Scope of Services
Define preventive maintenance tasks, inspection intervals, lubrication points, seal and bearing checks, testing procedures, and what constitutes a billable repair versus covered maintenance.
A formal maintenance agreement reduces unplanned downtime, limits disputes over scope and cost, and documents compliance with environmental and safety rules.
Parties should confirm signatory authority, insurance coverage, and permit responsibilities before executing the agreement.
The Operations Manager signs for the facility owner and has authority to approve recurring service budgets, accept service reports, and request emergency responses. This person coordinates access, lockout/tagout, and environmental permits needed for onsite work.
The Field Service Manager signs for the vendor and is responsible for assigning technicians, maintaining spare parts lists, certifying completed work, and issuing warranty documentation for repairs and replaced components.
Define preventive maintenance tasks, inspection intervals, lubrication points, seal and bearing checks, testing procedures, and what constitutes a billable repair versus covered maintenance.
Specify response time SLAs for emergency repairs, regular service windows, and performance metrics such as uptime targets, head/flow tolerances, and vibration thresholds.
List fixed fees, time-and-materials rates, labor hour rates, parts markup, invoicing frequency, and payment terms including late-payment remedies.
Document parts ownership, warranty durations, lead times for critical components, and responsibilities for sourcing OEM versus aftermarket parts.
Assign responsibility for permits, confined-space entry, hazardous-waste handling, and compliance with local environmental rules; include required training and PPE standards.
Allocate risk for equipment damage, environmental releases, third-party claims, insurance minimums, and limits of liability to the extent permitted by law.
| Field | Configuration |
|---|---|
| Service Request Form | Create a fillable form with asset ID and fault description |
| Approval Routing | Route to operations manager for service authorization |
| Recurring Schedule | Automate monthly or quarterly maintenance reminders |
| Completion Report | Attach signed service report and parts used |
Ensure the chosen service can export tamper-evident signed PDFs and retain a detailed audit trail for compliance and dispute resolution.
List inspection frequency (monthly, quarterly, semiannual) as applicable
Define response time (e.g., 4 hours) for breakdowns
Standard terms often 30 days from invoice date
Specify initial term (e.g., 12 months) and renewal mechanism
Require written notice (commonly 30–90 days) before nonrenewal
Signed agreement is received and countersigned, creating binding obligations
Baseline condition assessment and commissioning checks performed
Routine visits occur per defined schedule and reports are submitted
Performance metrics and pricing are reviewed and adjusted as needed
A facility agreed SLAs and spare-parts pricing upfront
A municipal plant required vendor background checks and record templates
| Document Type | Notarization | Typical Use |
|---|---|---|
| Maintenance Agreement | ongoing preventive and corrective services | |
| Work Order | single repair or task | |
| Equipment Lease | possible | long-term equipment rental |
| Purchase Order | one-time parts or service purchase |
| 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 | Yes, 7-day 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 |