11.3 Service Agreements – Residential Agreement Sample Forms for Review

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Service Agreements - Residential Agreement Sample Forms for Review

There are numerous PDF forms and materials located here to demonstrate examples of structure for a residential service agreement program: the precision tune-up, the club agreement form, the multi-year club agreement presentation file and more.

Example Service Invoice

Here is an example service ticket with operational marketing aspects loaded into the invoice. Electronic invoices can be patterned directly after this structure, with signatures for declining recommended repairs as well as service agreement savings off today's repair. There is also a client survey, and a letter from the owner-GM thanking the client -- these are part of the perfect service call process for customer experience.

5 Page Document

Service Agreement Form

This is an example of a service agreement form that can be used to create a template for your company. It is a good process to involve those who will be completing the process to decide what type of specification for work your technicians believe is best to perform to create buy-in. The technical maintenance specification is also in this section.

2 Page Document

Technical Precision Tune-Up Work Order & PTU Renewal Form

This is the technical work form to complete the precision tune-up. As an example, customize your version with your technicians. In addition, this form is used in call center PTU marketing to communicate the value of multiple tune-ups versus the full year or multi-year club. This becomes the technical record for any maintenance done or repairs during a maintenance visit.

1 Page Document

Maintenance 5-Year Repair Guarantee

This form is the multi-year repair guarantee for the VIP club members. It denotes the repair(s) that would be covered under the company guarantee if the client remains within the guidelines. Various states do have restrictions and laws on compliance to keep or charge a customer to maintain a guarantee. Check with your state to validate the terms required.