Why are maintenance agreements worth selling?
A maintenance agreement turns a one-time customer into a recurring one, with scheduled visits, predictable revenue, and first call on any repair. For HVAC and plumbing especially, members are more loyal, buy more over time, and give you a built-in reason to be on their calendar every season. It is one of the most durable forms of revenue in the trades.
How do you sell them by phone?
The easiest enrollments come from calling existing customers, framing the plan as saving money and avoiding breakdowns, and booking the first visit on the same call. Because the customer already knows your company, the conversation is short and warm. A dedicated caller can work through your customer list systematically, offering the plan and booking the enrollment visit.
Who should you call first?
Start with recent one-time customers and anyone whose equipment is aging, they have the clearest reason to enroll. A customer who just paid for a repair is a natural fit for a plan that prevents the next one. Working the database in priority order, rather than randomly, gets the most enrollments per hour of calling. See past-customer reactivation.
Can this run alongside job booking?
Yes, membership enrollment and job booking are the same motion, a caller can offer the plan and book the service in one call.Many home-services companies have a dedicated caller work the database for both, booking the immediate job and enrolling the customer in a plan that brings them back. See home services appointment setting.