The contract document and e-signature

Everything you set up on a contract exists so it can eventually become a document the client sees and signs. This page covers turning the contract into that document, sending it, and getting it back signed.

The layout is not fixed — you can design your own contract template under Settings → Templates — but what follows is about the document itself rather than how it is designed.

Generating the document

The Preview & Send Email button on the contract page produces the client-facing paperwork:

Contract page → Preview & Send Email

• Contract — the service agreement itself: the terms, the schedule, the pricing, and the signature blocks.
• Job Sheet — the work sheet for the visits under the contract.
• Contract Statement — the account view: what has been invoiced, paid, and is still outstanding.

Each one can be previewed on screen first, printed, or emailed to the client without leaving the contract.

What an agreement can look like

The pages below are one company’s agreement, not a layout EyeOnTask imposes — but they are a useful checklist of what a good service contract covers.

The agreement opens with everything a reader needs at a glance — the contract reference, what the agreement is for, and four summary figures — followed by both parties with their tax registration details.

Example service agreement — summary and parties

Then the equipment covered, each unit listed with its model and serial number, and the visit schedule laid out on a timeline:

Example service agreement — equipment under contract

The scope separates what is included in the fee from what is charged separately, which is the distinction your rate card already encodes:

Example service agreement — scope of work

Pricing is itemised — units, visits, unit price and amount — with anything excluded shown as excluded rather than left out, then subtotal, tax and total:

Example service agreement — pricing breakdown

Exclusions get their own emphasised block, so the limits of liability cannot be missed:

Example service agreement — exclusions and limitations

And the agreement closes with signature blocks for both parties and a verification footer:

Example service agreement — signatures and verification

Where each part comes from

Nothing in the document is typed twice — every value on it comes from the contract itself. That is why filling the contract in properly pays off twice: once for your own operations, once for the paperwork the client receives.

In the document	Comes from
Contract reference and dates	The contract’s ID and term
Both parties, with tax registration details	Your company profile and the client record
The equipment covered, with model and serial numbers	The equipment linked to the contract
The service schedule — how many visits, and when	The work patterns
What each visit includes	The services on those patterns
Pricing, quantities and the contract total	The rate card and billing terms
Scope of work, terms and conditions, exclusions	The contract specification
Signature blocks for both parties	The contract’s parties

Tip

If the agreement you generate looks thin, the gap is almost always on the contract — an empty Scope of Work, no Terms & Condition, or equipment that was never linked. Fill those in and generate it again.

Getting it signed

Send the document to the client for e-signature rather than printing, signing and scanning. Once they sign, the signed copy comes back and is visible on the contract itself, so the agreed version lives with the record it belongs to rather than in somebody’s inbox.

The signed file sits under the contract’s Contract Document tab. Note that this is a different thing from Field Photos from Jobs, which are the pictures your fieldworkers captured while doing the work.

Related

• How contracts work — the model behind everything above
• Predrafted contracts and packages — reuse an agreement you send often
• Invoicing a contract — the money side, once the agreement is signed