Free service and maintenance agreement templates

Set out a recurring service plan: the visits, what each covers, what it does not, the price and how it is billed, and how it renews or ends. A template, not legal advice.

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35 tradesEach with its own lines and terms

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Your business

Logo

Add your logo

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Business name

Address

Phone

License number

Optional. Add it if your trade is licensed where you work.

Customer

Name

Job or billing address

Phone

Service agreement details

Service agreement number

Starts

Ends

Job

How it is billed

Not covered

What each year includes

DescriptionQtyUnitPrice

qty

Sales tax

Leave at 0 if your work is not taxed where you are.

Discount

Notes

Terms, renewal and cancellation

Plan price per year

$0.00

Service agreement, Yearly service plan

$0.00Subtotal

$0.00Tax

2Lines to price

This is a template, not legal advice. Check your state's rules before you use it.

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Your business name

Service agreement

Number: SA-1001

CustomerCustomer name

JobYearly service plan

How it is billed: Yearly, up front

Description	Qty	Unit	Price	Amount
Scheduled service visit	2	visit
Priority scheduling for repairs	1	each

Subtotal: $0.00
Plan price per year: $0.00
2 lines have no price yet

Notes

Repairs found on a visit are quoted before any work is done.

Terms, renewal and cancellation

This agreement runs for twelve months from the start date. Either side can cancel with written notice. Renewal only by agreement of both sides.

Customer signature

Contractor

Date

This is a template, not legal advice. Check your state's rules before you use it.

Pick your trade

Each one starts with that trade's own line items, terms and a worked example.

What a service agreement covers

A service or maintenance agreement is a promise of recurring work for a set price: so many visits a year, each with a list of tasks, plus any member perks such as priority scheduling or a repair discount. It keeps you on the customer's calendar between big jobs.

What to put in it

The start date and how long it runs.
The number of visits and roughly when.
What each visit includes, task by task.
What is not covered: parts, storm damage, work by others.
The price and how it is billed: yearly, monthly or per visit.
How it renews and how either side can cancel.

Not legal advice

This is a starting template, not legal advice. States have their own rules on service contracts, automatic renewals and cancellation, and some regulate home warranty style plans. Check your state's rules, and have an attorney read your agreement before you use it widely.

Pricing the plan

Work out what a visit costs you (time on site, drive time, materials and overhead), multiply by the visits, and add your margin. Our free maintenance plan pricing calculator walks through each step.

FAQ

What is the difference between a service agreement and a warranty?

A warranty promises to fix your own work if it fails. A service agreement sells recurring work, such as inspections or tune-ups, for a set price. Some states regulate plans that promise to repair or replace things for a fee, so check your state's rules.

Can a service agreement renew automatically?

Many do, but several states have rules on automatic renewal, such as notice before renewal and an easy way to cancel. Check your state's rules before you put automatic renewal in.

Monthly or yearly billing?

Yearly up front is simpler and gets you paid early. Monthly is easier for the customer to say yes to. If you bill monthly, take a card on file and say what happens when a payment fails.

Is this agreement legally binding?

It is a template, not legal advice. Whether it is enforceable depends on your state and on how it is used. Have it read by someone who knows your state's rules.