Customers · Article 4 of 4
The service agreement
The service agreement sets out the terms of the plan management arrangement between your organisation and the participant. Navigator generates it automatically from existing data and offers it as a downloadable PDF.
Where to find it
- Open the customer's profile in Navigator.
- Click More… in the action stack at the bottom of the left sidebar.
- Choose View service agreement. The agreement opens in a new view, with a download button for the PDF.
What the service agreement contains
The agreement is generated automatically. It pulls from several records — so instead of editing a document, you update the underlying data and the agreement reflects the change.
- Participant details — name, NDIS number, address, and contact information from the customer record.
- Primary contact details — the contact on this customer who is marked as Primary contact.
- Organisation details — your organisation's name, email address, and signature block, from account settings.
- ABN details — the ABN of the account's registered plan management entity, set by your administrator.
- Date — the current date is stamped on the agreement at the time it's viewed or downloaded.
How to update what appears on the agreement
Because everything is generated, you update the agreement by editing the underlying records. There is no separate "edit service agreement" form.
| What needs to change | Where to update it |
|---|---|
| Participant's name, address, or NDIS number | Edit the customer's profile via Edit information. |
| Primary contact's name or details | Edit the contact record, and make sure the right person is marked primary on the customer–contact link. |
| Organisation name or email address | Account settings → Content & signatures. |
| Signature block at the bottom | Account settings → Content & signatures → Email signature. |
| ABN details | Managed by your administrator in account settings. |
Once the underlying data is updated, reload the service agreement page and the document will reflect the new information.
Downloading and sending the PDF
From the service agreement page, use the Download PDF option to save the document. You can then attach it to an email sent from Navigator, or send it through your normal channels.
There is no automated delivery of the service agreement — your team is responsible for sending it to the participant at the appropriate point in onboarding (typically when their status moves to Pending service agreement).