Use AI to draft a clear, professional service agreement letter that protects you and sets customer expectations upfront.

Before starting bigger jobs — like a full bathroom refit, water heater replacement, or repiping — a simple service agreement protects both you and the customer. It spells out what you'll do, what you won't do, timelines, payment terms, and what happens if things change. Writing one from scratch takes forever, but AI can draft a clear, professional version in minutes that you can reuse and tweak for each job. 1. Open ChatGPT or Claude and describe the job in plain terms: what work you're doing, rough timeline, payment schedule, and any important conditions (like access to the property, or that you're not responsible for hidden issues behind walls). 2. Ask AI to draft a simple service agreement letter that covers scope of work, estimated timeline, payment terms, cancellation policy, and liability limits. Tell it to keep the language friendly but professional. 3. Review the draft and adjust any specifics — add your business name, the customer's name and address, exact pricing, and any job-specific details like permit responsibilities or cleanup. 4. Ask AI to rewrite any sections that sound too formal or confusing. You want the customer to actually read and understand it. 5. Save the final version as a template. Next time, just swap in the new job details and you're done in two minutes. 6. Send it to the customer before you start work, and keep a signed copy for your records. It's a simple step that prevents misunderstandings and protects you if things go sideways.

March 23, 2026