Residential HVAC contractors
Agreement Renewal Recovery System — Multi-Branch System
Each branch gets its own configured workbook, and ownership gets a master dashboard comparing renewal rate and at-risk dollars across branches.
Everything included
- A separately configured workbook per branch
- Master Dashboard consolidating every branch
- Per-branch renewal targets and a group roll-up
- Standardised statuses so branch numbers are actually comparable
- Rollout guide: launch sequence, training, week 1/4/12 checkpoints
- Weekly branch report-out format and the four numbers to ask for
- Multi-branch business licence for internal use
- Onboarding sheet for adding a branch later
Who it is for
Contractors running two or more branches, or a group after acquisition.
What happens after you pay
The next five minutes
- 1You land on a thank-you page with your order reference.
- 2You answer 17 questions about your company — name, software, who will own the list, your numbers, the objections you actually hear.
- 3Your build is generated immediately from those answers. Not queued, not overnight — as soon as you press submit.
- 4The download link appears on screen and is emailed to you. It does not expire.
- 5You open 00 - START HERE.html and follow seven steps.
Preview
What the workbook looks like
| Customer name | Agreement tier | Annual value | Status | Next contact due | Due now? | Priority |
|---|---|---|---|---|---|---|
| Halvorsen residence | Gold | $348 | Not contacted | 2026-09-01 | DUE | A - expiring soon |
| Okafor residence | Silver | $228 | Attempt 1 | 2026-09-19 | — | A - expiring soon |
| Bertrand residence | Platinum | $588 | Not contacted | 2026-09-01 | DUE | A - expiring soon |
| Delacroix residence | Gold | $348 | Declined - price | — | — | C - low |
| Yusupova residence | Silver | $228 | Renewed | — | — | C - low |
| Amoah residence | Gold | $348 | Attempt 2 | 2026-09-04 | — | A - expiring soon |
Objection — "The price went up"
You're right, it did — and I'd rather explain it than have you find it on an invoice. It went from [OLD PRICE] to [NEW PRICE], which is [PRICE DELTA]. That covers [PRICE INCREASE REASON]. What hasn't changed is what it saves you: you're ahead of non-agreement customers when the system quits in July, you're at [REPAIR DISCOUNT] on repairs, and the tune-ups keep your warranty valid. One warranty denial costs more than the whole agreement. [FINANCING LINE]
Why it is written this way: Never dodge the increase or discover it mid-call. Name the old price, the new price and the reason.
Other tiers
The rest of the range
Starter System
You can see everything expiring in the next ninety days and start calling this afternoon.
Customised System
Pre-loaded with your company name, your agreement tier names and prices, your named owner and your seasonal timing.
Questions
Before you buy
Is this software?
No. It is a spreadsheet workbook, a written SOP and a script library delivered as a zip. Nothing to install, no subscription, no integration with ServiceTitan or Housecall Pro.
We already have ServiceTitan. Do we need this?
If you already run a disciplined renewal cadence with logged attempts, no. Most contractors have the membership list and no cadence against it — this supplies the cadence, the scripts and the accountability, which is the part software does not give you.
Will it work in Google Sheets?
Yes. The workbook is .xlsx and imports with formulas and dropdowns intact.
How fast do I get it?
The Starter System downloads immediately. Customised and multi-branch tiers go through a short intake and generate straight after you submit.
What if our agreements are on paper?
Then the first setup is a two-hour data entry job. It is also, in our experience, where contractors find the agreements nobody has served in eighteen months.
Do you guarantee a renewal rate?
No. The calculator projects from numbers you enter. Anyone quoting you a rate without seeing your base is guessing.
What is the refund policy?
14 days. Tell us what did not work — full policy on the refunds page.