Free Service Agreement Template
A print-ready maintenance / service agreement template. Adapt to HVAC, plumbing, pest control, landscaping — any trade with recurring service.
This is a starting template, not legal advice. Have an attorney review before using in your jurisdiction.
This Service Agreement ("Agreement") is entered into on [Date] by and between [Your Company Name] ("Contractor") and [Customer Name] ("Customer") for service at [Service Address] ("Premises").
1. Scope of services
Contractor agrees to provide the following services on the Premises:
- [Service 1 — e.g., "Spring HVAC tune-up: filter replacement, coil cleaning, refrigerant level check, electrical inspection"]
- [Service 2 — e.g., "Fall HVAC tune-up: heat exchanger inspection, blower cleaning, ignition test"]
- [Any priority response, discount on repairs, or member benefits]
2. Schedule
Scheduled visits will occur [frequency — e.g., "twice per year, in March-April and September-October"]. Contractor will contact Customer at least [N] days before each visit to schedule a specific date and time. Customer agrees to provide reasonable access to the Premises for scheduled service.
3. Pricing & payment
Customer agrees to pay:
- Annual fee: $[amount], billed [annually / monthly at $[X]/month]
- Payment method: [auto-pay credit card / ACH / check on receipt of invoice]
- Late fees: [X]% per month on past-due balances
- Member discount: [X]% off labor and parts on any non-covered repairs during the term
4. What's included
Routine inspection, cleaning, and minor adjustments performed during scheduled visits. Standard maintenance materials (e.g., filters of standard sizes) are included up to a value of $[X] per visit.
5. What's NOT included
Repairs, replacement parts, equipment failures, refrigerant beyond top-off amounts, system upgrades, ductwork modifications, code upgrades, and emergency service outside scheduled visits. These items will be quoted separately. Member-discount pricing applies.
6. Term & renewal
This Agreement begins on [Start Date] and continues for [12 months]. The Agreement automatically renews for successive [one-year] terms unless either party provides written notice of non-renewal at least [30] days before the end of the current term. Pricing for renewal terms may be adjusted; Customer will be notified of any change at least [30] days before renewal.
7. Cancellation
Customer may cancel this Agreement at any time with [30] days written notice. If services have been performed and the Customer cancels, the Customer is responsible for the pro-rated value of services delivered. Contractor may cancel for non-payment or repeated denial of access to the Premises.
8. Liability
Contractor maintains general liability insurance and workers' compensation coverage. Contractor is not liable for damage caused by pre-existing conditions, equipment beyond manufacturer-rated service life, or events outside Contractor's control (weather, power events, customer misuse).
9. Equipment covered
| System / equipment | Make | Model | Year / age |
|---|---|---|---|
10. Entire agreement
This Agreement constitutes the entire understanding between Contractor and Customer regarding the services described. Any modifications must be in writing and signed by both parties.
Why service agreements matter
Maintenance agreements are some of the highest-leverage revenue in the trades. They:
- Predictable recurring revenue. Knowing what's coming in next quarter changes how you staff and invest.
- Customer retention. Members call you first when something breaks — repairs are upsell, not new acquisition.
- Smoothed seasonality. Spring/fall tune-ups fill the slow months.
- Higher margins on repairs. Members are pre-sold on you; you don't compete on price for the next emergency.
Common pitfalls
- No auto-renewal clause. One year and the customer forgets to resign. Auto-renewal with notice is standard.
- No price-adjustment clause. Locking in pricing for life means you're losing money in year 3 to inflation.
- Vague scope. "Tune up the unit" gets reinterpreted. List specific tasks (filter, coil, refrigerant check, etc).
- No tracking system. The contract is signed; six months later nobody auto-schedules the next visit. Use software (or a calendar reminder system) so the visit doesn't fall through.
Auto-scheduling agreement visits
The biggest hidden risk with service agreements is forgetting to deliver them. A tracking spreadsheet works for 5 contracts. At 50, it doesn't. CrewConductor's recurring-services tool auto-schedules each visit on its cadence, sends the customer a reminder, and pre-fills the work order — so the program runs itself.
Start a free 14-day trial to see it work.
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