For HVAC Contractors · Pro & Enterprise Plans

HVAC Service Agreement Software

Your maintenance base is the most valuable thing you own and the easiest to lose track of. FSM Navigator® keeps every agreement, what it covers, and when it runs out — down to the individual rooftop unit.

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The Problem

The Maintenance Base Nobody Can See

An HVAC book of maintenance agreements has a particular shape. Some customers are on a residential plan covering one furnace. Some are commercial accounts with a plan per building and a handful of rooftop units on richer terms because they are newer. A few have a blanket agreement with one site carved out of it.

None of that is complicated until a call comes in and someone has to decide, in thirty seconds, whether this unit at this address is covered — and whether the plan says four hours or next day. Get it wrong one way and you bill a customer for work they already paid for. Get it wrong the other way and you give away a service call.

The other failure is quieter. A seasonal plan ends in March. The next pre-season visit is in April. Nobody notices for a year.

How It Works

Set Up a Seasonal HVAC Maintenance Agreement

Four steps, once per agreement. After that the agreement does the remembering. Give it its own service location and a visit schedule, and it creates the maintenance visits it pays for, stops when the term ends, and picks up again when it renews.

Create the Agreement

Name it, set the term dates, choose the customer. Narrow it to one building by picking a site, or leave it customer-wide.

Attach the Units

Add each piece of equipment the plan covers (Enterprise). A unit under its own agreement beats the site and customer plans for jobs on that unit.

Say What It Covers

Tick labor, parts, or both. Record the response and resolution hours you promised, so the commitment lives on the agreement. Selling residential plans? Membership plans add member pricing and can charge the card on file automatically.

Set the Renewal Notice

Pick your lead time. Sixty or ninety days on a commercial account gives you the whole shoulder season to get the renewal signed, and renewing keeps the units attached.

Why It Fits

Built for How HVAC Plans Are Actually Sold

Per-Unit Coverage Where It Matters

On the Enterprise plan, the two-year-old rooftop under a full-coverage plan and the fifteen-year-old one on labor-only can sit under the same customer. The technician does not have to know which is which — the invoice already does.

A Commercial Account Is Not One Plan

Property managers add and drop buildings. Write a site agreement for the one with the newer plant and a customer agreement for the rest, and each job follows the narrower one without you maintaining a spreadsheet of exceptions.

Renewals Land Before the Season

The lead time is per agreement, so your big spring accounts can warn you in December while a small plan warns you a fortnight out. Renewing carries the covered units into the new term with it.

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