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Business Services Schedule

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Business Services Schedule

This Business Services Schedule (the "Schedule") is entered into pursuant to the Master Services Agreement dated between:

Client Name:

Service Provider Name:

RECITALS

WHEREAS, Client and Service Provider are parties to the Master Services Agreement, and the parties desire to set forth specific services, fees and terms applicable to the services described in this Schedule; and

WHEREAS, Service Provider represents that it has the capability and experience to perform the services described in this Schedule and agrees to perform such services in accordance with the terms of the Master Services Agreement and this Schedule; and

NOW, THEREFORE, in consideration of the mutual covenants contained herein, the parties agree as follows.

1. SCOPE OF WORK

Service Provider will perform the services and deliver the deliverables described below. The Scope of Work shall include all tasks, deliverables, timelines and acceptance criteria necessary for completion.

2. PAYMENT TERMS

Compensation for the services described in this Schedule shall be as follows. All fees are exclusive of taxes unless otherwise stated. Client shall pay Service Provider in accordance with the schedule set forth below.

Fixed fee Time and materials Milestone-based

Late payments shall accrue interest at % per month or the maximum rate permitted by law, whichever is less. In addition, Service Provider may suspend services for overdue invoices upon seven (7) days' written notice.

3. EXPENSES AND REIMBURSEMENT

Client shall reimburse reasonable, pre-approved out-of-pocket expenses incurred by Service Provider in connection with performance of the services. Reimbursable expenses must be invoiced with receipts and in accordance with Client's expense approval process.

4. CHANGE ORDERS

Any change to the Scope of Work or fees will be effected only by a written change order signed by authorized representatives of both parties. Change orders shall specify adjustments to scope, schedule and compensation.

5. TERM AND TERMINATION

This Schedule shall commence on and shall continue until unless earlier terminated in accordance with this Section.

Either party may terminate this Schedule for material breach by the other party if the breaching party fails to cure the breach within thirty (30) days after receipt of written notice specifying the breach; provided that payment obligations for services performed prior to termination shall survive.

6. CONFIDENTIALITY

Each party shall treat as confidential all information disclosed by the other party that is marked confidential or would reasonably be understood to be confidential given the nature of the information and the circumstances of disclosure ("Confidential Information"). Confidential Information shall not include information that is publicly available through no breach of this Schedule, already known to the receiving party prior to disclosure, or independently developed without use of the disclosing party's Confidential Information.

The receiving party shall: (a) use Confidential Information solely to perform its obligations under this Schedule; (b) restrict disclosure to employees, contractors or agents who have a need to know and are bound by confidentiality obligations at least as protective as those herein; and (c) exercise at least the same degree of care to protect Confidential Information as it uses for its own confidential information, but in no event less than reasonable care.

Confidentiality obligations shall survive termination of this Schedule for following termination, except with respect to trade secrets for which confidentiality obligations shall continue for as long as such information remains a trade secret under applicable law.

7. INTELLECTUAL PROPERTY

Unless otherwise set forth in writing, Service Provider shall retain ownership of its pre-existing intellectual property and methodologies. Deliverables created specifically for Client under this Schedule shall be owned by Client upon full payment, subject to Service Provider's rights to reuse general skills, techniques and know-how. Any license granted is non-exclusive, worldwide and royalty-free only to the extent expressly stated.

8. LIMITATION OF LIABILITY AND INDEMNIFICATION

Except for liability arising from gross negligence, willful misconduct, breach of confidentiality or indemnification obligations, each party's aggregate liability under this Schedule shall not exceed the total fees paid by Client to Service Provider under this Schedule during the twelve (12) month period preceding the event giving rise to liability. Client shall indemnify and hold harmless Service Provider from third-party claims arising from Client-provided materials or Client's misuse of deliverables; Service Provider shall indemnify Client for claims alleging that deliverables, as delivered and used in accordance with this Schedule, infringe a third party's intellectual property.

9. GOVERNING LAW

This Schedule shall be governed by and construed in accordance with the laws of without regard to conflict of laws principles. The parties submit to the exclusive jurisdiction of the courts located in that jurisdiction for disputes arising under this Schedule.

10. ENTIRE AGREEMENT

This Schedule, together with the Master Services Agreement, constitutes the entire agreement between the parties with respect to the subject matter hereof and supersedes all prior and contemporaneous agreements and understandings, whether written or oral. In the event of any conflict between this Schedule and the Master Services Agreement, the terms of this Schedule shall control to the extent expressly stated herein.

No amendment to this Schedule shall be effective unless in writing and signed by authorized representatives of both parties.

Client Printed Name:

By:

Date:

Service Provider Printed Name:

By:

Date:

Enter text✕

What a Business Services Schedule is and how it fits in a contract

A Business Services Schedule (BSS) is an attachment to a primary agreement that defines deliverables, pricing, billing cycles, service levels, reporting requirements, and change-order mechanics specific to a vendor or service line. It clarifies the scope of work and the operational rules that govern recurring services, professional fees, and acceptance criteria. The BSS is commonly used with master services agreements, statements of work, and procurement contracts and may be executed electronically consistent with the ESIGN Act (15 U.S.C. ch. 96) and state UETA provisions.

Why a clear Business Services Schedule matters

A well‑prepared BSS reduces billing disputes, sets measurable performance expectations, and streamlines onboarding. It creates a single source of truth for operational teams, procurement, and finance while supporting auditability and regulatory compliance.

Why a clear Business Services Schedule matters

Typical teams and roles that prepare or rely on a BSS

Keep the BSS accessible to stakeholders across legal, finance, and operations to reduce ambiguity and speed approvals.

  • Procurement and sourcing teams responsible for vendor selection and contract terms.
  • Finance and accounts payable teams that need billing schedules and invoicing rules.
  • Service delivery and operations teams that implement SLAs and reporting requirements.

Core sections every professional Business Services Schedule should include

A practical BSS groups information into clear sections—scope, pricing, timelines, acceptance, change management, and termination—to make responsibilities and remedies explicit.

Scope of Work

Describe services, deliverables, milestones, and excluded items so both parties share the same expectations and avoid scope creep.

Pricing & Rates

List unit pricing, time-and-materials rates, recurring charges, discounts, and effective dates to prevent billing disputes and enable correct invoice validation.

Service Levels

Define response and resolution times, uptime targets, performance credits, and measurement methods to make remedy triggers objective.

Billing & Invoicing

Specify invoice frequency, required backup data, payment terms, tax responsibilities, and invoicing contact information for efficient payments.

Change Orders

Establish the process, required approvals, documentation, and pricing adjustments for scope changes to ensure orderly modifications.

Term & Termination

State the schedule term, renewal mechanics, termination notice periods, and post-termination transition obligations for an orderly exit.

Stepwise process to complete and execute a Business Services Schedule

Follow this sequence to assemble, review, and sign the BSS with minimal rework and clear approvals.

  • 01
    Draft the Schedule: Collect scope, pricing, SLAs, and billing templates before drafting.
  • 02
    Internal Review: Legal, finance, and operations review for consistency and compliance.
  • 03
    Client Review: Share proposed schedule and resolve open commercial points.
  • 04
    Execution: Obtain signatures and distribute executed copies to stakeholders.

Typical digital workflow settings when preparing the schedule online

Configure workflow settings to match your approval process and authentication needs before sending the schedule for signature.

Field Configuration
Signer Order Sequential or parallel routing based on approval hierarchy
Authentication Email-only, SMS code, or KBA depending on risk
Reminders Automated reminder cadence and escalation contacts
Integrations Connect to CRM, ERP, or document storage for record keeping

Technical and integration considerations for eSigning and storage

Ensure the platform can export signed PDFs with certificates and store copies in your secure document repository for audit readiness.

  • Formats: PDF, DOCX, HTML, Excel
  • Integrations: Salesforce, NetSuite, Microsoft 365
  • Security: TLS 1.2/1.3 and AES-256

Where to send, file, or submit the executed schedule

After execution, route copies to fixed locations so teams can act on billing, delivery, and compliance obligations without delay.

  • Client Records: Send executed copy to the client's contract admin email.
  • Vendor Portal: Upload to procurement or vendor management system.
  • Finance: Provide invoice templates and executed schedule to AP team.
  • Secure Archive: Store signed PDF in encrypted document repository.

Common timelines and notice periods to include in a BSS

Identify the dates and recurring cycles that affect billing and performance measurement to avoid missed deadlines.

Effective and Start Date:

When services begin and billing starts (MM/DD/YYYY format).

Billing Cycle:

Monthly, quarterly, or milestone billing and due dates.

SLA Measurement Window:

Define monthly or quarterly measurement and reporting dates.

Change Notice Period:

Number of days required for price or scope changes.

Renewal Notice:

Advance notice for automatic renewal or termination.

Key milestones from draft to live service

Track milestone stages to coordinate approvals, onboarding, and first invoices.

01

Draft Completed

Schedule and appendices assembled for internal review.

02

Approval Obtained

Legal and finance sign-off secured before client review.

03

Executed

All required signatures captured and copies distributed.

04

Service Launch

Operational onboarding and first invoice issued.

Frequent preparation errors to avoid

  • Leaving pricing ambiguous (e.g., 'reasonable time') which creates billing disputes and subjective interpretation.
  • Omitting effective dates or conflicting dates between the master agreement and schedule, causing confusion about when obligations begin.
  • Failing to align SLA definitions with measurement methods, producing disagreement on whether credits apply.
  • Not confirming the authorized signatory, which can invalidate execution or delay implementation.

Contract risks and potential penalties from inaccuracies

Breach Liability: Damages or cure obligations
Payment Delays: Late fees or interest charges
Tax Exposure: Incorrect reporting or withholding
Operational Disruption: Service suspension or remediation costs
Regulatory Noncompliance: HIPAA or sector fines
Invalid Signature: Challenge to enforceability

Real‑world examples of Business Services Schedule use

These customer examples show how a schedule clarifies delivery and supports compliance in different organizations.

Optica Ventures — COO

Optica standardized schedules across repeat projects to reduce negotiations and invoicing friction.

  • The change reduced reconciliation time.
  • "The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers."

Fertility Centers of Illinois — Founder

The center digitized service schedules to speed patient intake and billing coordination.

  • Digital execution reduced physical paperwork.
  • "The airSlate SignNow team has been exceptional, responsive, the API has been great, and we're extremely happy that we chose airSlate SignNow as a company."

Typical eSignature pricing and capability snapshot for signing a Business Services Schedule

Compare common vendor starting prices and key capabilities relevant to signing and storing schedules. signNow is listed first per platform comparison practice.

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 by vendor Varies by vendor Varies by vendor Varies by vendor
Bulk Send Yes (Business Premium) Yes Yes Yes No
Audit Trail Yes Yes Yes Yes Yes
HIPAA Compliant Yes Yes Yes No No
Envelope Cap No envelope cap 100 envelopes/user/year Varies Varies Varies

Frequently asked questions and practical answers

Answers to common execution, enforceability, and storage questions to help avoid last-minute delays or invalid signatures.


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