Guide

PM contract templates for independent operators

Emergency calls pay once. A preventative maintenance contract pays all year. But most independent operators never sell PM plans — not because customers say no, but because they don't have the contract language, the price, or the words to offer it.

Why PM contracts are worth the effort

• Recurring revenue you can count on before the phone rings.
• Fewer emergency breakdowns and easier parts planning.
• Higher lifetime value — a customer on a plan calls you first for everything.

What a usable PM contract template includes

• Covered equipment table — unlisted equipment is not covered.
• Clear included vs. extra: parts, after-hours, and unlisted work priced separately.
• Fees, visit count, scheduling, payment terms, and cancellation.
• A limitation section: professional work, no promise of zero breakdowns.

Price it without guessing

The hard part isn't the contract — it's the number. Build it from time per visit × visits per year, add overhead and margin, and a small priority premium. The PM Contract & Quote Bundle includes a pricing worksheet and a quote calculator spreadsheet so you can explain the price in one paragraph.

These are practical templates, not legal advice — adapt them and have a local attorney review before use.