Price a maintenance plan from the visit up
Build the price from what one tune-up costs you: tech time, truck, materials, overhead and a re-service reserve. Then see the yearly and monthly price and how many members cover the program.
Loaded labor is the wage plus payroll taxes, workers' comp and benefits per hour; the labor rate calculator works it out. Defaults are the worked example in our maintenance plan pricing guide.
| Line | Calculation | Amount |
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Price = yearly cost ÷ (1 − margin), then round to a clean number. Break-even members = fixed program costs ÷ profit per member at that price. The plan's repair work and replacement leads are extra; decide how much of the price gap you expect them to cover, and write it down.
Price a maintenance agreement from the cost of one visit: tech hours × (loaded labor + truck + overhead per hour), plus materials and a re-service reserve. Multiply by visits, add admin, and divide by (1 − margin). 1.25 hours at $42, $14 and $10 an hour, $9 of materials and $4 reserve is $95.50 a visit; two visits plus $15 is $206, or $343 a year at 40%.
How to use the maintenance agreement price calculator
Cost one visit
Tech hours including drive, loaded labor, truck and overhead per hour, materials and a reserve for callbacks.
Set the plan
Visits a year, admin per member and the margin you want.
Check the price
Yearly and monthly price, break-even members, and the margin at a price you're considering.
What the maintenance agreement price calculator does
Same method as our guide
Matches the worked example in How to Price HVAC Maintenance Plans line for line.
Margin, not markup
Price = cost ÷ (1 − margin), so 40% really is 40% of the price.
Monthly and yearly
The yearly price and the monthly equivalent to quote.
Price check
Shows the margin at a monthly price you're considering, such as a competitor's $19.
Break-even members
Fixed program costs ÷ profit per member, at your price.
- Visit cost
- hours × (loaded labor + truck + overhead per hour) + materials + re-service reserve
- Yearly cost
- visits × visit cost + admin per member
- Price
- yearly cost ÷ (1 − target margin); monthly = yearly ÷ 12
- Break-even
- fixed yearly program costs ÷ (price − yearly cost)
- Cost and privacy
- Free, no sign-up; your numbers stay in your browser
Maintenance Agreement Price Calculator FAQ
How much should I charge for an HVAC maintenance agreement?
Build it from your cost. With the guide's example, one tune-up costs $95.50, two visits and admin come to $206 a year, and a 40% margin puts the price at about $343 a year, or $29 a month. Published plans often sell for about $150 to $250 a year, so compare and decide how much the repair work has to cover.
What goes into the cost of a maintenance visit?
Tech time including drive at the loaded labor rate, truck cost per hour, any materials the plan includes such as a filter, overhead per hour, and a small reserve for callbacks that tune-ups generate.
How do I work out break-even members?
Divide the program's fixed yearly costs, such as marketing and software, by the profit each member brings in a year (price minus that member's visit cost). At $343 a year against $206 of cost, $3,000 of fixed costs needs 22 members.
Should the plan be priced monthly or yearly?
Monthly is easier to say yes to and keeps renewing; yearly brings cash up front. Many shops lead with the monthly price and offer a small discount for paying the year.
Does this work for plumbing and electrical plans?
Yes. The visits differ, such as a water heater flush and whole-home inspection, or a panel and GFCI check, but the method is the same: cost one visit, multiply, add admin and divide by one minus the margin.
Where the numbers come from
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