DETAILING SERVICE AGREEMENT REVIEW CHECKLIST

Use this sheet to prepare business facts for local legal review.
It does not supply legal terms.

BUSINESS AND CUSTOMER
Business name and contact: ______________________________________
Customer or buyer name and contact: ______________________________
Agreement version date: __________________________________________
Service address or site: _________________________________________
Authorized site contact: _________________________________________

SERVICE RECORD
Customer job or fleet agreement: _________________________________
Vehicle, plate, stock, or unit reference: _________________________
Service period and schedule: _____________________________________
Included work: ___________________________________________________
Condition limits and exclusions: __________________________________
Access, parking, water, power, and runoff conditions: ______________

PRICE AND APPROVAL
Price method: fixed / per vehicle / minimum / other _______________
Base price or rate: ______________________________________________
What changes the price: __________________________________________
Who can approve a change: ________________________________________
Approval method and record location: ______________________________
Invoice cycle and payment record: __________________________________

REVIEW PACKET
[ ] Service menu and current price record
[ ] One completed hypothetical job record
[ ] Customer-required insurance or site documents
[ ] Local questions for lawyer, tax professional, insurer, or broker
[ ] Scope, price, and change records kept with the invoice