Service agreements

A service agreement records the supports you have agreed to deliver, the terms you can claim under, and (optionally) collects signatures.

You need a saved NDIS plan first

You can only build an agreement once the participant has a saved NDIS plan. With no plan, the tab says “Complete the NDIS plan first.” The agreement links to the current plan automatically, so the Linked NDIS plan field is read-only. You do not choose the plan, it links once the plan exists.

Signing: e-signature or manual

• Send for e-signature: uses our built-in e-signature tool. It emails the agreement to the participant (or their representative) and your provider signatory, tracks the signatures, marks the agreement Signed automatically, and files a signed PDF. The status is managed for you.
• Manage manually: no tool is used. You handle signing yourself (on paper, for example), set the Status (Draft, Sent or Signed), and can upload a scan of the signed copy.

Start date is required; End date is optional. In e-signature mode the status updates on its own; in manual mode you set it.

Agreed support items (where Stated matters)

This section reads directly from the plan’s budget pools, and the Stated vs Flexible choice from the plan drives it:

• Only the plan’s active budget pools appear here.
• A Stated pool is always included and you must add its NDIS support codes. Until you do, you will see a warning that shifts on that budget have no claimable codes.
• A Flexible pool is optional. Tick it only if you want to lock in specific agreed rates; otherwise you can leave it.

Each support item carries its NDIS support code, the agreed rate, the unit, and a quote approval status where a quote is required.

Claim terms

These toggles decide which clauses go into the signed document and what your team can claim:

• NDIA report: claim time spent writing NDIA-required reports.
• Non-face-to-face: deliver supports by phone or video, not only in person.
• Short notice cancellation: charge up to 100% of the agreed price for a cancellation inside the notice period.
• Provider travel time: claim worker travel to and from the participant, capped by the plan’s MMM remoteness level.

Invoicing

Who you invoice depends on the plan’s funding type:

• Plan-managed: one invoice contact (the plan manager). A recipient name and a valid email are required.
• Self-managed: one invoice contact (the participant or their nominee).
• NDIA-managed: no invoice contact, since you claim from the NDIA directly.
• Mixed: one contact for each funding style in use across the active pools.

A plan manager you added under Contacts can be used as the recipient.

Sending and saving

Select Update agreement to save. To send for e-signature, the participant (or representative) and your provider signatory both need an email, or you will see “Missing before sending” listing what is needed.