Annual Service & Maintenance Agreement – Domestic Customers
If you're offering annual maintenance plans to domestic customers, you need the correct paperwork in place to reduce misunderstandings and avoid disputes.
What’s covered? What’s not? When are you expected to attend? And what happens if a system fault wasn’t reported in time?
If these terms aren't clearly laid out, disputes arise. You could get pulled into callouts that aren’t included, end up covering parts you never priced in, or find yourself chasing payments for work the customer assumed was “part of the plan.”
This agreement sets out the full terms and conditions. It clearly explains what the customer can expect when they’re paying for ongoing servicing, protects your time and income, and gives you a solid foundation to run planned maintenance properly and on your terms.
During the development of this agreement, our co-authors — tradespeople who "work in the industry" — thoroughly discussed the most common disputes faced during domestic service visits under a maintenance plan.
That’s why this format is favoured in the trade. It helps prevent issues before they happen, especially around payment.
It's easy to edit to suit your business needs, and it’s balanced for the customer too. Written without legal jargon, but firm in all the right places such as payment terms, what’s included, and what’s not part of the service plan.
What’s Inside
✅ A fully editable service breakdown so you can tailor what's included to suit your business. Add your own details, such as annual boiler servicing, system checks, or minor repairs.
✅ Pre-written exclusions covering things like full system replacements, long-term neglect, or issues caused by third-party work. Keep as is or adjust to match how you operate.
✅ Sections for setting callout limits, response times, and when extra charges may apply.
✅ A clear customer responsibility clause covering access, payment terms, and keeping the system in safe working condition.
✅ Cancellation and renewal terms that you can customise to suit how you run your plans.
✅ Built for use across England, Scotland and Wales, with content aligned to UK consumer law.
Use this template when:
✅ You're running care plans or service contracts for boilers, heating systems, or plumbing installations
✅ You need to be clear about what's included in the plan and what isn’t
✅ Your plan involves scheduled servicing, emergency callouts, or basic fault repair
✅ You want to reduce misunderstandings and keep your work commercially viable
This is a fully editable document that can be used in Word, Google Docs, PDF format, and more. You can brand it, tweak the terms to suit your business, and reuse it with every customer. Use it alongside your quote, as a sign-up form, or include it as part of your care plan package.
✅ Instant download
✅ Use it across all your service plans
✅ Free updates and unlimited downloads for 18 months
✅ One-time purchase — no ongoing fees or subscriptions. Renew only if you choose to after 18 months