Errand and Concierge Services Agreement Template

What is a errand and concierge services agreement?

Errand services are small jobs built on big trust. A client hands over their grocery list, their dry-cleaning ticket, sometimes their credit card or their front door key — and for older clients, a family member may be arranging it all from another city. Money and access are where misunderstandings happen, so they're worth settling on paper.

This agreement lists the typical tasks and what's not included (such as personal care or driving the client), and an optional regular schedule. It sets an hourly rate billed in 15-minute steps, a minimum per visit, mileage and a same-day surcharge, and how often you invoice. For purchases, you choose whether you pay and get repaid, use the client's card, or draw on a prepaid errand fund, with a price limit above which you check first and every receipt handed over. If you hold a key or entry code, there are clear rules for keeping it safe. It also covers care of belongings, confidentiality, vehicle insurance, cancellation and ending at any time.

When to use a errand and concierge services agreement

• A busy professional who wants weekly grocery, pharmacy and dry-cleaning runs
• A daughter arranging twice-weekly errands for an elderly parent living alone
• A new parent who needs someone to wait in for deliveries and repairs
• A lifestyle concierge handling gifts, reservations and returns for executives
• Someone recovering from surgery who can't drive for a few weeks

What you fill in

21 blanks, then the name and email of each person who signs: errand provider, client.

What the errand and concierge services agreement covers

1. Tasks
2. Rates
3. Buying things for the Client
4. Keys and home access
5. Care and responsibility
6. Cancellation and ending
7. General

Using the errand and concierge services agreement, step by step

1 Who and what

Enter the client and their address, and who the errands are for if it's a relative. Edit the list of typical tasks and what's not included, and add a regular schedule if there is one.

2 Set your rates

Enter the hourly rate and, if you use them, a minimum per visit, a mileage rate and a same-day surcharge. Choose whether you bill after each errand, weekly or monthly.

3 Purchases and keys

Set the price above which you'll check before buying, and choose how purchases are paid for. Say whether you hold a key or entry code, and note the details.

4 Send

Set the cancellation window and the governing law, and send it for signature. The client can sign from their phone or tablet.

Tips before you send it

• Photograph each receipt and send it the same day. It builds trust faster than anything else.
• Keep keys on a tag with a number, never a name or address, and keep a list of which number is which somewhere separate.
• When a relative pays for errands for someone else, agree who you take instructions from — the client, the relative, or both.
• Check your car insurance covers using your vehicle for paid errands. Many personal policies don't.

Errand and concierge services agreement: frequently asked questions

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This template is a general starting point, not legal advice. Laws differ between countries and states — have a lawyer review the agreement for your situation before you rely on it. Page last reviewed 2026-10-19.