The Service Plan Builder: Maintenance Agreements That Pay Twice

In the worked example, a plan priced honestly from cost to serve — two 1.25-hour visits at burdened labor, materials, admin, and the real cost of the 10% member discount — carries a 29% margin. Fine, not thrilling. The thrilling part: 150 members produce $9,525 of plan profit and $17,950 more as a position — four replacement jobs a year won because you were already in the house with a ready quote, and repair spend that stops going to whoever answered fastest. Plus 375 tune-up hours — 47 tech-days — scheduled into the months that used to be quiet.

How it works

• Price the Plan — eight inputs → true cost per member, the floor price at your margin, and the margin check on the flyer-friendly price you actually choose
• The Real Payoff — product profit + position profit at your member count, with your own conservative capture estimates priced openly
• Sell It Without Selling — the kitchen-table moment, the word-for-word script, the diagnostic-credit close ("I can apply today's service fee to it"), what belongs in and out of the agreement, auto-renew with last year's findings, and why the plan price never haggles

Built for

HVAC and plumbing · lawn care and landscaping · pest control · garage doors, generators, water treatment — any trade with equipment worth visiting twice a year.

What you get

One .xlsx file, four tabs, instant download. Excel, Google Sheets, Apple Numbers, LibreOffice. No macros, no subscription. Every rate and estimate editable.