HVAC maintenance agreement quote template
Or try it the way your customer would: the live demo opens at full width in its own tab.
Edit your flow from Claude, ChatGPT or Grok · MCP
An HVAC maintenance agreement form that prices rooftop units, splits and boilers per unit per year by visits, then filters, response time and extra sites.
Shown as Northwind Mechanical Service, a sample business. The flow, the pricing logic and the quote it returns are the template; the name, the services and the prices are the sample's, and yours take their place.
2 customer paths · 12 steps · 7 priced items in 4 categories · itemized quote on the page · appointment booking built in — counted from the template itself.
9:41Watch how this template wins contracts
How commercial and facility service companies answer every request with a real price, day or night, and get the work after it done by talking. One contract followed from the first tap to paid.
Who this template is for.
Commercial HVAC contractors that sell preventive maintenance per piece of equipment per year and want facility managers to count their units and see a yearly agreement priced before the equipment audit.
Residential furnace tune-ups sold one visit at a time.
More on how Everybooking works for this industry: HVAC Contractors.
What your customer goes through.
The first screen asks what they are booking. Each answer sets the path, and every path ends on a priced quote.
One building
One address, one roof, one mechanical room.
Several locations
Stores, branches or a portfolio on one agreement and one invoice.
Then: Additional Sites
- 01Your Equipment
- 02Rooftop Unit Plan
- 03Splits And Boilers
- 04Filters And Response
- 05How An Agreement Works
- 06Your Details
- 07Your Agreement
Along the way it asks for rooftop units (0–120), split systems (0–120), boilers (0–40), additional sites (1–30), so the lines priced per person, per hour or per mile can be multiplied out before the customer reaches the quote.
What it prices.
Sample prices from the demo, in US dollars. Your own rates, taxes and rules replace them the moment you launch.
Rooftop Units
- Northwind rooftop unit plan · 2 visits a year$340
- Northwind rooftop unit plan · 4 visits a year$620
Split Systems and Boilers
- Northwind split system plan · 2 visits a year$260
- Northwind boiler plan · 2 visits a year$480
Filters and Coverage
- Northwind filter package, per unit per year$95
- Northwind 4-hour emergency response, per year$1,200
Additional Sites
- Northwind additional site, per site per year$450
How it closes.
Name, email and phone before the quote
The request is tied to a real person before the total is shown, so the follow-up has somewhere to go.
An itemized quote, on the page
Every chosen line, multiplied out, with the total. The customer sees it before they leave.
Pick a day and a time
The customer can pick a time for a visit or a call instead of finishing on the spot.
Final screen: “Your Agreement”
The sample's closing screen. Its wording, like every other line here, is the sample's; yours replaces it.
Change your booking flow by asking your AI.
Everybooking runs its own MCP server. Connect Claude, ChatGPT or Grok to your Everybooking account, then describe the change in plain English. Your AI edits your booking flow: its questions and steps, its prices and deposit, its colors.
Requests like these, on a flow like this one
- Prices
“Add our three most-booked services with their prices.”
- Questions
“Add a question after ‘Your Equipment’ asking how they heard about us.”
- Look
“Match the colors and logo to our website.”
MCP access comes with both of our offers. The owner or an admin approves the connection and chooses Look only or Full access; edits need Full access. How to connect your AI.
Related templates.
See it working for commercial and facility service companies.
The 10-minute video: one contract followed from the first tap to paid, and the work after it done by talking.
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