Maintenance agreements that pay

HVAC billing software

HVAC billing software for maintenance agreements and the repairs around them. Members pay a monthly agreement fee through your client portal, their spring and fall tune-ups are scheduled without a second invoice, and commercial rooftop contracts bill every visit the day it closes.

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HVAC company client payments in Smarfle, with maintenance agreement and repair balances, invoice aging and monthly collections
Agreement and repair balances together, with collections for the month.

Agreement members pay monthly

Sell your maintenance agreement as a monthly or yearly plan. Homeowners join from your client portal; Stripe then bills the card on schedule, and every payment lands as an invoice with a receipt emailed to the member.

Recurring plans

Tune-ups without a second bill

The two included tune-ups are booked with a zero-priced tune-up service, so members are never billed for work their agreement covers, and a six-month maintenance reminder flags the next one. Repairs found on the visit are quoted on their own.

Scheduling

Rooftop contracts for businesses

A restaurant's rooftop units get a quarterly visit at the agreed rate, and with auto-invoice on, the bill exists as soon as the visit is closed.

Recurring jobs

Agreement cards that fail

When a member's renewal is declined, the plan turns past due and you get an email, so the office calls before the member expects a priority visit.

Payments

Repairs on members' accounts

Repair invoices sit on the same statement as the agreement payments, and anything past due shows in the aging columns.

Reports

HVAC billing features

What it does

  • Maintenance agreement plansMembers enroll online
  • Included tune-ups not billedZero-priced tune-up service
  • Commercial service contractsInvoice on completion
  • Declined renewal alertsEmail to the office

What it doesn't do

  • Member discounts on repairsPrice the repair lines
  • Agreement renewal lettersStripe renews the plan
  • Plan pause for snowbirdsCancel and rejoin
  • QuickBooks syncCSV export

Smarfle vs ServiceTitan for HVAC

SmarfleServiceTitan
Entry planSolo $19, 1 userFrom around $398 per user
Mid planStarter $99, 5 usersQuoted, plus modules
Payment links and auto-charge saved cards Yes Yes
Equipment or unit records per customer Yes Yes
Prices published on the website Yes No
Full Smarfle vs ServiceTitan comparison Smarfle vs Housecall ProSmarfle vs FieldPulse

HVAC billing pricing

Agreements and contract visits come with all plans; each agreement payment carries Stripe's fee and a 0.5% platform fee.

Solo

Sole operators getting started

$19/mo
  • 1 user
  • Up to 500 clients
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Starter

Small teams adding tools and growth

$99/mo
  • Up to 5 users (1 owner + 4 techs)
  • Up to 2,000 clients
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Professional

Growing service businesses

$199/mo
  • Up to 10 users
  • Up to 5,000 clients
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Business

Multi-location operations

$349/mo
  • Up to 30 users
  • Up to 10,000 clients
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HVAC billing questions

Yes. Members subscribe from the portal, and the agreement is charged monthly or yearly by card.
Use a no-charge tune-up on each visit, and let a reminder flag the next one.
Yes. Each completed contract visit invoices at the agreed price.
No. Price the repair lines for members yourself.
The plan shows past due and you are emailed, so the office can update the card with the member.
Yes. From their private link they reach a secure Stripe page to swap the card or cancel.
No. They cancel and rejoin when they return.
Yes. Every agreement payment is recorded as an invoice and counted in revenue reports.

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