Free Maintenance Agreement Generator

What goes in it

A maintenance agreement is a recurring promise, so the terms that matter are the ones that define the boundary of that promise: how many visits, what each visit covers, what is explicitly outside the plan, what discount applies to work that falls outside it, the price per billing period, and how the agreement renews and how it can be cancelled. Written loosely, a plan becomes unlimited service at a fixed price.

What to get right

• Number of visits and what each one includes.
• What is outside the plan, which is most of what customers will ask for.
• Renewal terms and the notice required to cancel.
• The price per billing period against the cost of actually delivering it.

Where this goes wrong

Automatic renewal is the clause most likely to cause a problem, because recurring billing is regulated at federal level and more strictly in several states, with requirements about disclosure, consent and a straightforward way to cancel. An agreement that renews quietly and is hard to get out of is a complaint and potentially an enforcement matter rather than a retention strategy. Have the wording reviewed locally. Commercially, the plans that lose money are the ones where the included scope was never bounded, and the customers who use them most are the ones who make them unviable.

Before you send it

• Bound what is included rather than leaving it open.
• Check your state's rules on automatic renewal and cancellation.
• Have the final wording reviewed by a lawyer in your state.
• Price it against the cost of delivering the visits, not against a competitor.