Skip to content
HVAC Bison

Capability directory

HVAC software supporting maintenance agreements

Verified software support for maintenance agreements, with the operational details and caveats behind each answer.

Explore the research

14 verified claims

14 verified claims
CapabilityYes

Does BuildOps support maintenance agreements?

BuildOps supports the full preventive-maintenance agreement lifecycle for commercial contractors, including agreement setup, recurring visit generation, asset-linked work, profitability tracking, and renewal visibility.

CapabilityYes

Does Commusoft support maintenance agreements?

Commusoft supports maintenance agreements through service-contract management with custom agreement workflows, planned preventive-maintenance schedules, automatic job generation, SLA tracking, recurring billing, and renewal notifications.

CapabilityYes

Does ServiceTitan support maintenance agreements?

ServiceTitan separates residential memberships from commercial service agreements. Commercial agreements can span selected customer locations and equipment, schedule recurring services, price from labor and material costs, create renewal opportunities, and compare budgeted with actual agreement and pull-through profitability.

CapabilityYes

Does FieldEdge support maintenance agreements?

FieldEdge supports maintenance agreements through built-in Service Agreements. It tracks renewal, billing, and scheduling dates, centralizes agreements, and automates reminders and invoices.

CapabilityYes

Does Housecall Pro support maintenance agreements?

Housecall Pro supports HVAC maintenance agreements through its Service Plans feature. Businesses can sell recurring plans, schedule included visits, collect recurring payments, manage renewals, and report on plan performance.

CapabilityYes

Does Successware support maintenance agreements?

Successware supports maintenance agreements through a dedicated Agreement Manager. Users can create and renew agreements, track included visits, identify unscheduled work, build renewal lists, and process agreement invoices in bulk.

CapabilityYes

Does Workiz support maintenance agreements?

Workiz supports maintenance agreements through its Service Plans add-on. Businesses can create plan templates or custom plans, enroll clients, schedule included visits, collect recurring payments, apply member discounts, and manage subscriptions from a dedicated dashboard.

CapabilityPartial

Does Service Fusion support maintenance agreements?

Service Fusion partially supports maintenance-agreement operations today through recurring jobs, recurring invoices, scheduling, and electronic signatures. Its official 2026 roadmap says the dedicated Service Agreements workflow for agreement status, summaries, automated invoices, renewals, and billing is still being built or planned.

CapabilityPartial

Does ServiceM8 support maintenance agreements?

ServiceM8 partially supports maintenance agreements through recurring jobs and maintenance scheduling. It can recreate and schedule repeat jobs, send reminders, retain asset history, and support recurring-job autopay, but the reviewed sources do not establish a dedicated agreement record with contract terms, renewals, and lifecycle management.

CapabilityYes

Does ServiceTrade support maintenance agreements?

ServiceTrade supports recurring maintenance agreements through contract pricing, proposal and agreement management, recurring work, asset history, scheduled preventive-maintenance visits, and recurring contract invoicing.

CapabilityYes

Does Simpro support maintenance agreements?

Simpro supports maintenance agreements and recurring preventive maintenance through customer contracts, recurring job scheduling, asset records, and its Maintenance Planner add-on. The workflow can raise jobs for contract-covered assets and track upcoming maintenance.

CapabilityYes

Does WEX FSM support maintenance agreements?

WEX FSM, formerly Payzerware, supports maintenance agreements with configurable plans, recurring service scheduling, recurring payments, renewal reminders, and future-service tracking.

CapabilityYes

Does FieldPulse support maintenance agreements?

FieldPulse supports maintenance agreements as dedicated records. Businesses can define service frequency and dates, generate recurring jobs, use reusable templates, attach equipment, automate reminders, and configure recurring billing.

CapabilityPartial

Does Jobber support maintenance agreements?

Jobber supports the operational core of HVAC maintenance agreements through recurring jobs. Businesses can schedule repeating maintenance visits, assign technicians, set contract dates, invoice per visit or on a fixed recurring schedule, and use automatic card payments, but the reviewed documentation does not establish a dedicated membership or service-plan record with entitlement and renewal management.