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HVAC membership visit-compliance

Keep every membership visit—and every renewal.

AgreeKeep is the agreement visit-compliance layer for mid-market HVAC. Roster × equipment × seasonal windows × completion %. Sold PM visits stop falling through the cracks.

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Works beside Jobber. Fraction of ServiceTitan Memberships economics. MCP for your ops agents · llms.txt

Checklists inspired by ACCA 4 QM guidance—not certification. Memberships are service plans, not warranties.

Sold ≠ delivered

Tune-ups miss the calendar; customers feel they paid for nothing. Spreadsheet shops report slipped visits and renewals.

Recurring jobs ≠ compliance

Jobber schedules visits; it doesn’t give a membership roster with season completion %. We sit beside Jobber.

ST solves it—at enterprise price

Memberships + Follow Up are first-class; mid shops often wait until hundreds of agreements. AgreeKeep undercuts that bill.

Missed visits are already on a roster. Open it.

See how season pulse and overdue work in two minutes. Start free creates your own empty Free shop (up to 25 agreements). Try demo opens seeded Demo HVAC — a Pro preview, not a Free plan.

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Membership ROI calculator

Conservative operator estimate from four inputs — no gate before the first numbers. Email a deeper shop brief after the free insight.

Full-page tool →
Model assumptions (conservative, fixed)
  • Compliance lift if visit tracking improves (pts): 12%
  • Share of added completions that become billable visits: 45%
  • Annual membership churn: 12%
  • Churn tied to missed visits / follow-through: 30%
  • Office chase time on missed tune-ups (hrs/week): 4 hrs/week
  • Loaded office labor rate: $52
  • PM visits one field tech can complete / year (capacity check): 220

Illustrative only — not a guarantee of savings, legal advice, or warranty coverage.

Operator estimate

$5,574

~$464/mo if visit compliance improves — recovered visits, chase time, and renewal pressure combined.

How this is derived

Sold visits / year500

250 agreements × 2 visits

Missed or open visits175

65% on-time → 325 completed

At-risk plan revenue (missed visits)$26,250

$150 per visit (plan value ÷ visits sold)

Opportunity mix (estimate)

Recovered visit revenue$4,050
Chase labor back$714
Renewal / churn pressure$810

Recoverable visits / yr

27

Compliance after lift

77%

Chase labor today

$10,816

Chase time back (est.)

$714

Free insight above — company name, website, and work email unlock a deeper emailed worksheet (same numbers, plus enrichment when your site is reachable).

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HVAC trade headlines

Live RSS from trade publishers — cached hourly, with source and published time.

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The trade feed is empty. AgreeKeep is not showing placeholder headlines. The publisher feeds did not return items.

Briefings

2025–2026 refrigerant and labor pressure, on top of the old problem: membership visits that never get a date. Title pages are open. The full note is gated.

All resources →

2026 membership economics · the visit that never landed

The 2026 Shoulder-Season Trap: Sold Memberships, Missed Visits, Quiet Churn

Shops repriced maintenance agreements this year against higher technician wages and truck cost. The failure mode did not change: a tune-up sold in July is still unscheduled in October, and the renewal feels like the customer paid for nothing.

  1. 01Peak-season sales still outrun shoulder-season capacity. The agreement is real. The visit is not on a board.
  2. 02A recurring job in the FSM is not a membership roster. It cannot tell you spring completion %.
  3. 03Churn at renewal is usually a fulfillment number wearing a sales costume.

Open the title page →

2025 refrigerant cutover · 2026 labor bench · utilization that lies

One Labor Bench, Two Refrigerant Playbooks: Tech Utilization After the 2025 A2L Cutover

EPA’s Technology Transitions rule restricted high-GWP refrigerants in new residential equipment beginning January 1, 2025. A May 2026 clarification lets shops keep installing leftover pre-2025 R-410A stock until it is gone. The technician roster did not grow to match the two playbooks. Membership visits are what gets bumped.

  1. 01New equipment and leftover R-410A stock now share one dispatch board.
  2. 02A full calendar can still hide a membership program that is not being delivered.
  3. 03Completion % is the utilization number that matches what the customer bought.

Open the title page →

ServiceTitan Memberships depth. Not ServiceTitan Memberships price.

Mirror the outcomes operators buy ST for—roster, seasonal windows, overdue, renewals, checklists—Free up to 25 agreements on your own shop, a separate Demo HVAC preview, Pro at $29/mo self-serve via Stripe, and sales-assisted tiers above that. We aim for a fraction of typical SMB all-in FSM bills; your quote may differ. Plus ask→build→ping: you name it, we ship, we ping you.

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Product tour

Guided walkthrough first — then open the Demo HVAC preview on the screens that matter.

See how it works
1

Season pulse — spring/fall completion %

2

Overdue inbox — schedule, snooze, forfeit

3

Batch schedule into shoulder capacity

4

MCP tools — overdue list, batch schedule, checklists

Ask hard. We build fast. We ping you when it’s live.

Near-immediate feature response is a primary differentiator vs Jobber’s glacial roadmap and ST’s enterprise release cadence—not a support nicety.

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Early shops include Demo HVAC (60 agreements), Northwind Comfort (~180), and Lakeside Heating — mostly Jobber-heavy, 50–400 agreements.