A professional service agreement locks in today’s job and builds trust for tomorrow. Our free template helps you clearly outline your scope, set payment terms, and protect your business.
Professional printable reports
Clear scope of work section
Customizable company header
Google Sheets & Excel ready format
Fill in the “Company and Customer Information” tab first. This adds your logo and client details, making your agreement look professional.
Add your company logo, name, and contact details to establish your professional brand.
Enter your client’s name and service address for a clear job record.
This creates the professional header for your final, printable report.
In the “Service Agreement Details” tab, define the job. Use the SCOPE OF WORK and PROJECT SCHEDULE sections to set clear expectations for the project.
Write a detailed summary of all tasks in the SCOPE OF WORK field to prevent any confusion.
Set a clear Start Date and Completion Date in the PROJECT SCHEDULE section.
This ensures both you and the client are aligned on the project goals and timeline.
Enter your policies into the TERMS AND CONDITIONS field. This final step outlines all your warranties, liabilities, and cancellation terms.
Enter all your standard business policies and legal terms into the TERMS AND CONDITIONS box.
This text will appear on the final, printable agreement for the client to review and sign.
Once complete, save the “Printable Report” as a PDF to send to your customer.
A template is a great start, but our software saves you hours. Stop manual entry and connect your agreements to your entire plumbing workflow.
Get online approvals with one-click e-signatures, letting customers sign from their phone or email.
Automatically store all signed agreements securely in the customer’s profile so you never have to search for them.
Seamlessly convert a signed agreement into a scheduled job, a work order, and a final invoice in just one click.
See how Housecall Pro works for you. No credit card required.
In the competitive plumbing industry, a winning agreement is more than just a formality—it’s a critical business tool. Homeowners are often stressed when they call a plumber, and the professional who provides the clearest, most comprehensive agreement is the one who builds the most trust. A poorly structured or verbal-only agreement can make a potential customer question your professionalism, even if your technical skills are top-notch. It can lead to disputes over what was included, payment delays, and ultimately, damage to your reputation.
A professional plumbing service agreement template is the first step to solving this problem. It provides a standardized framework to present your terms clearly and accurately. Using a template ensures every contract you issue is detailed, transparent, and designed to protect you from liability and secure your payments. This guide will walk you through how to create an agreement that not only sets expectations but also helps you run a more profitable and less stressful plumbing business.
A great agreement leaves no room for doubt. It should provide the customer with all the information they need to confidently proceed with the work. Your agreement should be a clear, comprehensive document that details the proposed services, timeline, and all associated costs and terms.
Our Google Sheet agreement template is designed to be comprehensive yet easy to fill out. Follow these steps to create a professional contract for your next job. For your convenience, a copy of these instructions is also included on the ‘Instructions’ tab within the Google Sheet itself.
Important First Step: Make a Copy of the Template Before you begin, you must save a copy of the Google Sheet to your own Google Drive. The original template you receive is view-only. This ensures every user starts with a clean, original version. To make your own editable copy, simply:
Step 1: Customize with Your Business Information Open your copied Google Sheet and navigate to the “Company and Customer Information” tab. Replace the placeholder logo and enter your plumbing company’s name, address, and contact details. Save this version as your master template.
Step 2: Enter Client and Agreement Details For each new job, fill in the client’s information on the “Company and Customer Information” tab. Then, go to the “Service Agreement Details” tab and input the key dates and party information.
Step 3: Detail the Scope of Work and Payment Schedule On the “Service Agreement Details” tab, use the “Scope of Work” and “Payment Information” tables to provide a detailed outline of the services and the payment terms, including milestones and due dates.
Step 4: Review the Automated Document The template will automatically pull all your entered information into a clean, professional layout on the “Printable Report – Full Summary” tab. This automation prevents errors and ensures a consistent look for every contract.
Step 5: Save and Send Your Professional Agreement Once everything is filled out, review the “Printable Report – Full Summary” tab. To send it, go to “File” > “Download” and select “PDF Document (.pdf)”. A PDF is a non-editable format that is perfect for sending to clients for review and signature.
A well-crafted agreement does more than just outline work; it sets the stage for a successful project and a protected business.
A template is a huge step up from verbal agreements, but it’s still a manual process. You have to enter data, save files, and manually chase signatures. Housecall Pro’s software automates your entire agreement process, turning contracts into a seamless part of your job management workflow.
A clear, professional estimate is your most powerful tool for earning trust and winning more plumbing work. Our free template helps you present your pricing with confidence and transparency. When you’re ready to streamline your workflow and offer customers a seamless, modern experience, Housecall Pro has everything you need.
Try Housecall Pro free for 14 days — and turn every plumbing service agreement into predictable revenue and loyal customers.
A service agreement, once signed by both parties, is a legally binding contract. However, this template is a starting point and may not cover all specific circumstances or local plumbing codes and regulations. We strongly recommend having your finalized agreement reviewed by a legal professional to ensure it fully protects your business.
Yes. The template is completely free to download and use for your plumbing business. There are no hidden costs or subscriptions required to access the file.
Yes. To use it in Excel, open the Google Sheet, go to the File menu, hover over Download, and select Microsoft Excel (.xlsx). The file will download to your computer and can be opened with Excel.
Absolutely. The template is fully editable. You can modify, add, or remove any clauses in the “Terms and Conditions” section to match your specific business policies, warranties, and local requirements.
An estimate is a proposal sent before an agreement is made, outlining the expected cost of a job. A service agreement is a formal contract signed by both you and the client after they have accepted the estimate, legally defining the scope, terms, and payment schedule for the work to be performed.
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