Free Veterinary Services Proposal Template
A veterinary services proposal covers the at-home visit scope, what can be treated on the day, what needs a clinic referral, and the pricing and sign-off.
A pet needs care, but getting to a clinic can be the hardest part, so the vet visit has to get agreed in writing first. This veterinary services proposal goes to the pet owner and spells out what an at-home consultation includes, what may happen during the visit, and what the visit costs before anyone books a time.
The client reads the Overview first, which explains how the visit works at home, what gets handled on the day, and what gets referred out. The middle sections add context in About us, introduce the people they’ll deal with in Meet the team, then ground expectations with a “A recent visit” example. The service blocks cover the at-home exam, treatments that can be done in-home, vaccines and deworming, microchipping and paperwork, plus the written care plan and referral note when equipment like imaging or labs is needed.
- Overview Explains what the home visit covers, what can be treated on the day, and what moves to a clinic when equipment is needed.
- At-home veterinary consultation Describes the hands-on exam, typical day-of treatments, and when vaccines and deworming get updated and recorded.
- Microchip and registration paperwork Covers microchip placement, registration paperwork, the written care plan, and the referral note if imaging, labs, oxygen, or monitoring is required.
- Priced items Holds the single line item, "Consult + vaccines", with your price replacing the template’s default amount.
- Urgent referrals States how referrals work, how changes on the day get priced before anything extra happens, and the cancellation rule including the 15,000 CLP call-out fee under 2 hours’ notice.
After you drop in your price for the single line item, you send the proposal and the client signs online. The signed copy captures acceptance and shows the Fee summary, leaving both sides with the same scope, the same price, and the booking and cancellation terms in writing.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What this proposal contains
1) Overview
Frames the home-visit problem and explains what gets treated at home versus what needs clinic equipment, with meds, notes, and timing called out. This is the place to adjust any wording about what the visit includes and how referrals work.
2) About us
Explains why mobile visits matter for stressed pets and how scheduling and arrival updates get handled. Keep this section aligned with how you actually communicate and when you issue a referral note.
3) Meet the team
Tells the client who they’ll be dealing with from scheduling through follow-up. Swap in the real team details so the client knows who’s responsible.
4) A recent visit
Gives a concrete example of how a typical at-home exam runs when transport is the barrier and the pet needs hands-on care. Edit the scenario to match the cases you want to attract and the red flags you watch for.
5) At-home veterinary consultation
Defines the consult, common in-home treatments, and how vaccines and deworming updates get recorded during the visit. Adjust the wording to match the services you actually provide at home.
6) Microchip and registration paperwork
Covers microchipping, registration paperwork, the written care plan, and the referral note when a clinic needs to take over. Update the instructions to match your process for submissions and referrals.
7) Pricing
Explains how pricing options work and sets the expectation that any added work gets discussed before extra charges apply. Change the wording if your pricing structure differs.
8) Priced items
Holds the priced service line the client accepts, with your numbers filled in. Replace the default price for "Consult + vaccines" before sending.
9) Get started
Explains what happens after acceptance, including confirming a day and a time window and collecting address and contact details. Edit the steps so they match how you book visits.
10) Signature
Captures the client’s acceptance with an online signature. Keep the signer details accurate for who’s authorising the visit.
11) Fee summary
Shows the totals the client is agreeing to pay. Check the totals reflect your pricing before you send the proposal.
12) Can you get up to my address on the cerro?
Answers common access and service-scope questions, including what can be done at home versus in a clinic and vaccine record updates. Adjust any location-specific wording to match your service area.
13) Booking
Explains booking by WhatsApp, arrival messages, payment timing and method, and what the home visit can include. Update payment wording if you don’t take cash or transfer, or if timing differs.
14) Urgent referrals
Defines when referrals happen, how day-of plan changes get priced, cancellation timing, and basic home setup for safety. Review the 2-hour cutoff and the 15,000 CLP fee so the policy matches your real practice.
Who it is for
Mobile vets and small veterinary clinics offering at-home consultations, vaccines, microchipping, and referral-based follow-up when a pet needs clinic equipment.
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Questions about this proposal
What should a veterinary services proposal include?
A veterinary services proposal should state what the visit covers, what can be treated at home, and what requires a clinic referral. This template also includes pricing, acceptance, and written booking and cancellation terms.
What’s the difference between an at-home vet visit and a clinic visit?
An at-home visit can cover a full exam and many common treatments, vaccines and deworming, and microchipping with paperwork. A clinic visit is needed for things like imaging, lab machines, oxygen, or hospital monitoring.
Do clients choose services inside the proposal?
The priced section in this template contains one required line item, so the client isn’t choosing between multiple options. You replace the price for that item before you send it.
When does payment happen for a mobile veterinary visit?
The booking terms in this template state that payment is due at the end of the visit by cash or transfer. Microchip registration paperwork submission starts once payment is received.
What happens if the pet needs urgent tests or monitoring?
The urgent referrals section explains that you flag the need for tests or monitoring you can’t do at home and point the client to a 24-hour clinic. Clinic fees and decisions stay separate from the mobile visit.
What should the cancellation policy say for a home-visit vet appointment?
A cancellation policy needs a clear notice window and what fee applies when the schedule can’t be filled. This template includes a 15,000 CLP call-out fee for cancellations with less than 2 hours’ notice.
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