Service Agreement Builder
- Configurable rich-text template
- Reusable variables that auto-fill
- Add your organisation branding
- Export a clean PDF
Service Agreements & E-signature
Build agreements once, and let them flow to billing.
Create service agreements from the client record and your NDIS catalogue, capture signatures, and keep signed copies on file, with active-agreement guards so the current agreement is always clear.
Agreement and billing detail then flow through completed shifts and shift billing to reviewable invoice drafts, so nobody re-keys the same information.
From template to signed agreement 
Video series
Watch the Service Agreements series.
Short demonstrations in the real product, using made-up data. Choose a part to watch it here.
Watch the full series on YouTube (opens YouTube in a new tab)
Agreements that hold up, and connect.
Signatures and version control
- Capture electronic signatures
- Signed copy stored on the record
- Active-agreement guards
- Snapshot preserved when templates change
Built on your NDIS catalog
- Import NDIS catalog line items
- Searchable support items
- Consistent support detail
- Feeds shift billing
Connected to billing
- Agreement detail flows to shift billing
- Invoice drafts from delivered support
- One source of truth
- No double handling
One connected billing workflow
From service agreement to invoice.
Unlike standalone agreement tools, BondiByte connects every stage of service delivery. Information flows automatically across each operational process, so the same detail is entered once and reused from onboarding through to billing.
Enter once. Flows to the invoice. No double handling.
- Service agreement
- Roster
- Support delivered
- Invoice draft
- Sent to plan manager
Builder, signature and line items, in depth.
Three parts of one flow: write the template, fill it per client, get it signed, and let the funded supports drive everything downstream.
Service Agreement Builder
Write your agreement once, in your words and with your logo. Every client agreement then fills itself, ready to preview, publish and send for signature.
- A rich-text editor with headings, tables and an HTML source view
- More than 30 auto-filled details: client, representative, plan manager, dates, provider details
- A live funded-supports table placed once, rendered per client with codes, prices and budgets
- Paste your existing agreement and BondiByte suggests which wording should become variables
- Sample-data preview before you publish, and numbered versions when you do
- Signed copies are captured as fixed snapshots that later template edits never touch
E-signature
Clients and staff sign on any device without an account, and the exact document they signed is stored, timestamped and locked.
- A secure signing link by email, carrying your logo and brand colour
- The document is captured at send time, so later edits can never change what was signed
- Signer roles recorded: participant, guardian, staff member or another party
- Sent, viewed and signed timestamps on every request, with links expiring after 30 days
- The signed PDF carries the drawn signature, signer name, time and a document fingerprint
- The same flow covers client service agreements and staff employment contracts
Line items & budgets
Every funded support sits on the agreement as a line item: the NDIS code, unit price, quantity and budget, entered once. Shifts, invoices and claims all draw from those same lines.
- Catalogue-backed lines: code, support name, unit and price fill in from the NDIS catalogue
- Custom lines for supports that sit outside the catalogue
- Import a batch of lines with the BondiByte CSV template, matched to your catalogue
- Screenshot-assisted capture where your organisation has that capability enabled
- Imported and captured lines are reviewed before anything is saved to the agreement
- Prices locked into the line when added, so the agreement keeps saying what was agreed
- Quantities, budgets, optional per-line dates and notes, with the total building itself
- The agreement goes active on its start date and its lines appear for shifts and rostering
- Signed agreements are read-only, lines included; changes go into a new agreement
Where the agreement flows next.
Timesheets
Shifts become draft timesheets carrying pay levels and sleepover components, ready for approval and payroll.
NDIS invoicing
Draft invoices from completed shifts and render PDFs, with a claim file (CSV) per participant for Support Coordination.
Frequently asked questions.
Can I use our existing service agreement wording?
Yes. Paste your current agreement into the editor and BondiByte finds the wording that should become template variables. You confirm each one, swap any it got wrong, and preview the result with sample data before anything is saved. Finding variables is one of the AI-assisted features, so it is available once your organisation has turned those on; placing variables yourself always works.
What happens to agreements that are already signed when I change the template?
Nothing. Signed agreements are captured as fixed copies at signing time. Template changes only affect agreements generated after you publish the new version.
Does the person signing need a BondiByte account?
No. They receive an email with a private link and sign in their browser on any device. There is nothing to install and no password to set up.
What record do I have of the signing?
The signed PDF includes the drawn signature, the signer's name, the date and time and a unique document fingerprint, and the request keeps sent, viewed and signed timestamps. The signer must also tick a consent statement before signing.
What happens when NDIS pricing changes?
Lines already on agreements keep the price that was agreed. BondiByte keeps the catalogue up to date for you, and new lines pick up the new prices. Confirming prices against the current NDIS Pricing Arrangements stays your call.
Is the built-in template legal advice?
No. It is a practical starting point. Review the wording with your own team or advisers before relying on it, the same way you would any agreement.
Can I import service agreement line items instead of typing them in one by one?
Yes. Import a batch of line items with the BondiByte CSV template and they are matched to your NDIS catalogue. Where your organisation has screenshot-assisted capture enabled, a screenshot of an existing agreement or plan can be read into draft lines the same way. Either way, nothing saves automatically: you review the catalogue match, quantities and budgets first, and the usual agreement controls, including read-only signed agreements, still apply.
Go deeper into agreements.
Each of these has its own page: why it exists, how it works, and the controls that stay with managers.
Feature
Service Agreement Builder
Write your agreement once, in your words and with your logo. Every client agreement then fills itself with their details, plan manager, dates and…
Explore Service Agreement BuilderFeatureE-signature
Send agreements and contracts for E-signature straight from the record. Clients and staff sign on any device without an account, and the exact…
Explore E-signatureFeatureLine items & budgets
Every funded support sits on the agreement as a line item: the NDIS code, unit price, quantity and budget, entered once. Shifts, invoices and claims…
Explore Line items & budgetsKeep agreements and billing aligned.
Start your free trial, or book a demo to see how BondiByte connects service agreements, the NDIS catalogue, and invoice drafts.