Your HVAC Back Office That Turns Happy Customers Into Repeat Revenue.

Turn one-time jobs into long-term revenue with maintenance plans built, tracked, and renewed for you.

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The WorkHero Take Over
Turn Maintenance Plans Into Recurring Revenue

Not just discounts. Not just reminders. Built and managed by a dedicated HVAC expert

Maintenance Plan Design

  • Set up plan structure, benefits, and pricing inside Housecall Pro or ServiceTitan
  • Build preventative maintenance plans
  • Create customer-facing marketing assets and launch emails/texts
  • Set up tech workflows, SOPs, and optional spiffs to drive plan sales

Membership Billing Tracking

  • Monitor membership charges so renewals and recurring bills don’t get missed
  • Identify and handle failed, paused, or canceled memberships
  • Conduct ongoing membership billing reviews

Enrollment & Renewal

  • Track new maintenance plan enrollments closely
  • Monitor renewals so expiring plans don’t quietly drop off
  • Handle customer follow-ups to keep members active without owner involvement

Plan Profitability Tracking

  • Track maintenance plan revenue and service costs over time
  • Identify underperforming plans and pricing issues early
  • Maintain ongoing visibility into which plans actually make money

See if WorkHero is right for you

WorkHero hires the top 1% of HVAC office managers
+50 years of combined HVAC experience
Scaled 1–5 truck shops 3–4×
50% faster payments with consistent collections
60% cost savings compared to in-house staff
Average time savings of 20 hours per week
92%
Customer satisfaction
by HVAC owner customers
Book a free business consultation

Start today with WorkHero

Spend less time on admin and more time running your HVAC business.