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Service Agreement / AMC Template(Free Download)

A free service agreement and annual maintenance contract (AMC) template for trade and field-service businesses: scope, schedule, pricing, and renewal terms.

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Service Agreement / AMC Template — Onboarding checklist preview

What's included

A free service agreement and annual maintenance contract (AMC) template for trade and field-service businesses: scope, schedule, pricing, and renewal terms.

Template specs

Difficulty
Beginner
Setup timeUnder 30 minutes
IndustryUniversal
Plan required
Free

Updated 2026-10-22

No credit card · Free forever

Recurring service work is the most valuable revenue a trade business has, and it leaks when the agreement lives in someone's memory. This template is a plain service agreement / annual maintenance contract: the parties, the covered equipment or property, the scope of what is and is not included, the visit schedule, the price and payment cadence, and the renewal and cancellation terms. It turns an informal maintenance arrangement into a document both sides can point to, so a skipped visit or an out-of-scope request is settled by reading the agreement rather than arguing. Pair it with a renewal tracker so the contract is re-offered before it lapses.

The Problem This Solves

Maintenance and service plans are often agreed by handshake, so scope drifts, visits are missed, and when renewal time comes nobody remembers the terms or even the date — and the recurring revenue quietly disappears. A written agreement with a clear scope and renewal date fixes the drift and makes the renewal a scheduled action rather than an afterthought.

Who It's For

HVAC, plumbing, electrical, pest-control, cleaning and facility-service businesses that sell maintenance contracts or recurring service plans and want the terms, schedule and renewal in writing.

Use Cases

  • Turn an informal maintenance arrangement into a written agreement both sides can rely on
  • Define exactly what the plan covers and what is billed separately
  • Set a visit schedule so maintenance actually happens on time
  • Record the renewal date so recurring revenue is re-offered before it lapses
  • Standardise terms across every customer instead of renegotiating each one

How to Use This Template

  1. 1

    Download the editable copy and fill in the parties and covered equipment or property

  2. 2

    Set the scope: list what is included and, just as important, what is not

  3. 3

    Set the visit schedule, the price, and the payment cadence

  4. 4

    State the term, renewal and cancellation terms clearly

  5. 5

    Have both sides sign; set the renewal date as a tracked reminder so it is never missed

Inside the template: sample data

The exact rows that ship with the Service Agreement / AMC Template download — replace them with your own records after import.

SectionWhat it covers
Parties & propertyProvider, customer, covered equipment or site
ScopeIncluded services; explicitly excluded work
ScheduleVisit frequency and timing
PricingFee and payment cadence
Term & renewalStart, end, renewal and cancellation terms

Frequently Asked Questions

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