We will automate sending DocuSign contracts to your customers for signature upon estimate acceptance/job creation to help you protect your business from charge backs, etc.
Monthly Pricing
$97 - $197
Or Yearly
Save 17%
Setup fees vary by plan ($97 - $197)
Choose from 1, 3, or 5 contract type limits. All plans include automated contract sending and CRM integration.
Chargebacks, payment disputes, and scope creep are some of the most frustrating challenges facing home service businesses today. Without proper documentation signed before work begins, you are exposed to customers who claim they never agreed to the price, dispute charges with their credit card company, or demand additional work beyond what was originally discussed. A signed contract protects your business legally and sets clear expectations with your customers from the start.
The problem is that getting contracts signed has traditionally been a manual, time-consuming process. You create an estimate, the customer accepts, and then you have to remember to send a separate contract, wait for them to print it, sign it, scan it, and send it back. Most service businesses skip this step because it feels like too much friction, or they only remember to get contracts signed on larger jobs. Our DocuSign integration with Housecall Pro solves this by automatically sending the appropriate contract the moment an estimate is accepted or a job is created.
Digital signatures are not only more convenient for your customers, but they also carry the same legal weight as traditional wet ink signatures. DocuSign provides a complete audit trail showing exactly when the document was sent, viewed, and signed, giving you bulletproof documentation in case of any dispute. Customers can sign on their phone or computer in seconds, which means you get signed contracts back faster and can begin work with confidence.
Our integration supports multiple contract types tailored to different service scenarios. Whether you need maintenance agreements, emergency service contracts, installation contracts, or project-specific agreements, we configure the system to automatically select and send the right contract based on the job details. This level of automation ensures consistency across your entire operation while saving your office staff hours of manual work every week.
Priority emergency response services for urgent repairs or issues.
Extended warranty services for products installed, specifying terms and conditions.
Recurring services like pool cleaning, lawn care, or pest control on a regular basis.
Detailed performance and quality metrics that the service provider commits to meeting.
Advisory services for projects, energy audits, or system upgrades.
One-time projects like landscaping overhauls or major renovations.
Regular inspection services, such as annual HVAC check-ups or electrical safety inspections.
Agreements for repair services, detailing what is covered and the response times.
Specific to the installation of equipment or systems, such as HVAC units or security systems.
Regular maintenance services for HVAC systems, plumbing, electrical systems, etc.
Simplifies the process of contract renewals and ensures continuity of service.
Builds trust with clients by providing documented proof of the service agreement.
Facilitates the management of any changes or additions to the scope of work through written amendments.
Defines the standards of service to be delivered, ensuring consistency and accountability.
Details the company's liability limits, helping to mitigate risks.
Clearly states payment terms, schedules, and conditions, ensuring timely payments.
Helps in setting and managing client expectations regarding services, timelines, and costs.
Demonstrates a high level of professionalism and commitment to quality service.
Provides legal documentation that can protect both the company and the client in case of disputes.
Clearly outlines the scope of work, terms, and conditions, reducing misunderstandings.
Chargebacks can impose significant financial burdens on service companies, encompassing direct and indirect costs. Direct costs include the loss of revenue from the disputed transaction and the associated chargeback fees levied by payment processors. Indirect costs are often more substantial, including administrative expenses for handling disputes, potential increases in processing fees due to a high chargeback ratio, and the impact on cash flow.
Moreover, frequent chargebacks can damage a company's reputation, leading to lost future business and strained customer relationships. In extreme cases, persistent chargebacks can result in the termination of merchant accounts, severely disrupting business operations.
Signed contracts significantly reduce the risk of chargebacks for service companies by providing clear, documented proof of the agreement between the service provider and the client. These contracts explicitly outline the scope of work, terms of service, payment schedules, and responsibilities of both parties, minimizing misunderstandings and disputes.
When a client signs a contract, they acknowledge and agree to the terms, which can serve as compelling evidence in the event of a chargeback dispute. This documentation can help resolve issues more efficiently and favorably for the service company, thereby safeguarding their revenue and maintaining a stable cash flow.
Additionally, the formalization of agreements through signed contracts promotes trust and transparency, reducing the likelihood of clients resorting to chargebacks in the first place.
Send DocuSign contracts to your customers based on accepted Estimates in Housecall Pro.
Common questions about our DocuSign integration for Housecall Pro