Planning kit · instant download

Maintenance Plan Starter Kit

A planning checklist and worksheets for HVAC, pool and pest shops that want to offer a simple maintenance plan.

Plan menu worksheet: lay out up to 3 plans, with visits, what each visit includes and member perks.
Pricing worksheet: work out a plan price from your own cost per visit. Example math, not advice. Use your own numbers.
Member tracking sheet: who's signed up, their OK to get plan texts, visits left and renewal dates.
4 short reminder texts you send yourself: welcome, visit due, visit reminder and renewal.
A launch checklist and a list of questions to bring to your lawyer.

Pricing worksheet: example math only. Results vary and are not guaranteed.

Cover of the Maintenance Plan Starter Kit

$19 one time

7-page PDF guide plus 1 workbook (Excel or Google Sheets), in one zip file. Download it right after checkout.

Sold by Gregg Silverman, doing business as Eternal Spring. Mailing address: 27702 Crown Valley Pkwy Ste D4 #2006, Ladera Ranch, CA 92694.

To receive our legal name and mailing address by email, email support@eternalspringai.com.

Not useful for your business? Email us within 30 days for a full refund.

Refunds: email sales@eternalspringai.com within 30 days of purchase for a full refund. For use in your own business; please don't resell or share.

Heads up: plans that promise repairs, parts or repair discounts over a set time may count as "service contracts". Some states, including California, regulate them (required terms, and for sellers, funding or insurance rules). Plans that renew on their own also have sign-up, reminder and cancellation rules. This kit is a planning checklist only. Have a lawyer check your plan terms before you sell one.

Plans that renew on their own have rules in California: clear terms before signup, the customer's OK, an easy way to cancel, and reminders (Bus. & Prof. Code 17602). Ask a lawyer to check yours.

A peek inside

Reminder text for a visit coming due:

[Business]: Hi [First name], your [spring check] ([plan name]) is due. Reply with a day that works. Reply STOP to opt out.

Plan ideas by trade

Starting points for HVAC, pool and pest plans. You pick the visits, perks and price.

Renewal dates on their own

Enter a start date and plan length and the sheet fills in the renewal date for you.

A checklist, not a contract

No plan terms or agreement are included. Your lawyer writes or reviews those.

These are general examples to help you organize your own paperwork. They are not legal, tax or accounting advice, and not a contract. Laws vary by state and trade and change over time, so have a lawyer licensed in your state review any contract, plan or notice before you use it. For use in your own business; please don't resell or share. Not useful for your business? Email us within 30 days for a full refund.

Questions? Call or text (949) 415-8021 or email sales@eternalspringai.com.