Guide for HVAC contractors
A contractor in cooling-heavy South Florida needs different maintenance plans than one servicing gas furnaces or heat pumps. Here are seven equipment-based plan structures, example pricing per system, visit schedules and checklists you can adapt for your region.
ProTradeAgent comes with these plans preloaded as templates. During onboarding you pick the ones that fit your region, adjust your pricing and the questions you want the AI agent to ask callers, and turn them on — then your AI agent can offer your plans, quote from your rates and book the visit.
| Example company | Plan | First system / year | Each additional / year | Schedule |
|---|---|---|---|---|
| Example Company 1 | Florida AC Care | $179 | $139 | Two visits covering every enrolled system |
| Example Company 2 | Heat Pump Care | $219 | $159 | Cooling and heating seasonal care |
| Example Company 3 | Gas Furnace + AC Care | $249 | $179 | One cooling visit and one heating visit |
Example: two systems under Example Company 1 total $318 per year, with both covered at each visit.
Example price: $109 first system · $79 each additional
Visits: 1 visit per year
Best for: Cooling-focused homes.
An entry option — not a replacement for twice-yearly care where the contractor or manufacturer requires it.
Example price: $179 first system · $139 each additional
Visits: 2 visits per year
Best for: South Florida and similar cooling-heavy areas; central AC, including AC with electric heat.
Two preventive visits roughly six months apart. Heat pumps use the heat pump plan, including heating and defrost checks.
Example price: $219 first system · $159 each additional
Visits: 2 visits per year
Best for: Any region with a ducted heat pump.
Equipment type matters more than ZIP code: a Florida heat pump still needs heat pump checks.
Example price: $249 first paired system · $179 each additional
Visits: 2 visits per year (one cooling, one heating)
Best for: Homes with gas heat and central AC.
A paired furnace and AC counts as one covered combination, not two full-price systems. Dual fuel needs its own pricing or a quote.
Example price: $149 first furnace · $99 each additional
Visits: 1 visit per year
Best for: Heating-only coverage.
Does not include an AC tune-up. Oil, boilers and hydronic systems need their own plan or a quote.
Example price: $219 first outdoor unit + first indoor head · $159 each additional outdoor system · $79 each extra indoor head
Visits: 2 visits per year
Best for: Any region; priced by outdoor units and indoor heads.
Example: one outdoor unit with three heads = $219 + $79 + $79 = $377 per year. Deep cleaning and disassembly excluded.
Example price: Custom quote
Visits: Custom scope
Best for: Rooftop units, VRF, boilers, oil furnaces, geothermal, dual fuel and specialty equipment.
Quote only. Quarterly service is something to scope, not an automatic promise.
Also ask about residential or commercial use, unusual access, and the number of indoor heads for mini-splits.
Commercial equipment, specialty systems, unusual access, mixed equipment without a set price and work outside the checklist need a custom quote. A quote request is not a booked maintenance visit, and an active breakdown should follow your diagnostic and repair policy.
Compare equivalent maintenance services in your area, not just advertised headline prices. Account for labor, travel, materials, equipment count and member benefits, and define what is included and excluded, plus billing, renewal and cancellation terms. Each contractor sets their own prices and terms; these templates are optional and example prices are not minimums.
Questions
There is no single right price. Compare equivalent coverage in your local market, then account for labor, travel, materials, the number of systems and member benefits, plus your required margin. The examples on this page are illustrative only.
Most plans price the first system and offer a lower rate for each additional system at the same address. A gas furnace paired with an AC can count as one covered combination instead of two full-price systems.
It depends on the equipment and climate. Cooling-heavy areas like South Florida often use two AC visits a year; heat pumps and furnace-plus-AC homes typically get one cooling and one heating visit.
A common structure prices the first outdoor unit with its first indoor head, then adds a smaller charge for each extra indoor head and for additional outdoor systems.
Commercial rooftop units, VRF, boilers, oil, geothermal, dual fuel, specialty equipment, unusual access and active breakdowns are best handled by a custom quote or your repair policy.
Let your AI agent sell your plans