Scope of Work
Describe each service activity—inspection checklist, testing procedures, replacement criteria, and any exclusions so technicians and owners share expectations.
A clear agreement reduces downtime, assigns safety and disposal duties, and preserves warranty rights while documenting recurring service expectations and costs.
The agreement is also used by contractors, property managers, and government entities that require documented service levels and liability allocations.
Describe each service activity—inspection checklist, testing procedures, replacement criteria, and any exclusions so technicians and owners share expectations.
Set response times for emergencies, scheduled visit windows, uptime targets, and remedies for missed service to align incentives.
Specify fixed fees, per-call charges, parts markup, payment terms, invoicing cadence, and late payment penalties to avoid billing disputes.
Assign responsibility for hazardous materials handling, disposal of spent batteries, required permits, and compliance with environmental rules.
State warranty duration for replaced parts, limitation of liability caps, indemnities, and exclusions for misuse or third-party modifications.
Define initial term, renewal mechanics, termination for cause or convenience, and post-termination obligations like final inspection or return of equipment.
| Field | Configuration |
|---|---|
| Service Schedule | Calendar field with recurrence |
| Equipment List | Repeating table or CSV upload |
| Authorization | Role-based signer order |
| Attachments | Permit and spec file fields |
Ensure the platform can retain signed records in tamper-evident form and export audit logs for inspections or dispute resolution.
Specify days between visits (e.g., 90 days) and acceptable rescheduling windows.
Define response time (hours) for critical failures and escalation steps.
State invoice due date, typically Net 30, and late fee calculation.
Require written notice within a set period, for example 30 days of discovery.
Set notice period for convenience termination, commonly 30–60 days.
Owner reviews scope and pricing; this starts the negotiation phase.
Both parties sign and the effective date is recorded.
Provider performs baseline testing and documents conditions.
Ongoing visits proceed per agreed schedule and logs are retained.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
The facilities manager or authorized owner representative generally signs to accept service terms, manage budgets, and authorize access. That person should have contract authority and be named in the signature block with title and date to avoid enforcement issues.
A signed representative from the vendor—typically operations manager or authorized officer—acknowledges obligations, warranty commitments, and emergency response obligations. The signer should have authority to bind the company and approve equipment work.
Check if contract law or site policy requires notarization or witness signatures.
Decide in-person notarization or Remote Online Notarization if allowed.
Arrange notary attendance or a RON session before signing.
All signers must present government ID per notary rules or pass RON identity proofing.
For RON, retain required audio-video recording per state rules.
Include notarization certificate or journal reference with the signed contract.
If witnesses required, record their names and signatures on the document.
Keep notarized copies and audit trail for retention and dispute defense.
Manufacturer datasheets, serial number lists, and installation diagrams help technicians select correct parts and follow warranty procedures when replacing batteries.
Local disposal permits, hazmat handling certificates, and any required environmental approvals should be attached when replacement or disposal is anticipated.
Baseline test reports and historical maintenance records provide context for recurring issues and support warranty or liability claims.
Provider insurance and certificate of insurance (COI) confirm coverage amounts for liability and property damage tied to maintenance activities.