Review criteria
- +Maintenance visits due and renewal highlighting
- +Recurring agreement revenue totals
- +Customer and equipment columns
- +Works in Google Sheets and Excel
HVAC Service Agreement Tracker in HVAC Business
The HVAC Service Agreement Tracker is a copy-ready spreadsheet for hvac business that tracks customers, plan, visits due, renewal, revenue. It opens unchanged in both Google Sheets and Excel, needs no add-ons or macros, and takes about 15 minutes to set up.
Last updated: August 2026
Excel workbook · opens in Google Sheets · 3 tabs · no sign-up
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What’s inside “HVAC Service Agreement Tracker”
Tabs: How to use · Agreements · OverviewFormat: Excel (.xlsx) · opens in Google SheetsSetup: About 15 minutesColumns: 10
Columns (grey = calculated for you)
- Customer
- Plan
- Equipment
- Annual fee
- Visits included
- Visits done
- Start date
- Visits remaining
- Renewal date
- Days to renewal
- Open the Agreements tab and replace the sample rows with your own — one row per entry. Formulas fill in automatically for new rows.
- Add each agreement with its start date; Renewal date is one year later and Days to renewal goes amber inside 30 days, red once lapsed.
- Update Visits done after each tune-up so you know who's still owed a visit before renewal.
- Using Google Sheets? Upload the file to Google Drive, then open it with Google Sheets (or File → Import in an open sheet). Formulas, dropdowns and highlights carry over.
The file opens locally on your device — nothing is uploaded, and you own the copy outright.
HVAC Service Agreement Tracker
About this template
It is built for people who want results without another subscription: hVAC shops selling maintenance agreements. The whole template is free to copy — there is no paid tier. Because it is a plain spreadsheet, you own your data outright and can shape every column to how you actually work.
Review evidence
What to verify before choosing HVAC Service Agreement Tracker
Use the review criteria below to decide whether this template fits your workflow.
Often worth considering when
- +HVAC shops selling maintenance agreements
- +Anyone tracking visits due against contracts
Pause before choosing when
- -Automatic visit scheduling and reminders
- -Field dispatch and GPS
About HVAC Business
Why people consider this option
- +Track service agreements, installs, and maintenance without paid field software
- +Never miss a maintenance visit you already sold
- +Quote installs with honest equipment-and-labor margin
What to review before acting
- -No dispatch, GPS, or on-site payment built in
- -Busy shops eventually need field-service software
Trust FAQ
Questions people ask before copying a template
Does the HVAC Service Agreement Tracker work in both Google Sheets and Excel?
Yes. It is built with standard functions and no macros, so it opens and works the same in Google Sheets or Microsoft Excel — on desktop or your phone.
Is the HVAC Service Agreement Tracker really free?
The core template is free to copy and use. There is no paid tier — download the Excel workbook, replace the sample rows with your own, and you are ready to work.
What does the HVAC Service Agreement Tracker track?
It tracks customers, plan, visits due, renewal, revenue. The workbook comes with these columns plus the formulas, dropdowns and highlights already set up. Replace the sample rows and the totals update as you go.