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Templates / Contract

Free Retainer Agreement Template

A retainer agreement covers the ongoing scope of work, service levels, payment terms, access rules, responsibility, and how either side can end the arrangement.

Retainer Agreement template preview

Language:

en

Last updated:

October 2026

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A weekly service gets booked, keys and alarms get handed over, and then everyone needs the same definition of “done” so the work doesn’t turn into a monthly dispute. The Retainer Agreement covers an ongoing arrangement like that, with wording for the scope, the repeat schedule, and the parts that usually get argued about when someone’s not home and expectations still have to match reality. The page reads in violet and brass under Lora headings and Inter body text, so the agreement looks formal without sounding stiff.

The opening explains how the agreement and any accepted proposal should be read together, then Scope of work spells out what a regular visit includes and what falls outside the retainer unless it’s priced separately. Service levels and Payment cover response times, missed visits, monthly advance invoicing, and what happens when something goes overdue. The later sections get specific about keys and alarms, what the client needs to provide, how damage is reported and resolved, who can be hired directly, and what counts as pre-existing issues versus something the cleaner puts right.

  • Scope of work Defines the weekly service, the checklist approach, and which one-off jobs stay outside the retainer unless they’re booked separately.
  • Service levels States how routine requests and urgent access issues get handled, plus what happens if a visit is missed on the provider’s side.
  • Payment Covers any setup split, monthly billing in advance, due dates, and how separately booked work is invoiced.
  • Access and keys Records access notes like keys, codes, and alarm steps, and sets the rules for updating access safely.
  • Ending the agreement Explains how notice works, what gets paid up to the end date, and includes the Signature block for sign-off.

This template goes into your workspace with the sample wording already in place, so you replace the names, dates, notice period, and any terms that don’t match how you work. Then you send the agreement, and the client signs online, leaving a signed copy of the terms both sides agreed to.

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.

Yazan & Mawaheb
Yazan & MawahebAgency Owners

What to include in a retainer agreement

PartWhat it covers

This retainer agreement sets out how

Opens with the service being provided on an ongoing basis and explains how the agreement should be read alongside any accepted proposal.

Scope of work

Describes what a standard weekly visit includes, how the checklist works, and which extra jobs are excluded unless they’re priced and booked separately.

Service levels

Defines routine versus urgent requests, what response times apply, and how a missed visit is handled, including make-up visits or credits.

Payment

Covers any one-time setup split, monthly invoicing in advance, the payment due window, and how overdue invoices affect upcoming visits.

Price review

Explains how retainer pricing gets reviewed, how notice is given for changes, and when a checklist change can trigger a revised price or visit time.

Access and keys

Sets out how access notes are recorded, who can see them, and what happens when access changes or safe entry isn’t possible.

What we need from you

Asks for a single point of contact and spells out the client-side conditions that affect the work, including hazards, pets, and checklist updates in writing.

Insurance

States that the provider carries insurance for booked visits, and clarifies what the client should insure and which site rules need to be provided up front.

Damage and issues

Explains how damage is reported with evidence, how repairs or replacements get agreed in writing, and how unrelated issues get flagged and left for the client’s contractor.

Our people

Sets the non-solicitation terms around hiring the provider’s team directly and explains how any exception or buy-out would be confirmed in writing.

How the retainer runs

Describes the month-to-month renewal, how notice periods are handled, and how pauses or schedule changes are confirmed in writing.

What we are responsible for

Defines reasonable care and checklist compliance, then separates provider responsibility from pre-existing conditions, access problems, and late instruction changes.

Ending the agreement

Covers how either side ends the retainer with agreed notice, how the end date and handover are confirmed, and includes the Signature section for acceptance.

Who it is for

Cleaning companies, independent cleaners, and property managers who need an ongoing residential cleaning or commercial cleaning arrangement signed before weekly visits start.

The contract in full

This retainer agreement sets out how we will deliver weekly home cleaning for you, on a repeat schedule, with a checklist we agree up front and then keep to. If you have accepted a proposal from us, that proposal and this agreement should be read together. If something is unclear, we will confirm it in writing before we start or before we make a change.

Scope of work

Weekly home cleaning is delivered as a 2 to 4 hour visit on the agreed day and time. Each visit is done to the room-by-room checklist we set with you during the walk-through, including the monthly deep-detail rotation item that month.

This agreement covers the items listed in the proposal under weekly home cleaning. One-off jobs like deep clean, move-in or move-out cleaning, office cleaning, carpet and upholstery cleaning by machine, and post-renovation dust-out are not included unless we price and book them separately.

* Room-by-room checklist * Bathroom clean and detail * Kitchen surface degrease * Floors and entry grit * Skirting lines and edges * Monthly deep-detail item

Service levels

You can count on a consistent routine: the same checklist, the same visit window, and a supervisor-led handover of notes. For day-to-day questions (like a timing tweak or a note about a room), we reply within the response time we have set for routine requests. For urgent issues (like a lock-out, alarm problem, or an access change that affects today’s visit), we treat it as priority and respond within the priority response time we have set.

If we miss a booked visit due to our side, we will offer the next available slot and confirm the plan in writing. If the miss creates a material gap, we will agree a make-up visit or a credit before the next invoice is due.

Payment

If there is a one-time setup for your plan, we take 25% to start it and the other 75% when the setup is complete. Setup covers the walk-through, the first version of the room-by-room checklist, and your access notes.

Weekly home cleaning is invoiced at the start of each month. Every invoice is payable within 7 days of its date. If an invoice is overdue, we will tell you what the impact is on upcoming visits before we pause or reschedule anything. Any separately booked work is invoiced on the terms shown on that booking and invoice.

Price review

We review retainer pricing at the review interval we use for ongoing clients, because costs and the scope of a space can change over time. If we need to change your price, we will give you written notice before the new price applies, and we will explain what is driving the change. A price change never applies part-way through a period you have already been invoiced for.

If your checklist changes in a way that clearly changes the visit load (for example, an extra bathroom added, a larger kitchen use, or higher-traffic floors), we will flag it and propose an updated price or visit time. We will only change the price once you agree it in writing.

Access and keys

Before the first visit, we agree access with you and write it into your access notes. This includes keys, lockbox location if used, entry codes, alarm steps, and who we should call if something does not work. Only the assigned crew and our supervisor get those notes.

For safety, do not send codes or alarm steps in an online form or in a normal email message. We will use our agreed method for sharing sensitive access details. If access changes, tell us as soon as you can so we can update the notes before the next visit. If we cannot enter safely or legally, we will not force entry, and we will confirm next steps with you.

What we need from you

Please name one main contact who can answer access questions and approve checklist changes. We do not want to chase different people each week, so we will rely on the contact you choose unless you update it in writing.

Please keep the space safe and ready for the visit. That means letting us know about hazards (for example, a slippery floor area, a broken step, or a pet with special handling), and telling us about changes that affect the work (renovations, new tenants, a shift to after-hours access, or rooms that should be left untouched). If you want to add or remove checklist items, we will update the checklist in writing before the next visit so there is no weekly argument about what “clean” meant.

Insurance

We carry the insurance we consider appropriate for cleaning work carried out by our team during booked visits. If you want confirmation of what we hold, ask and we will share the summary we use for clients.

You are responsible for insuring your premises and your contents, including any high-value or fragile items on site. If there are items you do not want handled or moved, tell us and we will note it on the checklist and in the access notes. If you have site rules we must follow (building sign-in, lift bookings, parking instructions, after-hours procedures), please provide them before the first visit so we can build them into the routine.

Damage and issues

If we damage something during a visit, we will report it the same day with a photo and a short note of what happened. We will also tell you what we have done immediately to make it safe, such as isolating a leak point or removing broken glass.

If something is damaged, we will agree the fix with you in writing. Depending on the situation, that can be repair, replacement, or a contribution toward a like-for-like replacement where repair is not practical. If we find an issue that is not ours to fix, such as a leak, mould, pests, or an electrical fault, we will flag it, avoid making it worse, and leave it for your contractor.

Our people

Our price covers recruiting, training, supervision, and keeping a reliable team available for your regular slot. Because of that, you agree not to hire or contract with any member of our team directly while this agreement is running.

This also applies for a period after the agreement ends. We will confirm that period in writing as part of your proposal or invoice terms. If you ask to hire someone you have met through our visits, we will either say no or offer an agreed buy-out option in writing, depending on the situation. This clause does not stop you using other service providers who have not been introduced through us.

How the retainer runs

This is a retainer for ongoing weekly home cleaning, billed monthly in advance at the start of each month. The plan renews from month to month unless either of us ends it by giving notice.

The notice period is the one we agree with you in writing for your plan. If you need to change the day or time, tell us as early as you can and we will offer the nearest slot we have. If you need to pause the plan, the notice and any restart fee are set out on the invoice. We will confirm any pause dates in writing so everyone is working from the same calendar.

What we are responsible for

We are responsible for doing the work with reasonable care and for following the checklist and access notes you have agreed with us. If we make a mistake, we put it right in a practical way, and we keep you informed in writing.

We are not responsible for pre-existing conditions in the property (for example, worn sealant, loose fittings, water damage, or ongoing mould) even if they become more visible after cleaning. We are also not responsible for delays or missed visits caused by lack of access, unsafe conditions, or instructions changing after we arrive. If you have specific “do not touch” items or areas, we need them in the checklist or access notes.

Ending the agreement

Either of us can end this retainer by giving the notice period we have agreed in writing for your plan. We will not make it difficult to leave. We will confirm the end date in writing and, if you want, we will propose a handover clean so the space does not drop between providers.

You pay for work done up to the end date, and for any booked work we have already carried out. If there are keys, lockbox keys, or access devices belonging to you, we return them promptly using the return method we agreed in the access notes. We will also provide the latest version of your checklist and a brief note of the current monthly deep-detail rotation if that helps your continuity.

Signature

Legal Notice: Please consult legal advice and carefully review the content of this contract template before implementing this template in your business.

Questions about this contract template

What should a retainer agreement include?

A retainer agreement usually includes the scope of work, service levels, payment terms, access rules, responsibility for damage and pre-existing issues, and how either side can end the arrangement. This template also covers keys and alarm access notes, price reviews, and non-solicitation of staff.

How do you write a scope of work for ongoing cleaning?

A clear scope of work names what gets done on each visit, how the checklist is agreed and updated, and what’s excluded unless booked separately. This agreement also ties the weekly visit to a room-by-room checklist and includes a monthly deep-detail rotation item.

Do retainer agreements renew automatically?

Some retainers run month to month and continue unless one side gives notice. This template describes a month-to-month renewal and leaves the specific notice period to whatever is agreed in writing for the plan.

How should keys and alarm codes be handled in a cleaning contract?

A cleaning contract usually records the access method, alarm steps, and who to contact if access fails, and it limits who can see that information. This agreement also says access changes should be shared early so notes can be updated before the next visit.

What happens if a scheduled cleaning visit is missed?

The contract should say what happens when a visit is missed and how the plan is confirmed in writing. This template covers missed visits on the provider’s side, including offering the next available slot and agreeing a make-up visit or credit when the gap is material.

Can a cleaning company stop a client from hiring the cleaner directly?

A contract can restrict direct hiring of team members during the agreement and for an agreed period after it ends. This template includes that restriction and says any exception or buy-out option is confirmed in writing.

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