Guide category
Service Agreements
Build Service Agreements and staff contracts, and keep support coordination organised.
Step-by-step guides
- Service Agreements overview What Service Agreements are in BondiByte, where to find them, how an agreement moves from Draft to Active, and which guide to follow next.
- Create a Service Agreement Create a draft Service Agreement for a client with its dates, total budget and funding management, ready for NDIS catalogue line items to be added.
- Complete the agreement profile Review an agreement's profile and update its title, status, funding management, dates and notes so the record is accurate before you rely on it.
- Choose a pricing zone Choose National, Remote or Very Remote on a Service Agreement so new line items start with the NDIS catalogue price for that zone.
- Add line items Add NDIS catalogue line items to a Service Agreement, check the agreed rate for the pricing zone, and enter the hours per week to see the cost.
- National, Remote and Very Remote pricing How the National, Remote and Very Remote pricing zones work on a Service Agreement, which catalogue price each suggests, and what changes when you switch.
- Change an agreed rate Set a different agreed hourly rate on a Service Agreement line, see how it compares with the catalogue price, and correct a saved rate by replacing the line.
- The shared NDIS catalogue How BondiByte supplies the NDIS catalogue to every organisation, where you use it in agreements, how prices apply and what happens when a new one starts.
- Import line items Add many NDIS line items to a Service Agreement at once from a CSV file or a screenshot of a table, check every match, then save the rows you choose.
- Preview and download the agreement PDF Check how a Service Agreement reads on screen with Preview agreement, then download the agreement as a PDF with Download PDF to print, share or keep.
- Send an agreement for E-signature Send a Service Agreement to a participant, guardian or provider to review and sign electronically, follow the request and download the signed copy.
- What happens after an agreement is signed How a Service Agreement behaves once it is signed, by E-signature or an uploaded signed copy: what becomes read-only, what stays available and how to change it.
More setup guides
- Service Agreements Build a participant service agreement template with variables, generate a PDF, send it to the client or their representative to sign electronically, and feed the agreed line items into billing.
- Staff Contracts Build an employment contract template for staff with variables and Pay Level line items, generate a PDF, and send it to the staff member to sign electronically.
- Support Coordination Manage a support coordination caseload, log billable case notes, track plan budgets, manage tasks, goals, and referrals, and prepare claims.
Other guide categories
Need help with this part of BondiByte?
Book a demo and we can walk through it with your organisation's setup.