A service agreement is the document that says what you will deliver, at what price, on what terms. It is required, it is asked for at audit, and in most organisations it lives as a Word template and a folder of scanned PDFs.
Service agreements — how it works
Agreements are generated from the participant’s record and the supports being delivered, so the details come from live data rather than being retyped into a template. They are sent for signature, tracked through draft, sent, signed and voided, and stored against the participant.
Because the agreement is a record rather than an attachment, its dates and status are visible where the participant is managed — including when it is due for renewal.
Why it matters for NDIS providers
An expired or missing service agreement is a finding at audit and a weak position in any dispute about what was agreed. Both problems come from agreements being documents rather than records.
- Generated from live data: the participant and supports come from the record, not from retyping.
- Tracked to signature: draft, sent, signed and voided are states, not guesses.
- Visible where the participant is: status and dates sit on the record rather than in a folder.
What's included
- Agreement generation. Built from the participant record and the supports being delivered.
- Send and sign tracking. Draft, sent, signed and voided states recorded.
- Stored on the record. The agreement kept against the participant it belongs to.
- Date and renewal visibility. Start, end and renewal dates surfaced before expiry.
- Provider agreements too. Agreements with providers held the same way in support coordination.
Who it's for
Every NDIS provider, since service agreements are an expectation of the Practice Standards, and quality managers preparing for audit. Support coordinators use the same mechanism for agreements between participants and the providers they broker.
Getting started
Service Agreements is included in your Rostery plan and works the moment your data is in — there is no separate module to buy or set up. Book a demo and we will show it on your own workflows, and use Rostery's “Smart Switch” data migration to bring your existing clients, staff, shifts and notes across from your current software in minutes.
Terms used on this page
Related capabilities
Source
The rules this feature works to are set by NDIS Quality and Safeguards Commission, which is the authority on them and is updated more often than any page here.