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Templates / Proposal

Free Service Proposal Template

A service proposal covers the scope of work, the services included, what it costs, how payment works, and how acceptance gets signed.

Service Proposal template preview

Language:

en

Last updated:

October 2026

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Email drops, printing stops, and the Wi Fi goes out right when payroll or invoicing needs to run, which means the buyer wants a plan that stops repeat faults and makes costs clear. This service proposal keeps the wording on track across Overview, About me, Selected work, and Portfolio, then moves into the service schedule and the pricing the client accepts.

The proposal opens with what changes once support takes over, then explains how faults get traced from the router and Wi Fi inward to devices and Microsoft 365, with notes kept on what got changed so the next incident doesn’t start from zero. Zilla Slab headings sit over Roboto body text, with teal and rust accents, and the later sections cover remote support, on-site visits, router and Wi Fi setup, Microsoft 365 setup and hardening, email and data migration, and backups with a test restore.

  • Overview The opening promise and the fault-finding approach you’re proposing, so the client understands what gets checked first and what gets documented.
  • The service schedule it The intake, audit, and network fault-finding sequence, which you edit to match how you’ll start and what you’ll look at on the first visit.
  • What it costs The Keep it steady priced item, where you replace the template numbers with your own pricing before you send it.
  • Getting started The acceptance steps plus a signature and fee summary, including the 40% setup deposit that gets the work booked.
  • Payment The deposit split, monthly billing timing, and the 7-day due window, plus the access details you’ll ask for at kickoff.

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 service proposal

PartWhat it covers

Overview

The overview describes what stops breaking, how faults get traced, and why changes get documented, so the client sees the approach before any pricing.

About me

The background section explains who’s responsible for the work and how fixes and bigger changes get explained and priced before anything is touched.

Selected work

Selected work introduces the kinds of recent support jobs the proposal points to, so you can show the pattern of issues you’ve handled.

Portfolio

The portfolio gives examples of Wi Fi cleanup, Microsoft 365 setup, and migration work, which you swap for your own projects if needed.

The service schedule it

The schedule covers intake and audit, then network fault-finding across router, Wi Fi, cabling, switches, devices, and Microsoft 365, so the first visit has a clear sequence.

Remote support

The services section explains what gets handled remotely versus on-site visits, plus router and Wi Fi setup, so the client knows what each type of support includes.

Microsoft

The Microsoft 365 section covers tenant setup and hardening, email and data migration, and backups with a test restore, so the work has a defined scope.

What it costs

Pricing sits under Keep it steady, where you replace the template figures with your own and keep the plan description aligned with what you’ll deliver.

Getting started

Getting started carries the fee summary and signature block, and the steps explain what happens after acceptance, including the 40% setup deposit.

Can you come on-site today if it’s urgent?

The Q&A section answers urgency, what access you need to begin, how stability is reached, and when equipment has to be replaced versus kept.

Payment

Payment states the 40/60 split for setup and project work, monthly billing timing, the 7-day due window, and what access details should be shared outside the proposal.

Parts and replacements

Parts and replacements explains what’s included, how extra time and project work gets billed, what response and scheduling looks like, and how a monthly plan ends with notice.

Who it is for

IT support technicians, managed services providers, and helpdesk teams quoting ongoing support, network management, or Microsoft 365 work for small offices.

The proposal in full

Overview

Email, printing, shared files, and Wi Fi stop being a weekly interruption. When something does break, you get a fast answer, a plain explanation of the cause, and a fix that does not repeat next week.

I will take over the fault finding, fix what can be fixed immediately, and give you a short list of what needs changing next. You get one number to call that picks up, plus a network and Microsoft 365 setup that stays stable.

I start by getting a clear picture of what you have and what is failing, then I work from the network edge inward: router, Wi Fi, cabling, switches, then devices and Microsoft 365. I document what I change as I go, so the next incident does not start from zero.

About me

I’m Kevin Mwangi, an IT support technician. I do on site and remote support for small teams that need their systems to run without drama. Most of my work starts the same way: a few recurring issues that keep stealing hours, plus a setup that has grown without anyone owning it end to end.

I keep IT support simple and accountable. You talk to me, I do the work, and I tell you what changed. I don’t hide behind vague “network issues”. If the fix is a settings change, I do it. If the fix needs a part or a bigger change, I price it clearly before I touch it.

Selected work

Here are three recent IT support jobs where the goal was simple: keep people working, and stop the same faults coming back.

Portfolio

Office Wi Fi cleanup. Frequent dropouts were coming from overlapping access points and a router running default settings. I mapped coverage, removed duplicate SSIDs, and rebuilt the Wi Fi config. The result was stable connections across the workspace and fewer urgent calls.

Microsoft 365 setup. A small team needed one tenant, consistent logins, and basic security. I set up the tenant, tightened sign in rules, and configured accounts and devices. Staff had one sign in that worked across email, files, and Teams.

Email and data migration. Mailboxes were split across systems, with missing history and unreliable access. I migrated mailboxes and moved shared data in a planned window. Staff kept working during the move and came back to complete mail histories.

“Issues stopped repeating, and I finally got straight answers on what failed.”

Operations manager, a small office team

The service schedule it

T support can start as a one off fix, then roll into ongoing cover. You can reach me by call or message between visits. For urgent issues, I start remote checks first, then come on site when the fix needs hands on work.

1. Intake and audit Once, at start I collect your current logins, device list, and how you work day to day: email, printing, shared files, and line of business apps. I check endpoints, user accounts, and basic security settings so I know what I am inheriting and what cannot be left as is. 2. Network fault find First visit I test the router, Wi Fi, cabling, and any switches to find the failure point, not just the symptom. You get a plain summary of what is wrong, what I fixed on the day, and what needs parts or a planned change window. 3. Stabilise core services Weekly I handle tickets as they come in, patch computers, and keep an eye on recurring issues. When a fault repeats, I treat it as a root cause job, not another quick reset, and I tell you what I changed so you can track the difference. 4. Review and plan Each month I review the month’s incidents and the top causes, then propose the next improvements in order of impact: Wi Fi, backups, Microsoft 365 security, or device refresh. You get a short action list with prices where spending is required.

Remote support

I handle day to day issues by call or remote session, billed per hour. You get an update as soon as I have a cause and a next step, not after hours of silence.

ON SITE SUPPORT VISITS

When a fix needs hands on work, I come on site and handle it per visit. I use the visit to fix the immediate fault and check for the next likely failure point.

ROUTER AND WI FI SETUP

I clean up router settings, Wi Fi names, passwords, and coverage issues per site. This includes channel planning and removing duplicate or conflicting access points where possible.

Microsoft

365 SETUP AND HARDENING

I set up your tenant, user accounts, and baseline security settings. I align sign in and access rules with how your staff actually work, then test the logins on real devices.

EMAIL AND DATA MIGRATION

I migrate email per mailbox and data per GB, with a planned cutover so staff keep working. I verify mail flow, permissions, and access to shared files before I sign off.

BACKUPS AND TEST RESTORE

I set up backups, then run a test restore so you can see what would happen in a real recovery. I log the backup status and call out any device that cannot be backed up reliably.

What it costs

Pick the monthly plan if you want one point of contact and fewer repeat incidents. Use the one-off options when you only need a fix or a specific setup. Prices are per month.

Priced items

Getting started

If you want me to take this over, sign below and I’ll book the first audit and fault find visit.

1. Sign this proposal and share the best contact for access and scheduling. 2. Pay the 40% setup deposit so I can start the initial work. 3. I begin intake and schedule the first on site visit.

Signature

Fee summary

Can you come on-site today if it’s urgent?

Yes, if I’m available I can come the same day. I still start with a quick remote check first, because a five minute look can tell me whether I need to bring hardware, cables, or a replacement router.

WHAT DO YOU NEED FROM US TO START, AND HOW LONG UNTIL THINGS ARE STABLE?

To start, I need admin access where it exists: router login, Microsoft 365 admin, and a list of staff devices. Stability depends on what I find, but most offices see fewer incidents after the first fault find visit and cleanup.

DO WE HAVE TO REPLACE EQUIPMENT, OR CAN YOU WORK WITH WHAT WE HAVE?

I will work with what you have where it is safe and stable. If a router, access point, or PC is the source of repeated failures, I will show you the evidence and price options before you replace anything.

HOW DO YOU BILL: PER HOUR, PER VISIT, OR MONTHLY?

Remote support is billed per hour, and on site desktop support is billed per visit. Project work like Microsoft 365 setup, migration, and network installs is priced to the unit listed in the pricing section. Ongoing support is invoiced monthly at the start of the month.

Payment

Setup and project work is billed 40% to start and 60% when complete. Ongoing monthly support is invoiced at the start of each month. Every invoice is payable within 7 days of its date.

Start details. To start, I’ll ask for admin access where it exists: router login, Microsoft 365 admin, and a list of staff devices. Please share passwords and codes by a secure method, not inside this document.

Remote first. For urgent issues I start with a quick remote check, because it tells me whether I can fix it immediately or need to come on-site with specific cables, parts, or a replacement router.

On-site access. For on-site visits I need access to the router, switches, Wi‑Fi points, and the PCs involved. If I arrive and can’t access the equipment or a user isn’t available, the visit still counts.

Parts and replacements

I’ll work with existing equipment where it is safe and stable. If a device is causing repeat failures, I’ll show you what I’m seeing and share priced options before anything is replaced.

What counts as included. Your monthly plan covers the remote hours and on-site visits listed in pricing, plus the monthly review and planning. Any extra time, extra visits, or project work is billed at the relevant unit price.

Response and scheduling. I’ll confirm receipt of new requests and give you a next step and an ETA. Same-day on-site is possible when I’m available, and I’ll tell you up front if my schedule is full.

Ending a plan. Either side can end a monthly plan with notice. The notice period and any end-of-plan handover details are set out on the invoice or statement of work for your plan.

Questions about this proposal template

What should a service proposal include?

A service proposal usually explains the scope of work, what services are included, what the client pays, and how acceptance works. This one also covers how faults get investigated, what happens first during intake and audit, and how payment and deposits are handled.

How do you price IT support in a proposal?

A proposal can price support as ongoing monthly cover or as one-off work, as long as the billing basis is clear. This template includes one priced item called Keep it steady, and you replace the template numbers with your own before sending.

Do clients have to pick an option before they can accept?

At least one priced item is required for acceptance in this proposal. The pricing section is built around a single item, so the client accepts that line to sign.

What payment terms should go in a service proposal?

Payment terms usually cover when invoices go out, when they’re due, and how deposits work for setup or project work. This template states a 40% deposit to start, 60% on completion for setup and project work, and monthly support invoiced at the start of each month with invoices due within 7 days.

What’s the difference between a service proposal and a contract?

A service proposal explains the work, pricing, and terms in a way that’s easy to review and accept. A contract usually carries the full legal agreement and is signed as the binding document, which some teams keep separate from the proposal.

What information do you need from a client before starting IT support?

IT support usually starts with admin access where it exists, plus a device list and a picture of how the office works day to day. This proposal calls out access to router and Microsoft 365 admin, staff devices, and on-site access to network hardware when a visit is needed.

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