R.
3:30
EstimateSam P.
Why It Matters

Service Plans Built for HVAC

Take a $7,800 system replacement: winning or losing it often comes down to how well you handle service plans. When a no-cool emergency in July comes in during the summer cooling season, a HVAC contractor stretched across jobs can't afford to let it slip. Service Plans keeps hvac work moving from first contact to paid invoice — without adding office staff.

  • Using service plans to handle a no-cool emergency in July the instant it lands, instead of after voicemail.
  • Keeping a $7,800 system replacement on track with service plans, from the first call through to a paid invoice.
  • Leaning on service plans to stay ahead of the summer cooling season demand without adding office staff.
How It Works

Up and Running Fast

1

Build a Plan Template

Define interval (week/month/year), included visits, and price.

2

Enroll a Customer

Add the customer to the plan with a start date and billing method.

3

Auto-Billing Runs

Hourly biller creates invoices on schedule with atomic claim guarantees.

What HVAC Businesses Get

Recurring Templates

Build once, enroll many — weekly, monthly, or yearly intervals.

Auto-Billing

Invoices generate on schedule without manual intervention.

Atomic Claim

Single conditional UPDATE guarantees no double-billing under concurrent runs.

Stripe Subscriptions

Stripe-mode uses real Subscriptions for hands-free card-on-file billing.

Why SalesButler

Why HVAC Businesses Choose SalesButler for Service Plans

  • Built for hvac, not adapted from generic software — service plans that already understands a no-cool emergency in July and the summer cooling season.
  • Runs from the field: your crew manages service plans from a phone on a $7,800 system replacement, not just a back-office desk.
  • One flat price for the whole crew — most HVAC contractors cover it by booking a single extra system replacement a month.
  • Live in about 15 minutes: connect your number, import contacts, and hvac service plans is running the same day.

HVAC Service Plans FAQ

How much does hvac service plans software cost?

SalesButler's Growth plan is $24/month for your whole team — far less than per-seat service plans tools. Most HVAC contractors cover it with a single recovered system replacement.

What's the best service plans software for hvac companies?

The best fit is software built for HVAC contractors. SalesButler handles service plans around a no-cool emergency in July, a $7,800 system replacement, and the summer cooling season demand — not a generic CRM you have to bend to fit the trade.

Does Service Plans work on mobile out in the field?

Yes. HVAC crews run service plans from their phone on the job — no laptop, no trip back to the office.

Is SalesButler's Service Plans a good fit for HVAC contractors?

Yes. HVAC businesses use it to service plans around real field conditions — a no-cool emergency in July, a $7,800 system replacement, and the summer cooling season demand — not a generic office workflow.

What plans include Service Plans?

Maintenance Service Plans are included on the Growth and Pro plans.

Service Plans for your hvac business

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