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AGREEMENTTemplate preview · Example
01
Services
Onboarding audit and asset register; helpdesk support during business hours.
02
Fees and payment
Deposit before work starts, invoices due within 14 days, expenses at cost with approval.
03
Service levels
The provider responds to urgent requests within one business hour and to other requests within one business day. Response times are targets measured monthly.
04
Termination
Either party can end the agreement with written notice; work done to date is paid.
What a service agreement should cover
A service agreement sets out what you’ll deliver, what the client must do, how you’re paid and what happens if things change. For service providers, the clauses that matter most are usually service levels, term and renewal, fee review.
Clause
Why it matters
Services and exclusions
Defines the work and stops scope creep before it starts.
Client responsibilities
Makes dependencies explicit and ties your dates to them.
Fees and payment
Deposit, payment terms, expenses and late payment.
Service levels
The provider responds to urgent requests within one business hour and to other requests within one business day. Response times are targets measured monthly.
Term and renewal
The agreement runs for 12 months and renews for further 12-month terms unless either party gives 60 days’ written notice before a term ends.
Fee review
The monthly fee may be reviewed once a year, with 30 days’ notice, and when the number of users or devices changes by more than ten percent.
Termination
How either side can end it and what’s owed.
The template
Parties
Service provider: [Business name, address, email] (“the provider”)
The provider will deliver the managed service services described below, or in a statement of work signed by both parties.
[Onboarding audit and asset register]
[Helpdesk support during business hours]
[Monthly patching and monitoring report]
[Daily backups with a quarterly restore test]
2. Not included
[Support outside business hours]
[Projects such as office moves or migrations]
[Hardware and software licences]
3. Client responsibilities
[Administrator access to systems and accounts]
[A named contact who can approve changes and purchases]
[Notice of joiners and leavers]
If the Client’s inputs are late, delivery dates move by the same amount of time.
4. Fees and payment
Fee: [Amount and basis — fixed, hourly, day rate or monthly]
Deposit: [e.g. 30% before work starts]
Payment terms: [e.g. invoices due within 14 days]
Expenses: [Charged at cost with prior approval / included]
Late payment: [Interest or right to pause work, as allowed by law]
5. Changes to the scope
Either party can request changes in writing. The provider will confirm the effect on fees and timeline before starting any change.
6. Service levels
The provider responds to urgent requests within one business hour and to other requests within one business day. Response times are targets measured monthly.
7. Term and renewal
The agreement runs for 12 months and renews for further 12-month terms unless either party gives 60 days’ written notice before a term ends.
8. Fee review
The monthly fee may be reviewed once a year, with 30 days’ notice, and when the number of users or devices changes by more than ten percent.
9. Confidentiality
Each party keeps the other’s confidential information private and uses it only to perform this agreement, during the agreement and for [2] years after it ends.
10. Liability
[Limit each party’s total liability, e.g. to the fees paid under this agreement in the previous 12 months, and exclude indirect losses, to the extent the law allows. Have a lawyer draft this clause for your jurisdiction.]
11. Term and termination
This agreement starts on the effective date and continues until the services are complete, unless ended earlier.
Either party may end it with [14] days’ written notice.
Either party may end it immediately if the other materially breaches it and doesn’t fix the breach within [10] days of notice.
On termination, the Client pays for work done up to the termination date.
12. Independent contractor
The provider is an independent business, not an employee, and is responsible for their own taxes and insurance.
General
Entire agreement: this agreement (and any statements of work under it) is the whole agreement between the parties on its subject.
Changes: changes to this agreement must be in writing and signed by both parties.
Notices: notices are sent to the email addresses above, or as updated in writing.
Governing law: this agreement is governed by the laws of [jurisdiction], and the courts of [jurisdiction] have jurisdiction.
Signatures
[Party A]
[Party B]
Name
Title
Signature
Date
How to fill it in
Fill in both parties’ legal names and addresses, and the effective date.
Describe the services and deliverables, or reference a signed statement of work.
List exclusions and the client’s responsibilities, with dates where they affect yours.
Set the fee, deposit, payment terms, expenses and late payment terms.
Review the managed service-specific clauses, such as service levels, and adapt them to the project.
Have a lawyer review the template for your jurisdiction, then sign it before work starts.
Use it in Word, Google Docs or PDF
Microsoft Word
Download the Word (.docx) file and open it. If Word opens it in Protected View, select Enable Editing.
Use Find (Ctrl+F or Cmd+F) and search for “[” to jump between the placeholders you need to replace.
Save a clean copy as a Word template (File → Save As → Word Template) so every new document starts from it.
Google Docs
Upload the .docx file to Google Drive.
Right-click it and choose Open with → Google Docs, then File → Save as Google Docs to keep an editable copy.
Use File → Make a copy for each new client so your master stays clean.
PDF
Use Print or save as PDF in the template section above to print just the template, or fill it in Word or Google Docs first and export it (File → Save As → PDF in Word, File → Download → PDF document in Google Docs).
Example: key terms for Bluefold IT Services and Marlowe & Reed Solicitors
How the main clauses read once filled in for a managed IT support. Both companies are fictional.
Parties and dates
Provider: Bluefold IT Services
Client: Marlowe & Reed Solicitors
Effective date: 1 March
Services
Onboarding audit and asset register
Helpdesk support during business hours
Monthly patching and monitoring report
Daily backups with a quarterly restore test
Not included
Support outside business hours
Projects such as office moves or migrations
Hardware and software licences
Fees and payment
Fee: $19,830.00 excluding tax, as itemised in the proposal
Deposit: $5,949.00 (30%) before work starts
Payment terms: Invoices due within 14 days
Notice: 14 days’ written notice by either party
Service levels
The provider responds to urgent requests within one business hour and to other requests within one business day. Response times are targets measured monthly.
Term and renewal
The agreement runs for 12 months and renews for further 12-month terms unless either party gives 60 days’ written notice before a term ends.
Fee review
The monthly fee may be reviewed once a year, with 30 days’ notice, and when the number of users or devices changes by more than ten percent.
Common mistakes
Starting work before it’s signed. Most disputes start on projects where the terms were “agreed on a call”.
A scope described in one line. Reference a detailed scope or statement of work.
No change process. Without one, every extra request becomes a negotiation.
Copying clauses you don’t understand. If you can’t explain a clause to the client, ask a lawyer about it.
Angelwood’s proposal software builds proposals and agreements from your own templates, shows when the client has opened them and collects e-signatures, with a countersignature to execute the agreement.
What is the difference between a service agreement and a contract for a project?+
A project contract ends when the deliverables are accepted. A service agreement covers ongoing work, so it adds a term, renewal and notice periods, service levels and a way to review the fee.
Should a service agreement renew automatically?+
Automatic renewal avoids a gap in service, but state it plainly and give a notice period that is easy to meet. Some places restrict automatic renewal terms, so check the rules where you and the client operate.
Is a contract template legally binding?+
A template becomes binding once the parties agree and sign it, if it meets the legal requirements where you are. Whether it protects you depends on what it says, so have a lawyer review it for your jurisdiction.
Can contracts be signed electronically?+
In most countries, yes: electronic signatures are generally valid for business contracts like this one, with some exceptions for specific document types. Check the rules that apply to you.
Can I edit this template in Word or Google Docs?+
Yes. Download the Word (.docx) file and open it in Microsoft Word, or upload it to Google Drive and choose Open with → Google Docs. There’s also a Markdown version for any text editor. No account or email address is needed.
How do I save it as a PDF?+
Fill it in, then export it: File → Save As → PDF in Word, or File → Download → PDF document in Google Docs. On this page you can also print just the template or save it as a PDF from your browser’s print dialog.