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• Agreement · Template

  Consulting and Retainer Agreement

  Consultant or agency / Service business

  You bill a monthly retainer and the work keeps growing while the fee stays flat

  See what it covers

  • The engagement, the term and how it renews
  • Scope, deliverables and what sits outside them
  • The retainer fee, hours included and the rate beyond them
  • Approving extra work before it starts
  • Expenses and what you can pass on
  • Late payment interest and pausing work
  • Confidentiality and conflicts of interest
  • Who owns the advice, the reports and your own methods
  • That you are an independent business, not an employee
  • Ending or pausing the retainer, and how a dispute is handled

  Not for: Paying someone to do work for you, that is the contractor agreement.

  $89 AUDView document ↗

• Terms · Template

  Quote Terms and Conditions

  Trades / Service business / Hospitality and retail

  You quote jobs by phone, text or a one page PDF with no terms on the back

  See what it covers

  • How long the quoted price stays open
  • What is included and what is not
  • Assumptions about site access and conditions
  • How a variation is priced and approved before work starts
  • Deposits and progress payments
  • Payment terms and your rights under security of payment laws
  • Late payment interest and recovery costs
  • Cancellation, rescheduling and call out charges
  • Consumer guarantees and your workmanship warranty
  • Ending the job and sorting out a dispute

  Not for: A residential building contract, those are regulated separately in each state.

  $59 AUDView document ↗

• Agreement · Template

  Service Agreement

  Service business / Just starting / Consultant or agency

  You are quoting a new client and want the terms agreed before you start

  See what it covers

  • What you will do and what you will not do
  • Price, payment dates and late payment interest
  • Deposits and what happens if the client cancels
  • Approving extra work before you do it
  • Who owns the work once it is paid for
  • Confidential information on both sides
  • Consumer guarantees under the Australian Consumer Law
  • Ending the agreement, with the same notice for both sides
  • Sorting out a disagreement without going straight to court

  Not for: Hiring someone to work for you, use the contractor agreement instead.

  $79 AUDView document ↗

Templates and general information. Read the coverage and limitations to decide whether a document suits your situation.