What is a Maintenance Agreement?

by Team Tradify, December 11, 2024

One of the best ways to build stronger relationships with your customers is by offering ongoing care of products or systems you’ve installed. Keep your calendar full and your customers satisfied by using maintenance agreements to avoid last-minute call-outs and equipment issues.

Show you're a reliable choice with our free, editable Maintenance Agreement Template!

Low on time? Skip ahead!

What is a maintenance agreement
Why are maintenance agreements important for trade businesses?
How to create a maintenance agreement

1. What is a maintenance agreement?

A maintenance agreement outlines the terms and conditions for the routine upkeep of a product or system. Typically, these agreements will be set for high-usage equipment such as hot water systems, air conditioning units, and electrical or plumbing setups. For customers, encouraging a set schedule for inspections and repairs helps ensure that these systems remain in their best possible condition over time.

For trade businesses, maintenance agreements provide a unique opportunity to develop long-term customer relationships. They build trust, reduce unexpected repair requests, and guarantee recurring income.

2. Why are maintenance agreements important for trade businesses?

New customers come from good marketing, word of mouth, and a standout website. But if you want to ensure lasting success, encouraging repeat customers can make all the difference by offering benefits like:

Credibility: Offering maintenance services positions your business as professional and dependable.
Upselling opportunities: Routine visits allow you to identify potential upgrades or additional services, increasing your overall revenue.
Less emergencies: Regular maintenance helps prevent major breakdowns, reducing the number of annoying last-minute call-outs.
Ongoing revenue: Scheduled payments provide a steady income stream, making your cash flow more reliable.
Customer retention: Offering ongoing maintenance ensures you remain a trusted partner for your customers. Instead of a one-time service, you’ll be their go-to provider for regular upkeep.

3. How to create a maintenance agreement

Creating a maintenance agreement can be pretty straightforward. Follow these steps to get started:

Include products or services

Begin by listing the products or systems you’ll maintain. Focus on providing servicing for items that require regular upkeep, such as air conditioning units, plumbing systems, or electrical setups. This helps define the scope of your agreement and ensures you’re prepared to deliver consistent service.

Write terms and conditions

Outline exactly what’s covered in the agreement. Be specific about the services provided, their frequency, and any exclusions or warranties.

Set a clear pricing plan

Offer flexible pricing options—monthly, quarterly, or annual payments work well. Make sure customers understand what they’re paying for and how to pay you.

Check legal compliance

Include important clauses for liability, responsibilities, and cancellation terms. This protects both your business and your customers.

Simplify the process

Templates can save time and ensure your agreements are professional and thorough.

Get started with Tradify’s Maintenance Agreement Template.

Find everything you need for your business with these resources:

🏆 The best all-in-one management tool for trade businesses

Tradify is a job management app used by thousands of trade professionals to build better lives and businesses all over the world. It gives you all the features needed to manage and grow a successful trade business, including:

Start your 14-day free trial today. No credit card required. No pressure. Or take a look at Tradify in action during one of our weekly 30-min live walkthrough.