HVAC Maintenance Agreement

This service agreement covers {{system_count}} HVAC system(s) at {{client_address}} under {{contractor_name}}'s {{contract_tier}} maintenance program.

Included services (performed twice annually):

• **Spring cooling tune-up** (typically scheduled April–May):

• Inspect and clean outdoor condenser coil

• Inspect and clean indoor evaporator coil (accessible surfaces)

• Check refrigerant charge and system pressures

• Tighten electrical connections, check capacitor, contactor

• Verify thermostat operation and calibration

• Inspect condensate drain and treat with algaecide tablet

• Replace standard 1" air filter (premium filters at additional cost)

• **Fall heating tune-up** (typically October–November):

• Inspect and clean heat exchanger (gas furnace) or refrigerant reversing valve (heat pump)

• Verify combustion and flue draft (gas furnace)

• Test safeties, limit switches, flame sensor, igniter

• Check duct temperatures and airflow

• Inspect return air filter and replace if due

• Verify carbon monoxide detector operation (recommend replacement if over 7 years old)

Member benefits:

• Priority scheduling (within 24 hours on emergency calls; 48 hours on standard)

• 15% discount on all diagnostic calls and repair labor

• No overtime charges for after-hours emergency service

• Transferable to new homeowner if home is sold

• Full inspection report emailed after each visit

**{{contract_tier}} tier upgrades:** (if applicable)

• Plus: includes one 1" filter per visit, and a discount on additional filters

• Premium: includes a 4" media filter annually, plus UV lamp bulb replacement as needed

Contract term: 12 months from {{contract_start}}. Auto-renews annually unless {{client_name}} cancels in writing at least 30 days before renewal.

**Visit scheduling:** {{contractor_name}} contacts {{client_name}} 2 weeks before the scheduled tune-up windows to confirm date and arrival window.

Annual contract price: {{annual_price}}

Payment options:

• **Paid in full at signing:** {{annual_price}} (5% discount applied)

• **Monthly:** {{annual_price}} ÷ 12 auto-billed to credit card or ACH

No deposit required for monthly plans. Credit card or ACH on file required for monthly billing.

Paid-in-full or monthly auto-pay. If a payment is declined, {{contractor_name}} notifies {{client_name}} within 3 business days; continued non-payment after 15 days suspends member benefits until payment is current. No prorated refunds for mid-year cancellation.

Invoices are due upon receipt. Payments more than ten (10) calendar days past due accrue a service charge of one and one-half percent (1.5%) per month on the unpaid balance, or the maximum rate permitted by law, whichever is less. {{contractor_name}} reserves the right to stop work and preserve lien rights if any progress payment is not received within five (5) business days of the due date. All retained mechanic's lien, stop notice, and bond rights under applicable state law are preserved.

The following items are specifically NOT included in the contract price and are the responsibility of {{client_name}} unless added by written Change Order:

• Permits, plan-review fees, and jurisdictional inspection fees unless explicitly itemized above

• Repair or remediation of pre-existing code violations discovered during the work

• Asbestos, lead paint, mold, or other hazardous material abatement

• Structural engineering, architectural drawings, or third-party design services

• Finish selections, fixtures, or appliances not listed in the itemized scope

• Work on concealed systems (electrical, plumbing, HVAC, framing) beyond the points of connection identified

• Landscaping restoration beyond returning disturbed areas to rough grade

• Post-completion cleaning beyond construction broom-clean

• Parts and major repairs beyond the included tune-ups (discounted 15% under this agreement)

• Refrigerant refills beyond a 2 lb top-off (refrigerant billed at standard per-lb rate)

• Custom filters beyond the standard 1" or 4" included

• Duct cleaning (available as add-on service)

• Equipment replacement (available under separate quote with loyalty discount for members)

This proposal is based on the following assumptions. If any assumption is incorrect, the contract price and schedule are subject to adjustment by Change Order:

• Site access is available during normal working hours (7am–5pm, Monday–Saturday)

• Adequate parking is available within 100 feet of the work area

• Electrical power and potable water are available on-site at no cost to contractor

• Existing structural elements, waste lines, water supply, and electrical service are in serviceable condition unless noted

• {{client_name}} will remove personal property, artwork, and valuables from the work area prior to start

• Work is based on a single mobilization; re-mobilization required due to delays outside contractor's control will be billed at current rates

• {{client_name}} provides safe access to indoor and outdoor equipment during scheduled visits

• Pets are secured during service visits

• System is in working condition at contract start (pre-existing issues discovered on first tune-up quoted separately)

Any modification to the scope, specifications, materials, or schedule set forth in this agreement must be authorized in writing as a Change Order signed by both parties before the work is performed. Each Change Order will describe the modified scope, any adjustment to the contract price, and any impact on the schedule. Verbal instructions do not modify this agreement. Additional time and cost associated with unforeseen conditions — including but not limited to concealed rot, asbestos, mold, faulty prior installation, unmarked utilities, or code-required upgrades triggered by the work — will be documented as a Change Order and billed at the rates stated in this proposal or at {{contractor_name}}'s then-current published labor rates, whichever is in effect at the time the condition is discovered.

{{contractor_name}} warrants the workmanship of the installed work for a period of one (1) year from the date of substantial completion. Manufacturer warranties on materials and equipment pass through to {{client_name}} as provided by the manufacturer and are the exclusive source of any material warranty. This warranty does not cover normal wear, abuse, neglect, acts of God, subsequent work performed by others, damage from settlement or movement of the building, or modifications to the installed work performed without written consent. To make a warranty claim, {{client_name}} must notify {{contractor_name}} in writing within thirty (30) days of discovering the alleged defect and allow reasonable access to inspect and repair.

This proposal is valid for 60 days from the proposal date ({{proposal_date}}). Pricing is subject to change after that date due to material market fluctuations and scheduling availability. Acceptance requires signature below and receipt of the deposit amount stated in Payment Terms. Upon acceptance, this proposal, together with any attached specifications and subsequent written Change Orders, constitutes the complete agreement between the parties and supersedes any prior oral or written discussions.

**{{contractor_name}}** — License {{contractor_license}}

By: ________________________ Date: ______________

Print Name: ________________________

**{{client_name}}** — Owner / Authorized Representative

By: ________________________ Date: ______________

Print Name: ________________________

Property Address: {{client_address}}