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Home Service Proposal Template
A home service proposal template documents the agreed scope of work, line-item pricing, deposit and payment schedule, timeline, warranty, change-order workflow, and homeowner authorization before a job starts. Send it by SMS, email, link, or QR code for mobile signing.
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What this template is for
A home service proposal template documents the agreed scope of work, line-item pricing, deposit and payment schedule, timeline, warranty, change-order workflow, and homeowner authorization before a job starts. It works for general contracting, plumbing, electrical, HVAC, roofing, cleaning, landscaping, and home renovation. Use it at the estimate visit (or before) so both parties have a signed record of what was agreed.
What the AI can include
When you describe your business and how you plan to use this template, Formfy can draft a starting version that includes:
- Trade-specific scope of work language (HVAC, plumbing, roofing, cleaning, landscaping, renovation)
- Line-item pricing categories for labor, materials, equipment, permits, and disposal
- Deposit and payment-milestone fields with cancellation terms
- Timeline, start date, and weather/material acknowledgment
- Permit and inspection responsibility language
- Warranty terms (labor and manufacturer) with exclusions
- Change-order acknowledgment requiring a second signature before added work
- Right-to-cancel disclosure block (verify state-specific wording with counsel)
- Insurance and licensing acknowledgment (general liability, workers’ comp, contractor license number)
- Mobile-friendly homeowner signature with optional co-signer block
Field checklist
Customer and property
- Homeowner name
- Billing address
- Service address (when different)
- Phone and email
- Optional co-owner or property manager contact
Contractor identity
- Company name
- Contractor license number (where required)
- Trade certifications
- Business address and contact
- Insurance acknowledgment (general liability, workers’ comp)
Scope and pricing
- Plain-language scope of work
- Materials, brands, model numbers
- Explicit exclusions
- Line-item labor cost
- Line-item materials and equipment cost
- Permit and disposal fees
- Subtotal, tax, grand total
Schedule and payment
- Estimated start date
- Expected duration
- Deposit amount and timing
- Progress-payment milestones
- Final payment terms
- Right-to-cancel disclosure (state-specific)
Risk and assurance
- Labor warranty length
- Manufacturer/equipment warranties
- Warranty exclusions
- Change-order workflow language
- Property access and site-condition acknowledgment
Signature
- Homeowner signature with printed name and date
- Optional co-owner or co-signer signature
- Optional contractor counter-signature
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Send by SMS, email, link, or QR code
Once your proposal is ready, send it the way homeowners actually open links — by SMS, email, public link, or QR code. They tap the link on their phone, review scope and pricing, sign on any device with a finger or stylus, and submit. Signed PDFs land in your Formfy dashboard in real time with a full audit trail (IP, timestamp, signer info, signature geometry). Search by customer, service address, trade, or date when you need to retrieve a record or pull a copy at warranty time.
Customize before publishing
Every template is a starting point — open it in the Formfy editor to add or remove fields, reword clauses to match your trade and jurisdiction, add your company logo and license number, set notifications, and connect SMS or email delivery before you publish. Review proposal language and any state-specific home-improvement contract rules with qualified counsel before going live.
Important note
Formfy does not provide legal advice. Home service operators should review proposals and contracts with qualified counsel. Contractor licensing, permit responsibility, residential deposit caps, mechanic’s-lien notices, right-to-cancel disclosures, and warranty language vary by state, trade, and job size. Many states cap residential deposits and require a written right-to-cancel disclosure for in-home contracts above a certain dollar threshold — verify your state’s home-improvement contract rules and your local contractor licensing board’s guidance. Many states recognize electronic signatures as legally equivalent to handwritten signatures under E-SIGN and UETA, but specific notice and disclosure requirements for home-improvement contracts vary by state.
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