# Which HVAC systems handle maintenance agreements and recurring service visits rather than only one-off jobs?

<p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">Question for the HVAC reviewers here. Most field service tools are built around the call that came in this morning. Maintenance agreements work the other way round: the visit is owed, the revenue is already booked, and the system has to remember before the customer does.</p><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">Which<a class="a a--md" elv="true" href="https://www.g2.com/categories/hvac"> </a><a class="a a--md" elv="true" href="https://www.g2.com/categories/hvac">HVAC</a> platforms actually handle that? Three worth comparing:</p><ul>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/servicetrade/reviews"><strong>ServiceTrade</strong></a> is built for commercial HVAC, mechanical and fire contractors around delivering contract commitments alongside on-demand work, with asset histories tracked per site. Reviewers rate the field experience highly and ask for stronger accounts receivable reporting.</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/buildops/reviews"><strong>BuildOps</strong></a> targets commercial specialty contractors running service agreements alongside project work.</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/sera-systems-sera/reviews"><strong>Sera</strong></a> is a newer entrant well rated by residential service businesses running membership plans.</li>
</ul><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">For anyone running agreements at scale: what reminds you a visit is due, the software or a spreadsheet someone maintains?</p><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true"></p><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true"></p>

##### Post Metadata
- Posted at: 20 days ago
- Author title: Tech Consultant
- Net upvotes: 1


## Comments
### Comment 1

&lt;p&gt;The software should be the reminder once agreements reach any meaningful scale. I’d want each contract to generate upcoming service obligations automatically, assign them to the right customer and equipment, and flag anything approaching overdue status. If someone still maintains a spreadsheet to make sure contracted visits actually happen, the service-agreement workflow isn’t doing enough.&lt;/p&gt;

##### Comment Metadata
- Posted at: 18 days ago





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