How-to
How do I create a service agreement a customer can sign on site?
Quick answer
Write the scope, price and cadence into an agreement, then have the customer sign it on the device before work starts. Daily Invoice Maker keeps agreement templates, drafts the document per customer, and captures a signature on the device — including offline, which matters because agreements are signed at the property, not at a desk.
A service agreement is what turns a customer into recurring revenue and what settles the argument about what was included. Most small operators skip it because producing one feels like a legal exercise, which it is not.
Step by step
Start from a template, not a blank page
Agreement Templates hold your standard scope and terms so each new agreement is an edit rather than a composition.
Draft it for the specific customer
Open Agreements and create one for the customer, pulling their details from the customer record so the document is not retyped.
State the scope in plain terms
What is included, what is not, how often, and what triggers an extra charge. Vague scope is the reason agreements get argued about later.
Set the price and the cadence explicitly
Amount, frequency and what happens if a visit is skipped. Ambiguity here becomes a billing dispute in month three.
Have the customer sign on the device
Capture the signature at the property. It stores with the agreement, and works with no connection.
Keep the signed copy with the customer
The signed agreement stays attached to that customer so you can produce it later without hunting through email.
What usually goes wrong
Nothing in writing
The most common state of affairs in small service businesses, and the reason scope arguments have no resolution.
Signed but not retrievable
A signature on a piece of paper in a truck is not much better than nothing. Store it against the customer.
Scope written in marketing language
"Full service" means whatever the customer wants it to mean. List what you actually do.
Try it on your own jobs
The free demo unlocks every feature for your first 7 invoices, 7 customers and 7 expenses — no account, no card. It runs 100% offline on Windows and Mac. $149.95 once to keep it, no subscription. The Android app is a separate Google Play purchase.
Questions
Does the signature work offline?
Yes. The signature is captured and stored on the device, so it works at the property with no signal.
Is a signature captured this way legally binding?
Electronic signatures are widely recognised, but whether a particular agreement is enforceable depends on its contents and your jurisdiction. For anything significant, have a lawyer review your template once — then reuse it.
Can I reuse one agreement across customers?
That is what Agreement Templates are for: one standard document, drafted per customer with their details.
Can I attach the agreement to invoices?
The agreement stays with the customer record. Invoices carry their own line items and any attached job photos.