Scope of Work
List specific tasks (inspection, cleaning, repair, parts replacement), model numbers or serial ranges if relevant, and any exclusions such as asbestos abatement or structural work.
A concise contract protects both the property owner and the contractor by recording responsibilities, risk allocation, and timelines in one place. It clarifies payment triggers, warranty coverage, and requirements for permits, inspections, and code compliance.
Identifying the right signatory and role for each party reduces execution delays and ensures obligations attach to the proper legal entity.
A corporate officer, property owner, or facility manager with authority to bind the owner entity. Confirm delegated authority if signing on behalf of a corporation or LLC; include job title and corporate capacity on the signature line.
An officer or authorized agent of the service company. If the contractor is an LLC or corporation, the signer should state their title and that they sign in a representative capacity to ensure enforceability.
List specific tasks (inspection, cleaning, repair, parts replacement), model numbers or serial ranges if relevant, and any exclusions such as asbestos abatement or structural work.
Define start and completion dates, routine maintenance intervals, emergency response times, and penalties or remedies for missed dates.
State fixed fees, hourly rates, parts markups, deposit amounts, invoicing cadence, and late payment charges or retainage rules.
Specify parts and labor warranties, warranty durations, and the process for reporting defects and requesting corrective work.
Assign responsibility for permits, inspections, and code compliance; require proof of contractor licensing and insurance where applicable.
Allocate risk through insurance minimums, indemnification clauses, limitation of liability caps, and fault-based responsibilities for third-party damage.
| Field | Configuration |
|---|---|
| Signature | Required for each signer; validate with printed name and title. |
| Date | Auto-populate upon signing in MM/DD/YYYY. |
| Attachments | Permit copies, licenses, and certificates required before final sign-off. |
| Approval Order | Set signer sequence: contractor → owner → facility manager if needed. |
Ensure the platform you choose supports retention exports and a complete audit trail to meet regulatory and warranty requirements.
A property manager requests an annual preventive maintenance plan with defined monthly visits
An aged boiler fails and requires immediate repair
Date contract obligations begin and determine warranty start
Define clear start and completion dates or measured milestones
File and obtain permits before commencing regulated work
Note parts and labor warranty start and end dates
Keep executed contract and related docs per retention policy
Signatures obtained and contract becomes binding
Site assessment and permit verification performed
Repairs, replacements, or maintenance activities completed
Final inspection, testing, and final payment processed
| 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 (Business Premium) | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes (BAA) | Yes | Yes | No | No |