How to quote recurring service contracts
A service plan gives steady income in slow months.
- List what the plan includes. Visits per year, what is checked, and parts or labor discounts.
- Estimate your time and travel. Include drive time and paperwork.
- Price per visit, then per year. Make sure each visit covers its cost with margin.
- Spell out what is not included. Repairs, parts and emergency calls are common exclusions.
- Set renewal and cancellation terms. Put them in writing and verify with your attorney.
Common questions
Should I discount for annual prepay?
Many contractors do. Check it still covers your costs.
How many plan customers do I need?
Start small and track visit costs for a quarter before scaling.
See also the contractor guides and free tools.
General information, not legal or financial advice. Verify with your attorney or accountant.
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