Customizable: Personalize by adding your branding and customer information.
Easy to Use: Focus more on the job and less on paperwork. Simply fill in the blanks.
Print Ready: Download, print, and share your professional, auto-populated template.
Works Anywhere: Use the simple printable form at the office or on the jobsite.
This setup tab lets you quickly enter your company and customer details, which will then auto-populate your final, professional agreement.
Add your company name, address, phone, & logo in this tab for a professional, branded look.
Input the customer name, customer address, and customer phone number for this specific job.
Enter all company and customer details here once, and they will auto-appear on the agreement.
As the core of your agreement, this sheet lets you define the scope, payment, and legal details to fully protect your business.
Clearly outline the full description of services you will be performing for this specific client.
Detail the specific payment terms and the total agreement value to ensure you get paid on time.
Set the contract’s official start date, end date, and the governing law in this details tab.
This all-in-one report auto-pulls all your data into a final, printable document that lists the key features for review.
This final report auto-pulls all company details and client details into a clean summary.
It clearly displays the full description of services & all payment terms from the details tab.
This summary provides a final total agreement value & a dedicated section for signatures.
A single agreement is good, but recurring service plans build long-term revenue and customer loyalty by automating your maintenance jobs.
Automate all your maintenance plan scheduling and billing to save time and secure your cash flow.
Track all your active service plans and member benefits directly from the customer’s profile.
Build a stable, predictable, and recurring revenue stream for your business with service plans.
See how Housecall Pro works for you. No credit card required.
Relying on handshakes and verbal agreements is risky. Drafting a contract from scratch is complex and time-consuming. Our free template provides the professional structure you need to formalize job terms, build client trust, and protect your business from day one.
The Importance of Clear Service Agreements in the Trades
Verbal agreements often lead to disputes and unpaid work. A client might ask for “one more small thing,” assuming it’s included, while you see it as extra labor. This “scope creep” puts you in a difficult position, forcing you to either absorb the cost or risk a confrontation. This template eliminates ambiguity by clearly defining the scope, timeline, and payment terms before any work begins, ensuring both you and your client are always on the same page.
What Every Professional Service Agreement Should Cover
An effective service agreement is comprehensive, protecting both you and your customer. It must clearly outline every aspect of the project to prevent confusion and ensure a smooth process from start to finish. Your agreement should ideally include the following components:
Scope of Work: A detailed list of all services to be performed and materials to be provided. This clarity ensures customers understand exactly what they are paying for.
Payment Terms: Use the Payment Terms section to describe your payment requirements, such as when payment is due. This, along with the total agreement value, makes the process transparent for your client and helps secure your cash flow.
Project Timeline: An outline of the estimated start and completion dates. This manages client expectations and keeps the project on track.
Terms and Conditions: This section provides crucial legal protection, covering your workmanship warranty, liability limits, and cancellation policies.
Change Order Process: A defined process for how changes to the original scope will be proposed, priced, and approved. This protects you from scope creep and ensures you are paid for all the work you perform.
Our Google Sheet agreement template is designed to be comprehensive yet easy to fill out. Follow these steps to create a professional, binding agreement 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 Company and Customer Information Open the “Company and Customer Information” tab. Replace the placeholder logo and enter your company’s name, address, and contact info. Then, in the customer section, fill in the client’s name, address, and assign a unique customer number.
Step 2: Enter Agreement Details Go to the “Service Agreement Details” tab. Set the Date, then fill in the terms, including the Description of Services, Payment Terms, and the Start Date and End Date.
Step 3: Detail the Scope of Work and Payment Schedule On the “Service Agreement Details” tab, provide a detailed description of the services to be performed in the “Scope of Work” table. Then, fill out the “Payment Information” to define payment milestones, due dates, and amounts.
Step 4: Add Your Terms and Review the Automated Total Next, fill in the “Terms and Conditions” section with your business policies, warranties, and cancellation terms. The template will automatically calculate the “Total Agreement Value” at the bottom based on your entries, preventing manual math errors.
Step 5: Save and Send Your Professional Agreement Once all sections are complete, review the “Printable Report – Full Summary” tab to see the clean, professional version. To send it, go to “File” > “Download” and select “PDF Document (.pdf)“. A PDF is a non-editable format, perfect for sending to clients for signature.
How a Professional Service Agreement Helps Your Business
A well-crafted agreement does more than just outline work; it builds a strong foundation for a successful project and a truly trusted client relationship.
Builds Customer Trust Through Transparency: When a customer sees a clear breakdown of the scope of work and payment terms, it eliminates suspicion and confusion right from the start. They understand exactly what they are paying for and when, which builds immediate trust and makes them more confident in choosing you.
Sets Clear Project Expectations: The detailed scope of work in your agreement acts as a shared roadmap for the project. Both you and the customer have a clear, written understanding of what is included in the job. This prevents “scope creep” and protects you from performing frustrating, unpaid work.
Provides Legal Protection and Secures Payment: A signed agreement is a binding contract. It protects your business by formally documenting your terms and conditions. The defined payment schedule gives you leverage and a clear path for recourse if payments are late or delayed, ensuring you get paid for all your work.
A template is a huge step up from verbal agreements, but it’s still a time-consuming, manual process. You have to create new files, save them, and manually track signatures. Housecall Pro’s software automates your entire agreement process, turning contracts into a seamless, professional part of your workflow.
Enable Online Approval and E-Signatures: Make it incredibly easy for customers to say yes. With Housecall Pro, clients can view, approve, and electronically sign your agreements from their phone or email with a single click. This convenience closes deals faster and eliminates the hassle of chasing down signed paperwork.
Store and Track All Agreements in One Place: Stop searching through messy folders and lost emails. The software securely stores every signed agreement directly in the customer’s profile. You and your team will always have access to the correct document, whether in the office or in the field.
Convert Approved Agreements into Jobs: Once a customer signs, Housecall Pro allows you to convert the approved agreement into a scheduled job with just one simple click. All the details and line items are carried over automatically, saving you time and preventing costly data entry errors.
Automate Customer Communication: Keep your clients informed and impressed without lifting a finger. The software can send automatic notifications when an agreement is sent, viewed, and signed. This keeps the project moving forward and presents a polished, professional image to your customers.
A clear, professional service agreement builds trust and keeps your field service business protected. Our free template helps you set clear expectations, outline payment terms, and avoid misunderstandings. When you’re ready to streamline operations and deliver a modern, seamless experience for your customers, Housecall Pro has you covered.
Try Housecall Pro free for 14 days — and turn every professional contract into a smooth project, faster payment, and repeat business.
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 regulations. We strongly recommend having your finalized agreement reviewed by a legal professional to ensure it fully protects your business.
This template is designed for a wide range of service-based businesses, including general contractors, HVAC technicians, plumbers, electricians, landscapers, painters, and other home service professionals.
Yes. The template is completely free to download and use for your business. There are no hidden costs or subscriptions required to access the file.
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.
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.
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