Renewal tracking for HVAC service agreements

Keep HVAC maintenance-plan revenue from slipping away.

RenewPilot gives small HVAC shops one clean place to track expirations, queue reminders, and spot lost renewals before they quietly churn.

Start a 14-day trial See the dashboard

14
Agreements due in 30 days
$18.7k
At-risk revenue this month
9
Office follow-ups queued

HVAC office team reviewing service agreements and renewal paperwork

Illustrative renewal board

Upcoming expirations

4 accounts at risk

Acorn Plaza (sample)

Cooling + heating

Expires May 14

$2,880

Needs call

Juniper Suites (sample)

Rooftop package

Expires May 19

$4,600

Reminder queued

Maple Yard (sample)

Biannual maintenance

Expires Today

$1,940

Overdue

Summit Storage (sample)

Heat pump checks

Expires Jun 2

$1,260

Safe

How the first slice works

Built for office managers who need the next call list fast.

Load your agreement list

Add customer name, plan type, contract value, and expiration date so the office team stops working from stale spreadsheets.

See at-risk revenue first

RenewPilot highlights agreements expiring soon and totals the revenue attached to those accounts.

Queue follow-up reminders

Assign a call date, mark follow-up status, and keep the next conversation visible until it closes.

Why shops switch

A simple layer beside your existing field-service tools.

No dispatcher retraining. No multi-month rollout. Just an office-friendly renewal queue, reminder calendar, and export list for weekly follow-up.

Revenue-focused

Shows expiring agreements and value so the team can prioritize the biggest renewals first.

Reminder-ready

Turn a contract into a call date with one manual reminder instead of scattered sticky notes.

Exportable

Share the weekly renewal call sheet with the front office or owner in one click.

Visible status

Overdue, due soon, and safe agreements are easy to scan without opening each account.

Pricing

Simple pricing for the office team.

Choose a solo-shop plan for one office lead or scale into a multi-user workflow as the team grows.

View pricing

Solo shop

$39/mo

One office owner or manager keeping maintenance agreements visible.

Multi-user shop

$99/mo

Shared renewal queue for coordinators, dispatch, and ownership.

Get the first version live in your office workflow

Start a trial and bring your next renewal list into one queue.

Questions before rollout? Email callum.carraway@egbe.app and we will help you map the first batch of agreements.

Start trial