How to write a simple service agreement for repeat customers
Set expectations for visits, response and payment in plain words.
- List what is covered. Name the equipment or systems and the visits included.
- State the schedule. Say how often visits happen and how you will confirm them.
- Explain what is extra. Make clear which repairs, parts and after-hours calls cost more.
- Set payment terms. State when you bill, how the customer pays and what happens if payment is late.
- Say how to cancel. Give the notice and the way to end the agreement.
- Have it reviewed. Ask your attorney to review the wording before you use it.
Common questions
Do I need a lawyer to write one?
A review is wise. Rules on service agreements vary. Verify with your attorney.
How long should it be?
One or two plain pages is usually easier for customers to read.
See also the contractor guides and free tools.
General information, not legal or financial advice. Verify with your attorney or accountant.
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