Your HVAC Back Office That Turns Customers Into Repeat Revenue
We handle your maintenance plans end to end - setup, tagging, tracking, and renewals
92%
Customer satisfaction
Rating by HVAC owner customers
Book a Call
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Maintenance Plans That Keep Your Schedule Full
Not just discounts. Not just reminders. Built and managed by a dedicated HVAC expert.
Maintenance Plan Design
- We set up your plan structure, benefits, and pricing inside your Housecall Pro or ServiceTitan.
- We build your preventative maintenance plans.
- We create your customer-facing marketing assets and launch emails/texts.
- We set up your tech workflows, SOPs, and optional spiffs to drive plan sales.
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Membership Billing Tracking
- We monitor your membership charges so renewals and recurring bills don't get missed.
- We identify and handle your failed, paused, or canceled memberships.
- We conduct ongoing membership billing reviews.
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Enrollment & Renewal
- We track your new maintenance plan enrollments closely.
- We monitor renewals so expiring plans don't quietly drop off.
- We handle customer follow-ups to keep your members active without owner involvement.
Plan Profitability Tracking
- We track your maintenance plan revenue and service costs over time.
- We identify underperforming plans and pricing issues early.
- We maintain ongoing visibility into which plans actually make money.
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Trusted by HVAC businesses just like you
Request a Personalized Demo
WorkHero hires the top 1% of HVAC office managers
+50 years of combined HVAC experience
7.5x faster invoicing in the first month
60% cost savings compared to in-house staff
Average time savings of 20 hours per week
92%
Customer satisfaction
Rating by HVAC owner customers
92%
Customer satisfaction
by HVAC owner customers
Book a free business consultation
WorkHero hires the top 1% of HVAC office managers
+50 years of combined HVAC experience
750%+ invoice collection in first month
Scaled 1–5 truck shops 3–4×
60% cost savings compared to in-house staff
Average time savings of 20 hours per week
Other Services
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Paperwork
We handle permits, equipment registrations, rebate filings, and job docs fully managed inside your service software so nothing slips through.
Billing
Get paid faster with automated invoicing, collections, and AR follow-ups. No more money slipping through cracks.
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Pricebook
HVAC-expert price books built on real market rates so your team quotes profitably every single time.
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Maintenance Plans
Set up and manage maintenance plans that create predictable recurring revenue without the admin headache.
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Business Operations
Track revenue, jobs closed, and key business metrics with reports that actually make sense to you.
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Marketing
Fill your pipeline with leads, postcards, SMS, and email campaigns; all managed for you.
Start today with WorkHero
Spend less time on admin and more time running your HVAC business.
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