Most HVAC teams already do repeat work, but cash flow still swings because billing and renewal are manual.
The shift is simple: use recurring quotes to start a subscription, then let cycle invoices run automatically while your team focuses on delivery.
Subscription Plan Checklist for HVAC
- Define one plan per service tier (Basic, Priority, Premium).
- Attach included visits and response expectations to each tier.
- Set billing frequency (monthly, quarterly, or yearly).
- Add clear pause/cancel rules and customer consent terms.
- Create one recurring quote template per plan.
- Track active, paused, and renewal-pending subscriptions weekly.
Example Plan Structure
| Plan | What is Included | Billing |
|---|---|---|
| Basic Care | 1 seasonal tune-up + filter check | $19-$29/month |
| Priority Care | 2 seasonal visits + priority dispatch | $29-$49/month |
| Premium Care | 2 visits + diagnostics credit + after-hours priority | $49-$79/month |
Quote-to-Subscription Workflow
Create a Subscription Plan
Define frequency, price, and cycle limits so your team sells the same offer consistently.
Send a Recurring Quote
Customer reviews scope and terms, approves, and enters payment details in checkout.
Start Subscription Billing
Approved quote becomes an active subscription. Invoices are generated and charged each cycle.
Fulfill Each Cycle
Create and schedule service jobs per billing cycle, then monitor renewals and churn signals.
Want this running automatically?
ServiceHub automates follow-ups, reminders, and booking confirmations so nothing falls through the cracks.
How LeadDuo ServiceHub Helps HVAC Teams
ServiceHub connects recurring quotes, subscription billing, invoicing, and job fulfillment in one operational flow.
- Recurring Quotes to Subscription: Convert approved recurring quotes into active subscriptions with payment captured during checkout.
- Subscription Controls: Pause, resume, and cancel states are tracked in-app and synced with billing provider behavior.
- Cycle Invoices + Jobs: Each successful cycle can generate invoice records and service jobs so delivery is never disconnected from billing.
- Performance Visibility: Track active, past-due, and renewal-pending subscriptions to protect recurring revenue.
?FAQ: HVAC Subscription Plans
Should HVAC subscriptions be monthly or yearly?▼
Can I still run seasonal reminder campaigns?▼
What happens when a customer pauses?▼
Do I need a separate system for subscription reporting?▼
Build your HVAC subscription workflow
Set up recurring quotes, activate subscriptions, and run cycle billing without patching multiple tools together.