Maintenance Agreement Pricing Calculator
Use it for HVAC tune-ups, pool routes, pest plans, cleaning contracts, lawn care, appliance maintenance, and other recurring services where underpricing can hurt the whole year.
Price maintenance plans with the full year in mind
Enter visits per year, time per visit, labor cost, materials, yearly admin cost, target margin, and account count to estimate monthly price and portfolio revenue.
How it works
How maintenance agreement pricing is estimated
The calculator estimates yearly plan cost per account, applies target margin, then divides the annual plan value into a monthly customer price.
Estimate yearly service cost
Visits, labor, materials, and admin work create the annual cost of serving one account.
Apply target margin
Cost is divided by one minus target margin so the plan can protect profit.
Scale by account count
Monthly price per account and total annual portfolio value are shown together.
Field example
Example: seasonal HVAC maintenance plan
An HVAC company can price two visits per year while accounting for filter checks, reminder work, technician time, and renewal follow-up.
A maintenance plan that only covers technician time may miss customer communication, admin, materials, and missed-visit handling.
Small monthly prices can become meaningful recurring revenue when renewals and route density are managed well.
The agreement should explain included visits, exclusions, repair approval, cancellation rules, and billing cadence.
Common mistakes
What to double-check before using the result
Pricing from competitor plans alone
Your labor cost, travel pattern, service scope, and customer base may be different.
Forgetting admin work
Reminders, rescheduling, renewal calls, and customer questions are part of plan cost.
Including too much for free
Emergency work, parts, filters, chemicals, or repairs should be clearly included or excluded.
After the calculation
Turn the result into cleaner field work
Write the agreement clearly
Define visit cadence, included tasks, exclusions, billing, and cancellation terms.
Schedule recurring visits
Turn sold plans into real calendar work so renewals do not depend on memory.
Review renewal performance
Track active accounts, completed visits, missed visits, repairs sold, and churn.
Related resources
Related templates
Related resources
Related Fieldified workflows
FAQ
Questions service teams ask about this tool
How should I price a maintenance agreement?
Start with annual labor, materials, travel, and admin cost, then apply the margin needed to support the service relationship.
Should maintenance plans be billed monthly or annually?
Either can work. Monthly billing can feel easier for customers, while annual billing may improve cash flow and reduce collection work.
What should be excluded from a maintenance plan?
Common exclusions include emergency calls, after-hours work, major repairs, replacement parts, customer-caused issues, and inaccessible equipment unless the agreement says otherwise.