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.

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.

Stop forgetting to deliver service agreements.

CrewConductor auto-schedules recurring visits, reminds the customer, and pre-fills the work order.

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