Electrical Contract Template: Free Download for Electrical Businesses
In this post, we share a free electrical contract template for performing electrical work. We’ll provide a link to download the template and use it in your electrical business.
However, keep in mind that traditional workflows for using printed-out contracts come with a variety of challenges. For example:
Technicians not having printed copies in their trucks when they need them
Messy handwriting that looks illegible and unprofessional to customers
An inability to easily email contracts to homeowners and commercial customers
Difficulty keeping paperwork organized and preventing important contracts from getting lost
The need for technicians to bring paperwork back to the office at the end of the day to be scanned and properly stored
While it’s possible to improve upon these processes with apps that allow technicians to fill out MS Word, Google Docs, or PDFs digitally, these workflows still present a number of organizational challenges. For example, ensuring these files are stored in the right folders, so they can be found easily by office staff.
So, in addition to sharing the template below, we’ll also walk through how our electrical contractor software solves these key challenges of electrical contract management.
Specifically, we’ll share how ServiceTitan enables electrical businesses to:
Auto-populate contracts with key customer data and job details
Easily access, present, and sign electrical contracts from the field
Leverage automations to streamline recurring service agreements
Manage contracts within your cloud-based customer relationship management (CRM) system
Want to see how ServiceTitan’s electrical software works to streamline business management for electrical companies? We specialize in helping electrical service businesses grow revenue, work smarter, and keep their businesses on track. Schedule a call to get a free, live, one-on-one walk-through of how our platform works.
What’s Included In Our Free Electrical Contract Template (and How to Download It)
For this electrical services contract, our team has created a Google Doc with boilerplate legal text that defines the terms of an agreement to perform electrical work.
The template can be downloaded here and customized with your company name and contact information. Then, office staff or technicians can create a new copy of the Google Doc for each customer, fill in the appropriate fields with the information that pertains to that job, and save the document for records (as well as share copies with customers via email if desired).
While this template provides the fields to appropriately set a signed agreement for delivering electrical services, as we mentioned above, it won’t solve the key challenges of electrical contract management, including:
Always having copies on hand
Quickly emailing contracts to customers
Properly stored digital files
So, in the next section, we’ll walk through the forms features of our electrical contractor software that help solve these issues for electrical businesses.
Note: For more free templates, such as our electrical service agreement template, subcontractor schedule of values template (e.g. for construction contracts or larger commercial electrical projects), and more, visit our electrician templates hub.
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How ServiceTitan Streamlines Electrical Contract Management
ServiceTitan offers two key feature sets for facilitating electrical contract management:
Smart Forms: Any type of contract, legal document, form, or checklist that an electrical business uses (including service contracts) can be created in ServiceTitan as a native form or uploaded as a smart PDF. Forms can then be easily accessed and filled out from the office or the field (via our technician mobile app).
Maintenance Agreements: Our maintenance agreements functionality offers the ability to easily set up recurring electrical maintenance contracts (i.e. electrical service agreements) that also automate key workflows such as job scheduling, invoicing, and payments.
In this section, we’ll cover four key benefits that these features offer over traditional contract management.
1. Auto-Populate Contracts with Key Customer Data and Job Details
One of the biggest advantages of using a platform such as ServiceTitan is that each step of a job and all corresponding documents are integrated to inform each other and work together. When a form such as an electrical services contract is created, smart PDFs can be used to auto-populate certain fields based on information that has already been captured during the job.
For example, if an estimate has been generated and sold for an electrical installation, or a work order has been created for electrical system maintenance, a contract can be designed to automatically pull information from those documents into the contractor agreement.
Codes such as “CN” for customer name, and “JD” for job date, and “JN” for job name (among dozens of other fields) can be automatically populated into a contract or smart PDF form.
The result of this is increased efficiency because technicians need to do less to create the contract — and a reduction of potential errors because they’re not repeatedly writing down the same customer’s job information over and over throughout the course of the job (e.g. name and address, scope of work, completion dates, etc.).
2. Easily Access, Present, and Sign Electrical Contracts Digitally From the Field
Designing a system to fill out PDFs on a phone or tablet generally requires a tech-savvy individual to connect multiple different apps to work together. This can be a bit complicated, which is why many businesses that aren’t using electrician software use paper contracts. But, as we mentioned above, there are many disadvantages to using paper contract forms.
ServiceTitan’s mobile app provides a seamless solution for this by allowing technicians to access, complete, and have customers sign contracts right from their mobile device while on the job.
From their dashboard, they can access all available forms via the forms tab. Then, they can simply select the appropriate electrical contract agreement, and begin filling out the form. As we explained above, certain fields may be automatically populated, so they’ll focus on filling out just the necessary fields.
Once the form is ready, they can also collect the customer’s signature on the spot, allowing them to sign with their finger on the mobile device. The contract can then be easily emailed to the customer for their records.
This functionality provides a great user experience for technicians while providing customers with a modern, impressive customer service experience.
3. Leverage Automations to Streamline Recurring Electrical Service Agreements
So far we’ve been discussing workflows for using ServiceTitan’s forms functionality with smart PDFs to streamline processes for one-time electrical service contracts. However, in addition to all of the challenges of contract management we’ve discussed above, recurring service agreements involve an additional set of processes that need to be managed.
Tracking electrical service agreement deadlines and renewal/expiration dates
Scheduling these jobs on time and ensuring technicians with the right skills are sent to each job
Ensuring billing is handled in a timely fashion to maintain cash flow
To help with these, we also offer a robust set of features for managing recurring service agreements. Specifically, our service agreement feature set allows you to:
Easily document, track, and access electrical service agreement details: For recurring services, users can set up electrical service agreement types, contract details (such as location, duration of the agreement, effective date, service frequencies and due dates), and billing and payment schedules.
Automate scheduling of service agreement jobs: Once recurring service events are established, they are automatically added to your schedule based on the dates and frequency that were defined. This saves office staff significant time from having to manually track and add these jobs to the schedule, while reducing the chances of missing maintenance visits.
Automate billing and get paid faster: Once you’ve defined the billing settings in the membership setup, ServiceTitan will automatically deliver invoices to customers at the appropriate times (based on the preferences you set — which include duration, frequency, pricing, a corresponding invoice template, and other flexible details such as discounts, customer-specific pricing, etc.).
Compared with managing all of these processes manually or using different apps to accomplish these workflows, our service agreement features take a huge amount of weight and time off the plate of your office staff, while ensuring you provide timely services and get paid on time for your work.
4. Manage Contracts Within Your Cloud-Based Customer Relationship Management System
Finally, another crucial benefit of managing electrical contracts within ServiceTitan is that all of your contract management can take place within the same platform where you’re running the rest of your business.
In addition to providing tools for call booking, scheduling, and dispatching (among many others), ServiceTitan functions as a customer relationship management system (CRM) — with job and customer history pages where documents such as estimates, work orders, contracts, and invoices are all created and automatically stored within one system.
This eliminates the need for electrical service providers to:
Pay for multiple different apps
Figure out how to connect them (getting data to flow from one app to another across mobile and desktop devices)
Worry about lost paperwork
Bring paper documents back to the office at the end of the day
Organize folders in services such as Google Drive or Dropbox to keep track of customer histories and documents
With ServiceTitan, the entire job lifecycle — including every corresponding action and document — is logged in one place, and can be referenced at any time in the field or at the office.
This can be absolutely transformational for businesses that have traditionally run their businesses using paper, or piecing together these systems with many different apps that don’t work seamlessly together.
Want a Personalized Walk-Through of Our Electrical Contract Management Features?
While digital solutions for contract management can be patched together with different software, they often will not seamlessly integrate with your CRM and the other apps you use to run your business.
In addition, these apps often will not have purpose-built solutions for electrical businesses such as the recurring-services features set we walked through above.
With advanced electrical software like ServiceTitan, electrical contracting businesses can streamline contract management in addition to the other key workflows they use to run their business.
If you’d like to find out more about how ServiceTitan’s all-in-one contractor software can help you streamline operations and grow your electrical business, book a free, personalized demo.