FREE TOOL — PLAN ROI
HVAC Maintenance Plan Pricing & ROI Calculator
Free, instant, no signup. Adjust the inputs and the numbers update live. Every result is a planning estimate.
Dues keep the lights on; pull-through repair and replacement work is where a membership base actually pays off.
The math, in plain terms.
A maintenance agreement has two profit streams, not one: the recurring dues, and the repair and replacement work members send your way because they call you first. Most owners price the dues to barely cover the tune-ups and stop there, missing that the real return is pull-through. A committed member base is a predictable pipeline of higher-margin repairs and system replacements that would otherwise go to whoever answers the phone that day.
Worked example: 400 members at $19 a month is $91,200 in annual recurring dues. Two included visits a year at $55 to deliver each costs $44,000, leaving $47,200 in gross profit on the dues alone. Now layer in pull-through: if each member averages $180 a year in repair and replacement work at a 45% gross margin, that adds 400 × $180 × 0.45, or $32,400. Total program profit lands near $79,600 — roughly $199 per member per year, several times what the dues line shows on its own.
What it means: the dues rarely make you rich by themselves — you're clearing a few dollars per visit after labor and materials. The program earns its keep because the member base scales high-margin work. Push the monthly price up or the delivery cost down and dues profit rises; grow member count and pull-through scales the whole thing at once. Watch the dues-only line, though: if it goes negative, you're paying members to stay and betting everything on conversion.
Questions, answered.
Should I price plans monthly or annually?
Either works; this tool uses a monthly price multiplied by twelve. Monthly billing usually lifts sign-ups and retention because the number feels smaller and painless, while annual prepay improves cash flow up front. Model both by adjusting the monthly figure — a $228 annual plan and a $19 monthly plan produce the same recurring revenue here.
How do I estimate pull-through revenue per member?
Pull your last twelve months of invoices and compare average repair-and-replacement spend for plan members versus non-members. The difference is your pull-through. The default is an adjustable placeholder, not a claimed average — real conversion depends on your techs quoting on site and your office following up on deferred work.
Why include a cost per visit?
Because a tune-up isn't free — it's tech time plus filters, capacitors, and materials. If your dues don't cover delivery cost, the dues-only profit line goes negative and only pull-through rescues the program. Putting that number in the open keeps your pricing honest and shows exactly how much a price increase or a shorter visit is worth.
Is this financial or business advice?
No. It's a planning estimate for modeling plan economics, not tax, accounting, or financial advice. Validate every input against your actual member data and your books, and confirm pricing decisions with your accountant before you roll out a new plan.
From spreadsheet to system.
Tracking per-member profit and repair pull-through across a growing plan base is the recurring-revenue math The HVAC OS runs automatically.
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