Track ‘Em
Know exactly what customers have service/maintenance agreements, what type they have and when they’re due for visits or renewal.
Book ‘Em
Your maintenance visit schedule is automatically set so nothing falls through the cracks. Keeps customers happy and saves time!
Call ‘Em
Customizable phone and email reminders encourage customers to call and confirm a day and time for their maintenance visit. No more tracking THEM down!
Analytic…’Em
You get full reporting to see how your service/maintenance agreement program is performing with up-to-the-minute reports. How much are your agreements worth?
To Spiff or Not to Spiff
See who’s selling the most agreements with real-time commission reports. Make it a competition to see who can sell the most.
Constant Cashflow
See if you have any peaks or valleys in your business and adjust it to ensure you have a steady workload throughout the year.
Bring Them to Market
Equip your techs with sharp, customizable marketing tools and watch them confidently sell more service/maintenance agreements. There’s a whole library available—you choose!
Monthly is Preferred
Create monthly maintenance agreements that never expire so the money keeps coming in—no renewals needed! Customers prefer bite-size payments so you’ll sell more, too.
Get Into The Rhythm
Your team can easily see what accounts need to be collected for each month. All of your agreements are present and accounted for. Report, collect, repeat!
Easily manage all of your agreements customers from one location. With a dashboard showing you all of your past, tentative, scheduled and upcoming visits, life just got much easier!
Easily and professionally present your service agreement program. Track sales from field. Market to non-agreement customers and sell more plumbing, electrical, and HVAC service contracts.
Know at a glance exactly which customers need maintenance visits and when. Detailed reporting on every customer is available in an instant.
Automatically remind your customers when maintenance is due with customizable email and phone calls. They’ll call you to schedule their appointment which is a huge time saver!
Cloud-Based System
Automatic Agreement Scheduling
Customizable Marketing Materials
Scheduling and Tracking
Customizable Automated Reminders
Reporting and Analytics
Unlimited Free Training and Support
Service and maintenance agreement software with no setup fee, no contract, and no cancellation fee!
Can I record a personal greeting for my message?
Yes! You can add your own personal greeting to your emails and phone messages that Coolfront will send out.
Can the customer schedule their time with a link in the email?
Unfortunately not. The customer will have to call or email you to schedule.
Will Coolfront Agreements alert my customer that the maintenance plan is about to expire?
No, however, if you set them up for monthly billing the maintenance agreement contract continues until they cancel. If they are set up as a yearly contract, you will have to notify them to renew. So it is to your benefit to set up agreement customers for monthly billing.
Do you have an agreement contract to use as a reference?
Yes, on our blog and resource page we have information on how different contractors have set up their Service Maintenance Agreement program. Check it out here!
Does Coolfront Agreements integrate with Coolfront Mobile?
Currently, the two programs are separate. When an appointment has been scheduled in Coolfront Agreements you will simply create a new work order for the job inside Coolfront Mobile.
Is the marketing bundle available on its own?
Yes, if you wish to purchase the materials separately you can do so for a one time payment of $349 via PayPal. Otherwise the marketing bundle is included with your initial purchase of Coolfront maintenance agreements.
Is there an app for Coolfront Agreements?
Since Coolfront Agreements works on any browser, you can access the program on any phone, tablet or computer in your company!
Can customer payments be processed within Coolfront Agreements?
Coolfront Agreements has a partnership with Payment Processing Consultants where you could request a merchants account. We also have a partnership with Forte (a payment solutions company) where you could get access to the payment gateway using your merchant account. The Forte payment gateway can then be accessed directly from within Coolfront Agreements.