HVAC service agreements only pay off if the visits happen and you can prove they did. Here's how to automate the cycle so each agreement generates its next visit, assigns your regular tech, and captures the before/after photo proof you need for warranty disputes.
The Business Case
Automating maintenance-agreement visits protects recurring revenue and gives you the warranty evidence manufacturers ask for.
How SodaDesk Solves It
Visits run themselves
Active agreements generate the next visit 14 days out automatically.
Before/after photo proof
Required unit photos give you warranty evidence when a manufacturer disputes a claim.
Readings with soft ranges
Out-of-range pressure or superheat readings raise a warning on site, before the callback.
Renewal-ready history
A full record of the season's visits makes renewals straightforward.
How It Works
Create a recurring contract per agreement
Set a frequency (quarterly or biannual) on a recurring contract for each service agreement. The contract drives the schedule, not a calendar reminder.
Lock the service checklist
Attach the HVAC service checklist once. Filter, coil, and refrigerant checks — with number fields and expected ranges — are captured identically on every visit.
Assign the default tech
Set the regular technician as the contract default so generated visits land on their field app automatically.
Let visits auto-generate
Active contracts create the next visit 14 days out automatically — on creation, on startup, and daily — with no duplicates.
Capture before/after proof
Required before and after photos of the unit are stored against each visit, alongside readings and the customer signature — the warranty evidence you need.
Show the work at renewal
The documented visit history makes the agreement renewal a simple matter of showing what was done all season.
Frequently Asked Questions
How are recurring HVAC visits generated?
Active service-agreement contracts auto-create the next visit when it's within 14 days — on creation, on startup, and daily — idempotently, so there are no duplicates.
Can I capture refrigerant and pressure readings?
Yes. Add number fields with expected ranges; an out-of-range reading raises a soft warning on site so it's caught early.
Will the same tech be assigned each visit?
Yes, if you set a default tech on the contract. Otherwise the visit is flagged unassigned in the owner's alert bell.
Does this do scheduling or invoicing?
No. SodaDesk automates recurring maintenance and job proof — not dispatch, quoting, or invoicing.