Home Services Pro Toolkit
A complete toolkit for established home service companies, including an annual maintenance agreement and an in-depth home systems assessment
Get started with PocperA complete toolkit for established home service companies, including an annual maintenance agreement and an in-depth home systems assessment
Get started with PocperThis form records our labor warranty, the manufacturer’s parts warranty on equipment we installed, what is covered, what is excluded, and what you need to do to keep coverage valid (filter changes, annual tune-ups, etc.). Keep a copy with your home records and with the equipment manuals.
Customer name:
Service address:
Phone:
Email:
Original estimate # / contract #:
Warranty start date (same as completion sign-off):
Major equipment (type / brand / model / serial #):
Photos of serial-number plates (for manufacturer claims):
Labor / workmanship warranty period (months):
Parts warranty period (manufacturer, months):
Warranty expiration date:
Defects in our workmanship (leaks at joints we soldered, loose electrical connections we made, etc.)
Parts we supplied that fail within manufacturer warranty (we handle the claim)
Re-visit labor to diagnose a covered failure
Pre-existing conditions noted on the estimate
Customer- or tenant-supplied parts / fixtures
Damage from freezing, flooding, power surge, rodents, insects, or acts of God
Work altered or repaired by anyone other than our company
Normal wear, filter changes, and routine maintenance
Consequential damages (e.g., drywall patch, flooring, personal property)
Failure caused by lack of the maintenance listed in Section 4
Replace HVAC air filter every 90 days (or sooner if pets / allergies)
Flush water heater annually (or as printed on nameplate)
Keep outdoor condenser clear of leaves, grass clippings, and 2 ft of clearance
Schedule annual tune-up with us (required for manufacturer 10-year parts warranty on most HVAC)
Winterize outdoor hose bibs and exposed pipes
Enroll me in the annual maintenance plan (includes tune-ups, priority scheduling, 10% off repairs)
Plan tier (Basic / Plus / Premium):
Annual plan fee ($):
Preferred tune-up month:
Call or text the shop number on your receipt within 48 hours of discovering the issue. Have your estimate # and equipment serial # ready. Do not have another contractor touch the work first — that voids this warranty.
I have read and understand the coverage, exclusions, and maintenance requirements above
I consent to receive maintenance reminders by email / text
The Workmanship Warranty & Maintenance Plan Registration template is a ready-to-use form from Pocper's Home Services Pro Toolkit pack. Customize the fields to match your workflow, then share a link so clients can complete it and upload documents in real time.