Most independent HVAC, plumbing, and electrical operators leave 20–30% of maintenance agreement MRR on the table every year — because they can’t see which AMAs are renewing, lapsing, or quietly under-priced until it’s already gone.
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The Numbers
This isn’t a hypothetical. A 300-AMA book at $25/mo is $7,500 MRR. A 15% lapse rate — which most operators don’t even track — is $1,125 every single month walking out the door quietly.
That’s the ceiling. Most shops hit 65–80% of it because lapses go undetected until renewal calls fail — weeks or months after the agreement quietly expired.
RollForge surfaces lapsing AMAs 30–60 days before expiry — when a proactive call converts at 3× the rate of a cold re-acquisition attempt.
Product
Connect your accounting software and FSM. RollForge maps every agreement to a renewal window, cohort retention trend, and lapse-risk score — automatically, every week.
Retention overview
Lapse-risk alerts — top 5
| Customer | Agreement | Expires | Last Contact | Risk |
|---|---|---|---|---|
| Hargrove Family | HVAC Gold · $39/mo | Jun 3 | 47 days ago | High |
| Stonebridge Rentals | Plumbing Plus · $22/mo | Jun 8 | 31 days ago | High |
| Davenport Commercial | HVAC Standard · $25/mo | Jun 14 | 18 days ago | Med |
| Whitfield & Co. | Electrical Basic · $18/mo | Jun 21 | 12 days ago | Med |
| Ortega Residential | HVAC Gold · $39/mo | Jul 1 | 5 days ago | Low |
Annotated mockup — actual data populated after connecting QuickBooks / Xero + your FSM
How It Works
Connect your accounting software and field service manager. RollForge tracks every agreement lifecycle, surfaces risk before it costs you, and generates a weekly AMA health report — automatically.
RollForge groups your maintenance agreements by cohort — when they were signed, what vertical, what tier — and shows you month-over-month retention rates. You see exactly where agreements are holding and where they’re bleeding out.
→ Weekly auto-generatedFor every AMA expiring in the next 30–60 days, RollForge calculates a lapse-risk score based on last-contact date, renewal history, and seasonal patterns. High-risk agreements surface in your weekly digest before the window closes.
→ Real-time alertsIf you run multiple shops or techs, RollForge breaks AMA MRR down by location. See which crews are growing recurring revenue and which ones have a lapse problem hiding in the aggregate. Weekly digest to your inbox.
→ Per-location breakdownFree 7-day trial. Connect your first shop in under 5 minutes. No setup fee, no spreadsheet tracking maintenance agreements by hand.
$500/mo after trial · Cancel any time · HVAC, plumbing, electrical operators only · See pricing tiers