Which document do I need?

Which document do I need?

Answer two questions and you will have it narrowed down. Every document page also lists related documents.

1. Agreement or terms?

Agreement Terms & Conditions
How it works A full contract both parties sign. Terms you attach to your quote, proposal or order.
Best for Bigger jobs, ongoing work, jobs with lots of attachments, or when the other side wants a signed contract. Everyday quotes and smaller jobs. Bigger jobs work too if you are happy with the terms. A wind farm could be built under T&Cs.
Signing Both parties sign. Check that everyone signing is authorised to. No signature needed. The client or customer accepts your quote by email or by their actions.
Details Names, prices and dates go in the Details table. Names, prices and dates go in your quote.

If you send quotes, start with the Terms. If the job is large or the other side asks for a contract, use the Agreement.

2. What is the job?

If you… Agreement Terms
Build, repair or do trade work for a client Contractor Agreement Contractor Terms
Engage a subcontractor under a head contract Subcontractor Agreement Subcontractor Terms
Do small building jobs Minor Works Agreement Work Terms
Order trade work by purchase order Trade Call-Off Agreement Purchase Order Terms
Give professional advice, design or reports Consultant Agreement Consultant Terms
Provide services that are not building or advice Services Agreement Services Terms (or Simple Services Terms)
Provide the same services over and over Master Services Agreement Master Services Terms
Sell goods only Supply of Goods Agreement Supply of Goods Terms & Conditions (or Simple Supply of Goods Terms)
Sell goods and do work with them Supply of Goods and Services Agreement Supply of Goods and Services Terms
Supply and install Supply and Install Agreement Supply and Install Terms
Clean offices or other businesses Commercial Cleaning Agreement Commercial Cleaning Terms
Clean homes Residential Cleaning Agreement Residential Cleaning Terms
Work at an event Event Catering Agreement
Event Media Agreement
Event Services Agreement
Event Supply of Equipment Agreement
Event Supply of Goods Agreement
Event Supply of Goods and Services Agreement
Event Catering Terms
Event Media Terms
Event Services Terms
Event Supply of Equipment Terms
Event Supply of Goods Terms
Event Supply of Goods and Services Terms
Create sponsored content Influencer Agreement Influencer Terms

Contractor, consultant or services?

Document Use it when the work is…
Contractor Physical work with a result: building, installing, repairing.
Subcontractor Part of a bigger job you have already contracted to do for someone else.
Consultant Advice, design, reports or expertise that the client relies on.
Services Anything else done for a fee, such as admin, IT, marketing or maintenance.

Hiring someone to work in your business?

If they… Use
Work regular hours as part of your team Full-time / Part-time Employment Agreement
Work for a set period Fixed-term Employment Agreement
Work shifts when offered, with no set hours Casual Employment Agreement or Casual Shift Employment Agreement
Work on a screen production Cast and Crew Member Agreement (employee) or Cast and Crew Contractor Agreement (contractor)

There is plenty of case law on this. Calling someone a contractor does not make them one. If you control how, when and where they work, and they work as part of your business, they may be an employee. See the ATO’s guide to the difference between employees and independent contractors.

Letters and notices

You need to… Use
Send a proposal the client can accept Works proposal or Consultant proposal letter
Engage an expert. This is not for engaging an expert witness for court. Go to a law firm for that. Expert engagement letter
Start work before the contract is signed Letter of intent or Preferred Contractor Agreement
Ask for more time Delay Notice, then Claim for an extension of time
Claim for extra work Variation claim
Claim extra cost caused by the other side Notice of loss or expense
Raise a problem early Notice of concerns
Ask for a defect to be fixed Defect Notice
Formally start a dispute Notice of dispute
Stop work for non-payment Notice of suspension
End the contract for breach Contractor's notice of intention to terminate or Owner's notice of intention to terminate

Other documents

You need to… Use
Keep information confidential before you share it Confidentiality Agreement
Transfer a contract to someone else Novation Deed
Give a warranty to an owner or head contractor Subcontractor Warranty
Run other contractors on a project Construction Management Agreement
Join a head contractor’s tender Subcontractor Tender Bid Participation Agreement
Get access to land for a project Land Access Agreement
Co-produce a screen project Co-Production Agreement

Still not sure? Contact us and tell us what the job is. We’ll point you to the right document.