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Free Templates & Scripts

Copy-paste proposals, checklists, price books, and follow-up scripts built for service businesses. Use them as-is or customize for your team.

BidsPDF
  • Pre-bid site walkthrough structure for zones, access, exclusions, and pricing notes
  • Designed for scope discovery before the proposal goes out
  • Useful for sales-to-ops handoff on recurring commercial accounts
  • ServiceHub hook for carrying walkthrough notes into contract scope and site setup
EstimatesPDF
  • Per-room and commercial sq-ft pricing on one worksheet
  • Fiber type, stain, damage, and add-on notes before quoting
  • Deposit and balance math included
  • ServiceHub hook for quote conversion, deposits, and follow-up automation
ChecklistsPDF
  • Pre-inspection, setup, execution, and final walkthrough in one sheet
  • Before/after photo prompts built into the workflow
  • Dry-time and customer sign-off notes included
  • ServiceHub hook for VPE and Proof Pack
PricingPDF
  • Residential flat-rate guide by room size
  • Commercial sq-ft pricing tiers by facility type
  • Upholstery and add-on ranges standardized
  • ServiceHub hook for Pricing Engine and quote consistency
Sales ScriptsPDF
  • Same-day dry-time reminder and thank-you touch
  • 48-hour review ask in SMS and email format
  • Residential and commercial rebooking scripts
  • ServiceHub hook for AutoFollow and recurring billing
ContractsPDF
  • Quarterly, bi-annual, monthly, and custom plans in one agreement
  • Scope, pricing, pause, cancellation, and renewal terms included
  • Commercial-focused language for access and service windows
  • ServiceHub hook for subscriptions, recurring billing, and Proof Pack
PricingPDF
  • Service-call fees, repair ranges, replacement tiers, and maintenance add-ons
  • After-hours premium rules and simple floor-price framework
  • Built for flat-rate field quoting
  • ServiceHub hook for Pricing Engine and estimate follow-up automation
ContractsPDF
  • Residential agreement with scope, pricing, access, and cancellation terms
  • Flat-rate and hourly language plus key-hold policy
  • Built for recurring maid service, deep cleans, and move-out jobs
  • ServiceHub hook for agreement storage, recurring billing, and Proof Pack
ContractsPDF
  • Scope table, exclusions, schedule, pricing, and QA language in one agreement
  • Billing, insurance, access, and termination sections included
  • Built for recurring janitorial and office-cleaning accounts
  • ServiceHub hook for accepted terms, Proof Pack, and renewals
ContractsPDF
  • Scope, schedule, pricing, and payment terms in one agreement
  • Explicit out-of-scope, QA, insurance, and termination sections
  • Built for recurring office and janitorial contracts
  • ServiceHub hook for accepted terms, Proof Pack, and renewal reporting
OperationsPDF
  • Area-by-area inspection structure for recurring commercial sites
  • Issue log with severity, corrective action, and follow-up tracking
  • Useful for supervisor audits, client walks, and monthly SLA review
  • ServiceHub hook for QA, retakes, and Proof Pack evidence
BidsPDF
  • Formal RFP response structure with compliance-first sections
  • Scope compliance matrix to answer each issuer requirement directly
  • Pricing, insurance, and submission checklist included
  • ServiceHub hook for post-award contract execution and reporting
ContractsPDF
  • Recurring service agreement for residential and commercial accounts
  • Pricing, cancellation, liability, and authorization language included
  • Commercial addendum for after-hours access and consolidated invoicing
  • ServiceHub hook for storing accepted terms and proof of delivery
OperationsPDF
  • Area-by-area scope form with method and carpet type
  • Pre-treatment and add-on authorization sections
  • Technician checklist and completion sign-off
  • Proof Pack hook to tie delivery evidence back to agreed scope
OperationsPDF
  • Same-day no-show response checklist
  • Client SMS scripts for reassignment and delay updates
  • Weekly schedule review checklist
  • Internal incident log format
ProposalsPDF
  • Complete bid structure: cover page through signature block
  • Checklist-style scope of services by area
  • Pricing table with per-visit, monthly, and annual totals
  • Insurance and references section included
OperationsPDF
  • 3 copy-paste SOW variants by property type
  • Nightly/weekly/monthly task structure ready to customize
  • Explicit exclusions block to prevent scope creep
  • SOW vs bid vs proposal decision guide
Price BooksGoogle Sheets + PDF
  • 10 categories and 66 sample line items
  • Floor-price formula with loaded labor and parts markup
  • Good / Better / Best framework for field quoting
  • Technician field-usage guide for consistent presentation
EvaluationPDF
  • Workforce and revenue fit check before enterprise demos
  • Need now / need later / don't need feature matrix
  • 24 vendor due-diligence questions
  • Red flags mapped to high-friction sales patterns
BidsPDF
  • Standard bid structure with scope, pricing, and terms
  • Copy-paste acceptance and signature block
  • 2026 rate references by building type
  • Day porter add-on pricing table
QuotesPDF
  • Line-item residential quote with room-by-room pricing
  • SMS quick-quote version for fast text responses
  • 2026 pricing benchmarks by home size and frequency
  • Recurring cleaning agreement template included
QuotesPDF
  • Residential room-by-room quote layout
  • Commercial sq ft quote table
  • Short SMS version for fast approvals
  • Pricing benchmark page for add-ons and minimums
OperationsPDF
  • Monday-Friday operating checklist
  • Lead follow-up and invoicing blocks built in
  • Weekly KPI tracker for jobs, quotes, revenue, and reviews
  • Retention and renewal prompts for recurring clients
Price BooksGoogle Sheets + PDF
  • Labor cost calculator (hourly wage × hours × crew size)
  • Supplies cost per visit with restocking tracker
  • Overhead allocation per job (insurance, fuel, software)
  • Target margin column — see profit before you bid
MarketingPDF
  • 90-day action plan broken into 3 phases
  • Google Business Profile optimization checklist
  • Referral program script + incentive structure
  • Monthly revenue target calculator
AgreementsPDF
  • Annual + semi-annual visit schedule built in
  • Full scope per visit (filter, coil, electrical, refrigerant check)
  • Priority service + discount clauses for members
  • Auto-renew + cancellation terms
OnboardingPDF
  • Welcome letter with your brand voice built in
  • Access + key / entry code instruction sheet
  • What to expect on first clean (sets the right expectations)
  • Pet, alarm, and fragrance preference form
ProposalsPDF
  • Good / Better / Best pricing tiers built in
  • Copy-paste cover letter + scope of work
  • 2026 sq ft rate benchmarks by facility size
  • 7 optional add-on line items (day porter, carpet, glass)
RemindersPDF
  • 4 SMS templates: booking, 48-hr, morning-of, on-my-way
  • Exact send timing for each touchpoint
  • No-show recovery script included
  • Commercial / janitorial variant included
Follow-UpPDF
  • 5-touch cadence: Day 1, 2, 4, 7, 14
  • Ready-to-send SMS scripts for each touchpoint
  • Call + voicemail version included
  • Top 3 objection handlers (price, other quotes, spouse)
ChecklistsPDF
  • Room-by-room: kitchen, bath, bedroom, living, entry
  • Restocking master checklist (10 inventory items)
  • End-of-clean photo inspection guide
  • 5 property variants (pets, hot tub, luxury, extended-stay)

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