Electrical service agreement software that signs the plan and keeps it billing

What goes in an electrical service agreement

Start with the visit, because that's the part the customer can picture. A residential electrical service agreement usually covers one safety inspection a year: open the panel and check for heat, loose lugs and corrosion, test the breakers and GFCIs, check the grounding and bonding, look over the surge protection, and walk the visible wiring, devices and exterior fixtures. Commercial and light industrial agreements go further, adding thermal imaging on the switchgear, generator and transfer switch exercising, emergency and exit lighting tests, and a written report the building owner can file.

Then the perks, which are what make it feel like a membership instead of a prepaid service call. The common set is priority booking, a discount on repairs and a waived trip or diagnostic fee. Only promise a perk your team will honour during a storm week, because a member who waits behind a non-member remembers it at renewal.

Last, the terms: the price, how often it bills, when it renews and how the customer cancels. Put all of it in one agreement the customer signs before the first charge, because that signed copy is what you point to when somebody asks why they were billed.

Where the free template runs out

Search for electrical service agreement software and half of what comes back is a downloadable contract. A template is a fine starting point for the wording. It just doesn't do any of the work that makes an agreement program worth running, so the jobs land back on whoever runs your office.

Somebody has to get the thing signed and keep the signed copy where it can be found. Somebody has to take the payment on the right day every month, and notice when a card expires. Somebody has to work out that the Hendersons are due their inspection in March and the strata on 4th Avenue is due in June. And somebody has to spot the twelve agreements quietly renewing next month with an outdated price on them.

A spreadsheet handles that for about twenty members. Past that, visits get missed and cards fail without anyone noticing, and the plan starts costing you the goodwill it was supposed to buy.

Put every member on auto-pay

Card-billed plans charge the member's card through your own Stripe account on each renewal date, monthly or yearly, and send the receipt automatically. The money lands in your account, and Service Plan Pro takes no cut of it.

When a card fails, Stripe retries it over several days, the member gets an email with a link to update it, and the membership shows as past due in your dashboard beside the revenue at risk. Members get a renewal reminder before their date, and the agreement renews on the same terms until somebody cancels it.

Signing up is something the customer can finish on their own. A shareable enrolment link lets them pick the plan, fill in their details, sign the agreement and enter a card from their phone, so the electrician can send it from the van before leaving. Existing members come across from a CSV, an Excel file or Google Sheets, each with their own agreement to sign. The service agreement billing page covers both billing methods in full.

Getting the inspection visits on a calendar

The visit schedule is worked out from each member's own enrolment date, so annual inspections spread across twelve months instead of all landing in the week you launched the plan. You pick annual, twice a year or quarterly per plan, which covers a once-a-year residential safety check and a quarterly generator and emergency lighting round on the same system.

Every due visit shows on the Schedule page, the whole calendar downloads into Google Calendar, Apple Calendar or Outlook, and members get a reminder ahead of their visit. The member portal shows each customer their own plan, perks, visits and billing, which heads off most of the calls asking what the plan actually includes.

Electrical maintenance agreement software without replacing your job system

Most electrical maintenance agreement software arrives inside a full field service platform, with agreements as one feature among dozens, which means switching everything to get the one piece you wanted. Service Plan Pro is the narrow version. It runs on its own with no field service app behind it, and it does four jobs: get the agreement signed, charge on time, put the visits on a calendar, and tell you who is about to lapse.

You build each plan with a name, a price, a billing interval and a visit frequency, starting from a trade-neutral template, then write the perks in your own words. The agreement wording is yours too: edit the template under Settings and every new agreement uses it, with the plan name, price and perks filled in per member.

Connect ServiceM8 and each due visit becomes a job card on the dispatch board. Connect QuickBooks Online and paid invoices, their payments and your Stripe payouts post to your books once a day, each payout as one deposit with the fee on its own line. HVAC and plumbing companies run the same product under their own vocabulary, on HVAC maintenance agreement software and plumbing maintenance agreements.

What it costs

Starter is $29 USD a month for up to 100 active subscriptions, Growth is $59 USD for up to 500, and Pro is $99 USD with no limit. Every plan includes signed agreements, card billing and recurring invoices, the visit schedule, failed payment recovery and the member portal. There's a 14-day free trial with no credit card. Before you price yours, the maintenance plan revenue calculator turns a price, a visit frequency and a sign-up rate into what the program would earn over a year.

Electrical service agreements, answered