CRMBeginner✓ Release process: run on a live n8n instance

AgreementGuard: HVAC Service-Plan Renewal Tracker

AgreementGuard: HVAC Service-Plan Renewal Tracker ships as a ready-to-import n8n automation package: load the bundled workflow JSON, connect the credentials listed on this page, and activate it on self-hosted n8n or n8n Cloud.

Stop maintenance-plan renewals lapsing in your spreadsheet — daily renewal emails with a Stripe payment link, Slack visit tasks for the office, and a monthly plan-book health report from one Google Sheet.

Email customers automatically 30, 14, and 3 days before their service agreement renews
Include your Stripe payment link so customers can renew in one click — per-plan links supported
Nudge the office in Slack when a covered maintenance visit is coming due, so scheduled visits never slip
Log every reminder to a Reminder Log tab with send status for a clean audit trail
Deliver a monthly plan-book health report — active, lapsed, and due-soon agreements by tier
Never double-send: reminders are marked sent only after the email succeeds, and failed sends retry next day
Run everything from the Excel-style Google Sheet you already keep — no new software to learn

Google SheetsSMTP EmailSlack

n8n / workflow / hvac-service-agreement-trackerActual workflow — not a mockup

12 nodes · 12 connections · 1 trigger · 2 in-canvas notesExported from the workflow file you receive — scroll sideways to follow the full path.

One-time

$15

~10 min

setup time

Setup Service — optional live install and test. Choose your tier at checkout (not tied to this template's price).

Instant download after payment

Refund as per the Refund Policy for downloadable templates.

Email Support · 24h SLA

Lifetime updates

APIs required

Google SheetsSMTP EmailSlack

Already purchased?

Download AgreementGuard: HVAC Service-Plan Renewal Tracker

Paste the license key from your receipt. It must match this template.

How it works

Workflow summary

One workflow handles everything end-to-end.

1Runs every morning on a schedule in your shop's timezone
2Reads every service agreement from the Google Sheet you already keep
3Finds plans renewing in 30, 14, or 3 days and covered maintenance visits coming due
4Emails each customer a friendly renewal reminder with your payment link
5Posts a task to your office Slack channel so someone schedules the visit or follows up
6Logs every reminder and its send status to a Reminder Log tab, skipping anything already sent
7Once a month, emails the office a plan-book health report: active, lapsed, and due-soon agreements by tier

Deliverables

What's included with your purchase

Every checkout includes the same practical package so you are never hunting for missing files mid-setup.

01Workflow JSON exports ready to import into your n8n workspace (self-hosted or n8n Cloud).
02Step-by-step guide that walks credential creation, node-by-node checks, and activation.
03Credential checklist for Google Sheets, SMTP Email, Slack. Email support@n8ntemplatestore.com if you get stuck — replies within 24 hours (SLA).
04Perpetual (lifetime) use license Your one-time purchase includes an ongoing right to use this template package on n8n instances you control for your own automation — not for resale or public redistribution of the files as a product. Terms & conditions.
05We keep the copyright Workflow JSON, guides, screenshots, and bundled assets stay our copyrighted works (or our licensors'). Payment grants the limited license in our Terms only — it does not transfer ownership.

Need a second opinion before buying? Compare the full catalog, browse more CRM templates, see how n8n compares to Zapier and Make, or read the support policies.

Setup

Three steps to a running n8n automation

Import the workflow into n8n

Paste your API keys into the credentials panel

Press ‘activate’ — you’ll get your first report tomorrow morning

Support

Need help setting up this n8n template?

Beginner-friendly guidance is included. Our support team will help you if you get stuck — email support@n8ntemplatestore.com or visit support.

Email support

Replies within 24 hours (SLA)

Contact

Setup Service4 tiers — your choice

Optional live session — we install, configure, and test on a screen share. Add Setup Serviceat checkout and pick any tier; pricing is not tied to this template's list price.

Book setup

FAQ

About this template

How long does it take to set up AgreementGuard: HVAC Service-Plan Renewal Tracker?

Most people finish in minutes following the guide. If you’ve never used n8n before, budget an hour — the first workflow is always the slowest.

What if I get stuck?

Email support@n8ntemplatestore.com. Free basic support is included with every purchase, and you’ll get a reply from our team within 24 hours. If setup needs more than email, we can schedule a call.

Do I need to pay for Google Sheets?

API costs are separate and go directly to the provider — typically a few dollars a month at most for a solo business. Full breakdown is in the setup guide.

Can I customize the workflow?

Yes, completely. You own the .json — edit nodes, swap in your own prompts, re-wire the logic. Our support team can help you plan customizations over email.

What if it doesn’t work for me?

Refunds are issued only as described in our Refund Policy (https://n8ntemplatestore.com/refund-policy). Or add Setup Service at checkout for a live install and test session — pick any tier you prefer.