SD–CON–09 · United States · not scoped to any state · maintenance agreement and job forms
43-page contract · 12 sections · plus fill-in checklist, how-to guide and sources · 87 pages across 4 files
The plan renewed, the card was charged, and the customer says nobody ever told them it would.
Tick the box above to continue. The button stays off until you do.
An annual maintenance-plan agreement and job forms for an HVAC contractor, with the five pages the commodity versions leave out: a tune-up schedule written as dates rather than seasons, an inspection checklist per system type instead of one generic list, a service-call work order authorised before the money is spent, a warranty-terms disclosure that keeps the maker's promise and yours apart, and an auto-renewal notice signed on its own line with the first notice date diarised. 1,068 fill-in blanks across 13 sections. It carries no pressure, temperature rise, superheat target, combustion figure, torque or service interval anywhere, and no renewal notice period for any state: the first belongs to the manufacturer's instructions and the second to where you work. It cites no regulation.
Before a document is downloaded, Simply Digital checks that its listed information is still current.
Look inside
Real pages from the file you receive, not mock-ups. They are shown cropped and marked sample here. Tap any page to see it large.
What's inside
What lands in your inbox
You fill in the document itself and hand it on. The checklist is there so you do not leave a blank in it. Everything else is reference. Every file is a PDF you can type into on screen, or print and write on, so you need nothing else to use it.
The rest of the set
Businesses like yours usually start with these. It is where a trade starts, not a complete legal inventory of everything it could ever be asked for — no list on any website is that. Every line below says where it came from.
Showing what an HVAC / refrigeration contractor is asked to carry. It is the only trade on our list that needs this document.
HVAC / refrigeration contractor13 items on the list, two of them a multi-file kit rather than a single document. You are looking at one of them. We sell nine of the other twelve; three we do not have yet.
OURSNot a rule we can point at — this is what the trade gets asked for.
REGA regulator asks for this.
Also answers: Fall protection / written safety element.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
Named because leaving them out would make the list look complete when it is not. Tell us which one you need and it goes on the build queue with your trade attached.
OURSNot a rule we can point at — this is what the trade gets asked for.
OURSNot a rule we can point at — this is what the trade gets asked for.
COMPNot a rule we can point at — it is standard in this trade.
Your state can add to this. We have written down two places where this trade’s set differs from one state to the next. What we sell is written to the federal baseline, and a state that runs its own programme can ask for more than the federal rule does.
Print this checklistInside the file
01The agreement itself, 13 sections with 1,068 fill-in fields, as a fill-in PDF you can type into
02A 24-question page on the rules where you work, four of whose answers decide the whole renewal section
03A 12-row equipment schedule taken off the data plates, and a 20-line page saying exactly what is not covered
04A tune-up schedule written as due windows and attended dates, with a per-visit technician against each
05Seven inspection checklists by system type: common, cooling and heat pump, furnace, boiler and hydronic, ductless, air distribution, and controls
06A 26-line service-call work order with a parts and labour table and a signed authorisation taken before the work starts
07A warranty-terms disclosure that keeps the maker's promise, your labour promise and the parts promise apart, signed by the customer
08An auto-renewal notice with a separate client sign-off, a diarised date for the first notice, and blanks for the notice period that actually applies to you
Plain-English Monday actions
Questions
Section 9.1 records the term, whether and how it renews, the renewal price, when the charge is taken, the notice you send before renewal and how far ahead, and how the customer stops it. Section 9.2 is signed separately from the agreement; if a customer will not sign it, the document says to sell them a plan that does not renew on its own.
No. No renewal notice period for any state appears anywhere in it. The notice period and whether its wording is set by your rules are blanks, answered from the rules-where-you-work page for your own location.
Because a plan whose visits are described as spring and fall is a plan where both visits happen in August because nobody called. Section 4.2 records each visit's due window, the date booked, the date attended and the technician.
Section 6.3 is signed before the work is done. It records the diagnostic fee, the estimate and what it includes, how far it may be exceeded before you stop and call, the options offered including doing nothing, and what the customer chose, with a line for a telephone authorisation and its witness.
Official-source registry
These are the real rules this plan is built on. Every citation was read against the published text on the date shown above, and each link goes to the official source, not to a summary.
Exclusions
Before you buy
When the law behind this agreement moves, or a clause keeps causing an argument, we rewrite it and the new version lands in your account. You do not pay again. That applies to everyone who buys, member or not, for as long as we sell this document.
The files are yours the moment payment clears, so we do not give money back just because you no longer want them. You agree to that in the box above the button before you pay, not afterwards in small print.
If a file is the wrong one, will not open, is missing pages, or does not match what this page says, that is on us and we correct it at no cost, member or not. A version fitted to your business is either included with membership or $49 on its own. That promise is the reason the no-refund rule is fair.
Want this agreement edited to match how your business actually works? A non-member buys one tailored edit for $49, no membership needed, and it comes back within 2 business days. A Simply Current membership is $30/month and every fitted edit is included — it wins on the second edit.
One more time, plainly: this is a blank agreement and it is scoped to no state. Every state-specific figure in it is left blank for you to fill from your own, and whether what you write in holds is decided by your state's law, often your city's. Check yours before you rely on it.
