Forum Discussion

HUGEHomePros's avatar
HUGEHomePros
Verified Community Coach
22 days ago

How to Present Home Service Agreements Seemlessly

So we are in California and Home Service Agreements are a part of life. But did you know there is a place to put this in your contract so it covers your butt and your clients? At the bottom of your quotes there is a contract/ disclaimer section to put yours in easily. Do you have different types of jobs that require different disclaimers? Great - AnthonySalazar​ just did a post about templates. You can make a different contract for each one.

One thing to consider - not everyone reads this. Kind of understandable. These are the not fun things about a job. One idea is to make a fun video about what's in it and send it to them when they accept a quote. Don't judge, we made this video a couple years ago but it's a good illustration of what you can do. Honestly you can make it on your phone 

Our Video on You Tube

Another Idea is to have it as an attachment that you send out every time. This is less ideal because I like getting their signature on the document itself.

Either way - make sure you are putting this in your quotes. If someone comes back to you about something that's in your contract you are covered!

5 Replies

  • AnthonySalazar's avatar
    AnthonySalazar
    Verified Community Coach

    I do the same thing! My only difference is that in that contract/disclaimer section I have a link directly to my terms of service so it's not a massive block of text in our quotes

  • PestFreeCanada's avatar
    PestFreeCanada
    Verified Community Coach

    I always make sure my clients know where my policies and warranty information is. Especially on bigger jobs or jobs that clients don't want to have everything I recommend completed. I find that is my biggest problem, I can't guarantee something that I recommend but they don't want done! I spent a lot of time working on the wording in my warranty statement but my basic policy information is pretty straightforward.

    • Abdul_UnitTrail's avatar
      Abdul_UnitTrail
      Contributor 2

      Guaranteeing work when the client skipped something you recommended is a tough spot. One thing that can help is putting each declined item on the quote or visit notes as its own line marked "declined", with a photo if it's visible. Then add a sentence to your warranty wording saying coverage applies only to the work completed. If the client approves that in writing, you both have a clear record later. Has a declined recommendation ever come back on you as a free callback or repair, and roughly what did that cost?

  • roselvaggio's avatar
    roselvaggio
    Verified Community Coach

    Actually so happy to hear about this because I had no idea! Our terms have always been listed as a line item within jobber, and then when someone has disputed the line items don't actually print all the way through because they're so long! Have you found this to be an issue at all? I know Cali is tough with this sort of stuff!

    • HUGEHomePros's avatar
      HUGEHomePros
      Verified Community Coach

      The main thing we have encountered is the cancelled job or min charge thing. I'll be honest - I don't usually enforce it but I have it there in case someone is a jerk about it. It's not worth the bad review though so I am a little bit of a softie. It is helpful though for pets and having people put their dogs away before we start work.