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Service agreements priced to cover the visit and built to renew

We help boiler companies check what an annual service plan really earns, then market it at install, at tune-up and at renewal so the agreement base grows instead of quietly shrinking.

Written by Ali Sedighi, MBALast updated:

A service agreement is the smallest invoice a boiler company sends and often the most valuable. It fills the shoulder season, keeps the customer from calling a competitor, and puts you first in line for repairs and the next replacement. It only works if the fee covers the visit and members renew. This service makes sure both are true, then markets the plan properly.

What it is

It is a review of your agreement's economics followed by a marketing program to sell and renew it. We look at what the plan includes, what a visit costs you to deliver, and how members drop away, then build the offers and messages that bring new members in and keep existing ones.

A simple illustration, with numbers you should replace with your own: a plan sold at $240 a year, against a visit that costs $167.50 in technician time and materials, leaves $72.50. If 75% of members renew each year, the average member stays about four years, so the plan alone contributes about $290 over its life. Repairs that members bring you sit on top of that.

Who it is for

  • Companies whose agreement is mentioned at the end of an install but never actively sold.
  • Owners who have not checked the plan fee against labour costs for several years.
  • Firms with a member list but no renewal process beyond waiting for customers to call.
  • Boiler divisions inside larger HVAC companies, where agreements are bundled with furnace plans and nobody knows which side earns what.

What is included

  1. An agreement economics review: fee, included work, visit time, travel and the discount on repairs, set against your cost figures.
  2. Attach-rate analysis: what share of new installs leave with a plan, by estimator and by boiler type.
  3. Offer design: plan names, what each includes, and how it is described at install, on your website and on the invoice.
  4. Renewal sequences by text and email, timed to your season and written within anti-spam rules.
  5. Win-back messages for lapsed members who have given consent to be contacted.
  6. Plan pages on your website that explain the agreement plainly, with the fee shown.

Renewal reminders are commercial messages under Canada's Anti-Spam Legislation, so the CRTC's rules on consent, sender identification and unsubscribing apply. We design consent capture into the install paperwork and the plan sign-up, so your list can be contacted with confidence. Specific legal questions belong with your lawyer.

Timeline

  • Weeks 1–3: economics review and attach-rate analysis.
  • Weeks 4–6: offer, plan pages and renewal sequences built and approved by you.
  • Months 2–12: sequences running, with renewal rate reported monthly against the previous year.

Most of the benefit appears at the first renewal cycle, so judge this service over a full year.

How results are measured

We report four numbers: attach rate on new installs, new members from marketing, renewal rate, and repair revenue from members. Together they show whether the agreement base is growing in value or just in size. The unit-economics tracking service supplies the matching between members and jobs.

What we need from you

Your current plan terms, the fee, a count of active members, last year's renewals and a rough labour cost per visit. A sample of member repair invoices helps us size the discount's real cost.

Mistakes to avoid

  • Pricing the plan to win, not to cover. A fee below your visit cost turns every renewal into a loss.
  • Including too much. Free parts or unlimited call-outs can make a plan unprofitable in a hard winter.
  • Selling it only at install. Tune-up visits and repair calls are also natural moments to offer it.
  • No renewal process. Without one, members lapse simply because nobody asked them to stay.

The service agreement break-even guide works through the arithmetic in full. For day-to-day reminder and tune-up campaigns, see Boiler.Management. Our services overview shows how agreements fit with installs and repairs. We are a marketing service; your technicians do the work.

Frequently asked questions

What should a boiler service agreement cost?

That depends on your labour cost, travel and what the plan includes. We help you check whether the fee covers the visit and leaves a contribution, but the price is yours to set with your own figures.

Is an agreement worth selling if it barely breaks even?

Sometimes. A plan that covers its visit and renews well can still be valuable for the repairs and replacements its members bring you. The point is to know that is the deal, rather than discover it later.

How do you market renewals?

Through timed reminders by text and email, follow-up calls from your office, and a clear renewal offer. Messages follow anti-spam rules on consent, identification and unsubscribing.

Do you run our tune-up reminders day to day?

We design the program and its economics. For ongoing reminder and tune-up campaign operations, our sister site Boiler.Management covers that work in depth.

Sources

  1. CRTC: Canada's Anti-Spam Legislation FAQ (2026-10-22)