Scope of Services
Describe specific tasks (packing, white-glove delivery, installation, staging) and list excluded activities to prevent scope creep.
A focused agreement reduces ambiguity about responsibilities, protects high-value materials, allocates risk, and documents client approvals and acceptance criteria so disputes are easier to resolve.
Identify each party explicitly, list any subcontractors, and state the signatory authority to avoid later disputes about who can approve changes or accept completed work.
Describe specific tasks (packing, white-glove delivery, installation, staging) and list excluded activities to prevent scope creep.
Define delivery windows, installation dates, and acceptance checkpoints with remedies for missed milestones.
State fees, deposit requirements, invoicing cadence, late fees, and whether travel or storage costs are reimbursable.
Set limits of liability, required insurance (general liability, inland marine, cargo), and responsibility for damage during transit or installation.
Specify how and when the client accepts work, time to report defects, and procedures to create and resolve punch lists.
Clarify ownership or license of design deliverables, rights to use photographs, and restrictions on resale or reproduction.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel routing per project needs |
| Authentication | Email link, SMS code, or multi-factor options |
| Conditional Fields | Show or hide deliverable fields based on selections |
| Retention | Automatic PDF storage and audit trail retention |
Confirm HIPAA or industry-specific compliance needs before execution; ensure your provider can supply a Business Associate Agreement (BAA) when required.
Typically upon contract signing or within 7 days
State a clear window (e.g., 7–14 business days)
Fixed date or client-provided window
Client inspects within 3–7 days after installation
Due on acceptance or within agreed net terms
| 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 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 |
A boutique staging firm standardized its white-glove terms to cover shipping and installation liability
A property manager used a tailored agreement for model home staging to allocate responsibility for furniture installation and storage