For the customer, service agreements are a way to ensure that they’re getting what they expect from the service provider. For service providers like commercial service contractors, service agreements protect them against misunderstandings and provide a blueprint for service delivery. They can also be some of the most profitable parts of a commercial service business.

Creating service agreements doesn’t have to be complicated or time-consuming. Here’s a step-by-step guide to creating paperless, digital service agreements.

Draft the agreement instantly.

Once the scope of the agreement has been defined with the data filled in online on the field, you can instantly begin drafting the agreement without going back to the location multiple times and avoiding double data entry and typing errors due to messy handwriting.

You can build the agreement proposal professionally by including all relevant information, such as contact information, service details for each location, equipment data from location, describing each service and job, equipment needed to be serviced, recurrence of service, etc., – all this can be achieved thanks to the convenience provided by digitizing the process with field service management software.

Field service management software enables your workers to store information digitally while they’re on the job, making it simple for office staff to access and use, and making the scoping process faster and stress-free.

Get sign-off from both parties digitally.

 Send our service agreement to the customer via email. Your client will receive it within minutes, and approved electronically or ask for revisions without any hassle.

Once you’ve created the perfect service agreement with a professional template for your customer, get a digital signature instantly, saving valuable time and increasing your profits.

Automate recurring service jobs 

The field service management system will automatically create all recurring service jobs. This way, you never have to worry about forgetting to schedule service calls.

By automating service agreements, you can ensure that service is delivered as promised, your techs will know their jobs in advance, you will know your profitability, and customers will be happy with the service they’re receiving. It’s a win for everyone.

Deliver on your promises.

The final step is to deliver on your promises.  Keep track of jobs performed for each service agreement and keep track of the profitability.  Meet or exceed the expectations set forth in the agreement, and you’ll build a strong foundation for a long-lasting relationship with your customers.

In conclusion, with digital service agreements, you can go paperless and save time and money. Service calls can be automatically scheduled, and you can generate reports to see which agreements are profitable.

Whenever you’re ready…here are 3 ways we can help you grow your business:

  1. Claim your Free DEMO Session. If you’d like to work with us to turn your business more profitable, claim your FREE DEMO Session. Our founder personally gets through the process and understands your current situation. 
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