CORE CONTRACTS
Lock In Deposit & Refund Terms
Set clear money rules so deposits stick, refunds are fair, and nobody argues about it later
What it solves
Verbal money terms cause the worst customer fights, and a vague deposit can leave you paying for materials on a job that cancels. This guide helps you size a deposit to your real upfront costs, write fair refund and cancellation rules, and get the money section initialed, so refunds stop being an argument.
What this is worth: Lawyers charge $300 to $2,500 to draft one contract.
What is inside
- Deposit sizing step that matches the amount to your materials and scheduling commitment
- Plain statement of what the deposit covers: the reserved date and the materials ordered
- Three-tier refund rules for before materials are ordered, after purchase, and completed work
- Cancellation window setup with late cancellation fees on each side of the notice period
- Instructions to add the terms to your service agreement and have customers initial them
One time
Instant download with a copy-paste AI prompt. Yours to keep.
48-Hour Refund Policy. If this is not right for you, tell us within 48 hours of your purchase and we will refund you. After 48 hours all sales are final.
By completing your purchase you agree to our Terms and Refund Policy.
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Questions, answered
Big enough to cover materials and secure your time, matched to your real upfront costs. The guide notes many trades land between 30 and 60 percent, and warns that too small leaves you exposed while too big scares people off.
The guide has you state that the deposit reserves the customer's date and funds materials ordered for them. Once work or ordering starts, that money is already committed to their job, which is why it stops being refundable.
The file is general information, not legal advice, and Resource Pilot is not a law firm. It tells you to reference any consumer rules that apply in your state and to confirm the terms with a licensed professional before relying on them.
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