Contractors & Service Business Solutions
Automate Service Agreements from Customer Intake to Project Start
Collect job details once, automatically generate proposals, estimates, service agreements, and change orders, send them for e-signature, and store every completed document securely.
Build intake-to-document workflows for estimates, approvals, and project kickoff. Built for contractors, field-service companies, and operations managers who need faster customer approvals without paperwork chaos.
Built for Contractor & Service Document Workflows
Service jobs reuse the same customer, site, scope, and pricing details across estimates, proposals, service agreements, change orders, and authorization forms. ePACT!t collects that information once and generates the documents you need to get approved and start work.
Instead of rebuilding paperwork for every job, your team can standardize intake, generate agreements, collect approvals, and keep executed documents ready for the next change order or invoice dispute.
What this gives your team
- One customer intake powers every project document
- Consistent estimates, agreements, and change-order packages
- Faster approvals between sales, operations, and the customer
Common Challenges
Contractors and service businesses often lose margin and schedule time when estimates, agreements, and change orders live in separate tools.
Example Documents Teams Automate
These are common starting points for contractor and service workflows. With Workflow Builder, design customer intake, map fields once, and generate any document your process needs.
Estimates & Proposals
4 documentsCustomer-facing documents that define the job and price.
Show all documents
- Estimate
- Proposal
- Work Order
- Scope of Work Summary
Agreements & Authorizations
5 documentsContracts and authorizations that green-light the work.
Show all documents
- Service Agreement
- Service Contract
- Customer Authorization Form
- Access / Property Authorization
- Deposit / Payment Authorization
Change Orders & Project Docs
4 documentsDocuments that keep scope and approvals current after work begins.
Show all documents
- Change Order
- Change Order Authorization
- Project Start Confirmation
- Completion / Punch-List Acknowledgment
All documents and intake fields are editable so you can match your trade, pricing language, and warranty terms.
How the Workflow Runs
From customer intake through signature and project start, every step stays in one connected flow.
Why this model works
- One intake powers every downstream service document
- Estimates, agreements, and change orders stay in one auditable chain
- Completed packages are ready for project start, billing, and disputes
Why Contractors & Service Teams Choose ePACT!t
Reduce paperwork friction while keeping jobs moving and customer approvals visible.
Standardize intake-to-signature execution, cut re-entry across jobs, and give operations one source of truth for every service package.
Ready to automate your service agreement workflow?
Book a guided demo to see how customer intake can power estimates, agreements, change orders, and authorizations.
We can map your current estimating and approval process and help you design the workflows that fit your trade.
