Scope of Services
Clearly describe which equipment, locations, and tasks are included, exclude what is not covered, and attach inspection checklists or serial numbers as exhibits.
A formal Maintenance Service Program documents expectations, assigns liability, and establishes consistent workflows for recurring work. It reduces downtime, standardizes billing, and helps both parties manage risk and compliance.
Organizations and individuals who rely on recurring upkeep commonly use this program to define scope, schedule, and cost allocation before services begin.
Completing the program in advance supports procurement, budgeting, regulatory compliance, and efficient vendor management across facilities and equipment portfolios.
A Facilities Manager often signs on behalf of an organization when authority is delegated in procurement policy. They should confirm budget approval, insurance coverage, and vendor licensing before execution to avoid invalid agreements.
A business or property owner signing directly must ensure the contract identifies the legal entity, includes governing law, and matches corporate signature authority. Improper signatories risk contract unenforceability or later rescission.
Clearly describe which equipment, locations, and tasks are included, exclude what is not covered, and attach inspection checklists or serial numbers as exhibits.
Specify response and repair timelines, priority levels, and remedies for missed SLAs, including credits or termination rights for repeated failures.
State fixed fees, per-visit charges, parts pricing, invoicing cadence, payment terms, and late payment interest or suspension rights.
Define initial term length, renewal mechanics (automatic vs. notice-based), and early termination rights with any associated fees.
Require proof of insurance, limits, and indemnity coverage for property damage, bodily injury, and third-party claims arising from performance.
Describe how additional services are requested, priced, and approved—use written change orders to avoid billing disputes.
| Field | Configuration |
|---|---|
| Signer Order | Define sequential or parallel signing order based on approval needs. |
| Authentication | Choose email link, SMS code, or knowledge-based authentication for signers. |
| Conditional Fields | Show or hide pricing and insurance fields based on chosen options. |
| Integrations | Connect to procurement, accounting, or CMMS via API or native connectors. |
Ensure your platform supports the authentication, storage, and audit features your organization requires for legal and operational compliance.
| 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 | No | No | Yes, limited | Yes, limited |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
Program rights and obligations begin on the effective date entered.
Commonly Net 30 from invoice date unless otherwise specified.
Provide 30–60 days written notice to decline automatic renewal.
Require current certificates before policy expiration to maintain coverage.
Mechanic's lien deadlines vary by state; file promptly when required.
Customer reviews proposed scope and pricing before approval.
Execute program and collect insurance and any initial payment.
Provider schedules initial inspections and documents baseline conditions.
Conduct performance reviews and adjust SLA or pricing as needed.
| Criteria | Maintenance Service Program | Service Order |
|---|---|---|
| Scope | ongoing, multiple visits | single-task, one-off |
| Term | fixed or auto-renewing | specific date or completion |
| Pricing | recurring fees or retainer | one-time invoice |
| Signatures | authorized signatories required | operational acceptance often sufficient |
Martin Properties moved lease- and maintenance-related paperwork online to streamline operations.
Optica Ventures standardized customer-facing forms for service agreements and signatures.