HVAC Service Contract Management Template

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Stay on top of your HVAC service contracts with this comprehensive template designed to help you monitor and manage service agreements. Prevent lapses in contracts and ensure timely service delivery to maintain customer satisfaction and a steady revenue stream.

This template includes tasks for reviewing existing contracts, setting up renewal alerts, analyzing contract performance, and more. It provides a structured approach to contract management, ensuring your HVAC business operates smoothly and efficiently.

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HVAC Service Contract Management for Priority Matrix

HVAC Service Contract Management in Priority Matrix

Efficiently manage and monitor HVAC service contracts to avoid lapses and ensure customer satisfaction.

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Proposed Tasks

Critical and Immediate

  • Review Existing Contracts - due in 1 week
    ☐ Identify active contracts ☐ Review service terms and conditions ☐ Check end dates
  • Establish Contract Renewal Alerts - due in 2 weeks
    ☐ Set up automated reminders for contract renewals ☐ Test alert system

Critical but not Immediate

  • Analyze Contract Performance - due in 1 month
    ☐ Analyze customer satisfaction ☐ Review service delivery performance ☐ Identify areas for improvement
  • Contract Management Training - due in 6 weeks
    ☐ Train staff on contract management system ☐ Review contract terms and conditions with staff ☐ Review procedures for contract renewals

Not Critical but Immediate

  • Update Contract Templates - due in 2 months
    ☐ Review current contract templates ☐ Identify areas for improvement ☐ Update templates as needed
  • Implement Customer Feedback System - due in 3 months
    ☐ Design customer feedback system ☐ Test system ☐ Implement system

Not Critical or Immediate

  • Review Contract Management System - due in 4 months
    ☐ Review effectiveness of contract management system ☐ Identify areas for improvement ☐ Make necessary changes
  • Update Service Pricing - due in 5 months
    ☐ Review current pricing ☐ Analyze market pricing ☐ Update pricing as needed