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Free service agreement template for contractors

The short answer

A service agreement is a written contract that says what work you’ll do, how often, what isn’t covered, the price, how long it lasts and how either side can cancel, with both signatures. Pick your trade in this free template for typical visits and wording, change anything, then print it or save it as a PDF.

Sell yearly tune-ups, pumping or inspections on one page. Pick your trade to start from typical visits and wording, change anything, add your prices, then print it or save it as a PDF to sign.

Fill in your service agreement

Fills in typical visits and wording to start from. Changing it replaces what’s in the visits and wording below.
Visits and prices
Check your state’s rules for labor and materials.
Only promise what you can keep. Leave it empty to leave it out.
This version doesn’t renew on its own. Some states have rules for agreements that do.

Nothing is saved: print it or save the PDF before you close this page.

Your business name

Service agreement

Agreement #1001
Starts on: —

For

Customer name

Line items
DescriptionQtyPriceAmount
Scheduled maintenance visit2$0.00$0.00
Subtotal$0.00
Sales tax (0% on $0.00)$0.00
Total for this agreement$0.00

What’s covered

The scheduled visits listed above: we inspect, clean and adjust the equipment or system named in this agreement and tell you what we find.

What’s not covered

Parts, repairs, replacement equipment, emergency calls and anything not listed above. We'll quote those first. This agreement isn't a warranty or insurance and doesn't pay for equipment that fails.

What the customer gets for signing up

Priority scheduling ahead of non-agreement customers, and we'll remind you when your next visit is due.

Payment

Customer pays the total above when this agreement is signed. Repairs outside this agreement are quoted and approved before we do them.

How long it lasts

This agreement runs from the start date to the end date above. It renews only if we both agree in writing.

Cancelling

Either of us can cancel with 30 days' written notice. We'll refund the unused part of the price, less any visits already made at our regular rate.

Access and safety

Customer gives us safe access to the equipment on the agreed visit dates. If a visit has to be moved, either of us will give as much notice as we can.

Customer: ______________________   Date: __________

For your business: ______________________   Date: __________

How it works

  1. Pick your trade. The visits and wording fill in as a starting point.
  2. Add your business details, the customer and the dates the agreement runs.
  3. Set the number of visits and your price for each. The total adds up as you type.
  4. Read every section and change anything that doesn’t match how you work.
  5. Choose “Print or save as PDF”, then both sign it and each keep a copy.

Nothing is saved or sent anywhere. Not sure what to charge? The hourly rate calculator and markup calculator can help.

This template is a starting point, not legal advice. Rules on service contracts, renewals and cancelling differ by state. Have a local attorney read it before you use it with customers.

What to put in a service agreement

  • Who it’s between: your business and the customer, with the service address
  • What’s covered: the visits, how many and what you do on each
  • What’s not covered: parts, repairs and emergency calls, unless you include them
  • The price and when it’s due
  • When it starts, when it ends and whether it renews
  • How either side can cancel, and what gets refunded
  • Signatures and dates from both of you

Common questions

What is a service agreement?
A service agreement is a written contract between a business and a customer that sets out the work, how often it happens, the price, how long the agreement lasts and how either side can end it. In the trades it usually covers scheduled maintenance visits.
What’s the difference between a service agreement and a maintenance agreement?
In the trades, people use the two names for much the same thing. A maintenance agreement usually means scheduled tune-ups or inspections, while a service agreement can be broader and also cover repair work or response times. What matters is what the document says.
What should I charge for a maintenance agreement?
Start with what each visit costs you in time, travel and supplies, add your overhead and profit, then multiply by the visits a year. Many owners price it a little under what the same visits would cost one at a time, so signing up is worth it.
Should a service agreement renew on its own?
Renewing on its own keeps customers on your books, but some states require notice before renewal and an easy way to cancel. This template renews only when you both agree. Ask an attorney before you change that.
Can a customer cancel after signing?
Say how in the agreement. Separately, the FTC’s Cooling-Off Rule can give a customer three business days to cancel a sale made in their home, and some states add to it. Ask an attorney how it applies to the way you sell.
Can I promise to pay for broken equipment?
Be careful. Promising to repair or replace equipment that fails can make your agreement a regulated service contract or home warranty in some states. The wording here covers maintenance visits and says it isn’t a warranty or insurance.
Is this service agreement template free?
Yes. No sign-up, no watermark and nothing stored.

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Don’t let agreement calls go to voicemail

CoveDesk answers your calls when you can’t and texts you the details, so you can call back the customers who want a tune-up.