Free printable checklist

Never let a service agreement lapse again.

Get the free Service Agreement Renewal Checklist: a printable, 2-page plan for your business, covering the renewal tracker fields, a 90/60/30-day reminder plan, an equipment coverage review, and a ready-to-use customer outreach script.

  • A renewal tracker you can start today. The exact fields to capture for every agreement: customer, start and end dates, covered equipment with model and serial, service frequency, contact, last visit, and notes.
  • A 90/60/30-day reminder plan. What to review, who to call, and what to send at each step, so renewals never come down to the last week.
  • Coverage and pricing review prompts. Check what's been added or retired, review repair history, and ask the right questions about labor rates, parts rates, scope, and visit frequency before you quote.
First page of the Service Agreement Renewal Checklist, showing renewal tracker fields and the 90/60/30-day reminder plan
Preview · Page 1 of 2

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