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Help CenterService AgreementsCreating Service Agreements

Creating Service Agreements

Step-by-step guide to creating and sending service agreements to clients.

7 min read
intermediateUpdated 20 Sept 2026
Experi New Service Agreement wizard showing a client selector and reusable agreement template choices.
Choose how to start an agreement. Choose a starting template and tailor the scope, dates and terms to the work. Review the agreement before requesting acceptance.
More screens from this workflow
Service agreements list showing a fictional draft fleet-servicing scope.
Keep the scope alongside the job. Keep the agreed scope alongside each client and track documents from draft through review and acceptance.
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Create professional agreements in minutes.

Creating an Agreement

  1. Go to Agreements > New Agreement
  2. Select client
  3. Choose template or start blank
  4. Fill in sections
  5. Review and send

Agreement Sections

Parties

  • Your business details
  • Client details
  • Effective date

Scope of Work

Detail exactly what you'll deliver:

  • Specific services
  • Deliverables
  • Timeline
  • Milestones

Payment Terms

  • Total cost
  • Payment schedule
  • Payment method
  • Late payment terms

Terms and Conditions

  • Intellectual property
  • Confidentiality
  • Termination clause
  • Liability limits
  • Dispute resolution

Using Templates

Save time with pre-built templates for:

  • Website development
  • Logo design
  • Monthly retainer
  • Consulting services

Sending for Signature

  1. Review agreement thoroughly
  2. Click Send for Signature
  3. Client receives email
  4. They review and sign online
  5. You're notified when signed

After Signing

  • Both parties receive signed PDF
  • Agreement stored securely
  • Timestamp recorded
  • Audit trail preserved

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