HVAC maintenance plans that bill themselves

The maintenance plan is your best revenue and the easiest to let slide. QuixChex renews it, dispatches the tech, prices the replacement off what they found, and takes the payment — all on one customer record.

See a demo of HVAC See pricing

How a job runs

One Job, Start to Finish

A tech gets the call on their phone with the address, clocks in, diagnoses the unit and sends photos back. The office prices the replacement from the same job record, sends the quote, and when it's approved it becomes a scheduled install with a deposit charge attached.

The tech takes the call
Address, history and the unit’s last service land on their phone. They clock in on site without ringing the office.
The quote comes off the same job
Photos and the diagnosis are already attached. The customer approves from their phone and it becomes a scheduled job.
The plan keeps billing after the call-out
Their maintenance agreement charges on its own cycle every year, so the relationship does not end when the van leaves.

Unit fixed. Plan renews. Paid.

Plans, Callouts and Rates

Maintenance plans quietly lapse

Annual plans renew automatically on the anniversary. Nobody has to remember who signed up last March.

A $95 service call becomes a $6,800 replacement

The tech's notes and photos come back from the house, you price the replacement off them, and the quote goes out the same afternoon.

Emergency calls need a different rate

After-hours work is its own line item at its own price, so overtime doesn't get billed as a normal call.

Day one

Your Prices, Already In

Say you run an HVAC business and QuixChex sets this up for you before you've typed anything. Every price is editable — they're a starting point, not a rule.

Starting services and prices for an HVAC business
Service	What it covers	Starting price
Annual Maintenance Plan	Two seasonal tune-ups a year	$199
AC Tune-Up	Cooling inspection and clean	$129
Furnace Tune-Up	Heating inspection and clean	$129
Diagnostic / Service Call	On-site diagnosis, per visit	$95
AC System Replacement	Condenser, coil and install	$6,800
Furnace Replacement	High-efficiency furnace and install	$4,900
Heat Pump Installation	Heat pump supply and install	$7,200
Ductwork Repair	Seal, repair or reroute ducts	$850
Smart Thermostat Install	Supply and setup	$285
Refrigerant Recharge	Leak check and top-off	$240
Air Quality / UV Add-on	UV light or purifier install	$495
Emergency After-Hours Call	Priority after-hours service	$195

Second Nature Integrations

FAQ

Questions, Answered

Can I bill an annual maintenance plan monthly instead?

Yes. The plan is a price and a cadence — charge it once a year, or split it monthly on ACH so it's easier for the homeowner to say yes to.

Can I take a deposit on a system replacement?

Yes. A replacement can be split into a deposit and a balance, or into milestone charges if it's a bigger commercial job.

Does the tech in the field see pricing?

Only what you let them see. Field users get their own day and the job in front of them; the office prices the work.

One house has three systems. Can I keep them apart?

Yes. Each one is its own equipment location on that customer, with the system, the model and serial, its age and the access notes for it. The technician reads the right serial off the record instead of whatever was typed last time.

What happens when a plan renewal gets declined?

The charge is recorded as failed with the reason that came back, and the plan is paused. Nothing tries it again — the overnight run only picks up plans that are active, and a paused one is never swept. It sits on your Schedules screen marked paused with that reason written on the row; put a working card on the customer, set the plan back to active, and it picks its cycle up from there.

Does the plan put the two tune-ups in the calendar?

No. The annual plan bills on its anniversary and stops there. When you ring the customer to book the visit you raise it as a job and assign a technician to it — the money side runs on its own, the booking does not.

See It on Your Business

A short call, on your own services and your own customers. We'll show you what the first week looks like, and talk through what it would take to get you there.