How do service agreements work?
A service agreement is the sheet of paper you’d point at on the phone. We’ve written you one at signup; it lives under Service Agreements in the side menu, it’s yours to edit, and one is attached to every quote that goes out. The customer reads it before they accept, and it appears as an appendix in the quote PDF.
Start from the one we wrote you
Your account already has an agreement called Service Agreement, and it’s safe to send as-is. Two lines are worth a look before you do: it says you start clearing at 5 cm (2 inches), and that you aim to finish within 12 hours of snowfall ending. Change either to match how you actually work. If you carry liability insurance, use Insert insurance line — we deliberately left that sentence out, because it’s a claim about your business and only you can make it.
Write it like you’d say it
The editor is plain text, not a word processor. Start a line with ## to make a heading, start lines with - to make a bulleted list, and wrap **text** in double asterisks to bold it. Everything else is a paragraph. The preview on the right shows exactly what the customer will read, updating a few seconds after you stop typing — no saving needed to see it.
- ## What’s not included → a heading
- - Clear roofs, balconies, or decks → a bullet
- **If your quote includes salt.** → bold lead-in
Insert field fills in your details automatically
Insert field drops merge fields like {{tenant.company_name}} and {{tenant.phone}} into the text; they’re replaced with your real details on every quote. Only your company and property fields are offered here on purpose — a customer field would come out blank on a quote you send to a property before you know who owns it, and a blank in a legal document is worse than no mention at all.
Add a second agreement when one document won’t do
Add agreement lets you scope a document three ways: Everyone (the fallback), Commercial customers (anyone saved as a business), or Specific services. The third one offers All snow removal and All lawn care as whole-category picks, or you can tick individual services. An agreement scoped to services is only used when it covers everything on the quote — so a lawn document can never end up governing snow work.
Only one agreement goes on a quote — here’s which
When a quote could match more than one, we work down the list and stop at the first hit: Commercial → Specific services → Snow/Lawn → Everyone else. Commercial wins because a commercial agreement is about who you’re dealing with — access, priority, invoicing — and those terms hold whatever the service line. If two agreements both fit, the editor warns you and names the one that will actually be used.
What the customer sees, and what gets recorded
On the quote page the agreement appears under “What you can expect from us”, with the opening section open and the rest one click away, plus a line saying that accepting includes it. There’s no tick-box: accepting the quote is the agreement, and we record it properly — the exact wording the customer saw is frozen onto the quote at send, alongside who accepted and when.
Editing later never rewrites a quote you’ve already sent
Change your agreement whenever you like. Quotes already sent keep the wording they went out with — permanently — so you can never accidentally alter what someone already agreed to. Open any quote and you’ll see which agreement it carries: “will be included” while it’s still a draft, and the frozen name once it’s sent.
Archiving is the off switch, and it’s permanent
If you’d rather send quotes with no agreement at all, archive it. New quotes go out without one and nothing breaks. Archive works on every agreement, the built-in one included — it’s how you turn that one off. We won’t hand you the stock text back afterwards, though: an agreement you deliberately removed should stay removed.
Your agreement is the tenant-level document that goes on every quote. Per-quote wording — a one-off note for a single customer — isn’t the same thing, and lives on the quote itself.