MAINTENANCE AGREEMENT
Starting point only, not legal advice. Have a local attorney review before use; state rules on automatic renewal, cancellation and consumer contracts vary.
Service provider
Business
Address
Phone / email
License #
Customer
Name
Service address
Phone / email
Agreement #
1. Plan and term
Plan name
Start date
Term[12 months]
Price[$___ per year, or $___ per month]
Payment method[Card on file / invoice / ACH]
2. Equipment covered
| Equipment | Make / model | Serial # | Location | Approx. age |
|---|---|---|---|---|
3. What's included
[Number of visits per year and timing (e.g. spring cooling and fall heating), checklist of tasks per visit, priority scheduling, repair discount %, waived trip or diagnostic fees, filters or consumables included]
4. What's not included
[Repair parts and labor beyond the discount, refrigerant, ductwork, equipment replacement, damage from misuse or neglect, code upgrades, pre-existing conditions found at the first visit]
5. Scheduling
How visits are booked[We contact you to schedule each visit / you call us]
Missed visits[What happens if a visit can't be scheduled within the term]
6. Renewal
[Choose one: (a) This agreement ends at the end of the term unless you renew. or (b) This agreement renews automatically for another ___-month term at the then-current price unless you cancel. We will remind you ___ days before renewal and tell you the renewal price. Check your state's automatic renewal rules.]
7. Cancellation and refunds
[How to cancel (phone, email, online), notice required, refund rule (e.g. pro-rated refund minus the value of visits and discounts already used). If sold in the customer's home, include any cancellation notice required by the FTC Cooling-Off Rule or your state.]
8. Other terms
[Transfer if the home is sold, access to equipment, pets and safety, limitation of liability, how disputes are handled]
Signatures
By signing, the customer agrees to the plan, price, renewal and cancellation terms above.
Customer signature
Printed name
Date
Company representative
Date
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