Set Up Service Agreements

Service agreements let you send a contract for a customer to sign electronically, without leaving PaceCount. Your business info, the customer's details, and the job specifics are filled in for you. Service agreements are available on the Essentials and Pro plans.

How signing works

By default, agreements are client-only: PaceCount completes your side automatically, and only the customer signs. If you need both parties to sign, turn on Require business countersignature for a template — then you sign first, and the customer signs after.

Build a template

Paid-tier owners can build their own templates from Settings → Service Agreements → Build:

1. Open the template builder.
2. Upload your agreement (or start from scratch) and lay out your fields.
3. Use PaceCount's standard field names where you want details filled in automatically — the in-app Field Naming Guide lists them with click-to-copy.
4. Save. If you rename a template in the builder, click Save to PaceCount so the name syncs.

Fields you don't include are simply skipped — nothing breaks if you leave one out.

What gets filled in automatically

When you generate an agreement from an appointment, PaceCount populates your business name, contact info, and license number; the customer's name and contact details; and job context like the service date and selected services. Make sure your business details are complete in Settings so those fields aren't blank.

Send and track

1. Open an appointment and choose Generate Service Agreement.
2. For client-only templates, the customer is notified it's ready to sign. For countersignature templates, you sign first.
3. When signing completes, the signed PDF is saved to your workspace and emailed to the customer — you can download it anytime.

Control the emails

Each agreement email (ready to sign, signed confirmation for the customer, signed alert for you) has its own toggle in Settings → Notifications. See Notifications overview.

Common questions

• A field didn't fill in. Check that its name matches the standard field name exactly (names are case-sensitive) and that your business details are filled in.
• The customer says the email went to spam. This is common for newer sending domains — ask them to check spam and allow messages from PaceCount's notification sender.