Contract Details

The Contract Details page provides a comprehensive overview of all contract-related information. You have the flexibility to customize this page to meet your company's specific needs.

This page includes the following key sections:

• Appointment Notes: Document any specific notes or instructions related to the service appointment.
• Customer Will: Clearly outline the customer's responsibilities and commitments.
• Contractor Will: Define the contractor's obligations and the scope of work to be performed.
• Additional Notes: A flexible section for any other important information not covered elsewhere.
• Global Warranties: Specify the warranties that apply to all contracts.
• Right to Cancel Contract Language: Ensure you have the legally required language regarding the customer's right to cancel.
• Signoffs: Capture all necessary signatures you want to be required to finalize the contract.
• Customer Portal: Manage settings related to the customer's view and interaction with the contract in their portal.

Appointment Notes:

Document any specific notes or instructions related to the service appointment.

Example of Appointment Notes:

1. Title : What you want your note to be referencing
2. Body: The description of what the note is to detail
3. Add by Default: This allow this appointment not to be added to it by default on all appointments.
4. Pencil: This open a pop up window, that allows for the editing of 1,2 and 3 once more

5. Arrows - allows you to rearrage your notes into a different to fit your liking

   Trash Can - If you want to delete that row of appointment notes then clicking this will remove it

Customer Will

Clearly outline the customer's responsibilities and commitments.

How to Manage Your Wills

This section provides a complete overview of how you can manage your customer wills.

• Will Description (1) : This is a brief description of the will. You can edit this by clicking the pencil icon (3) or the description itself.
• Default Status (2): The toggle switch indicates whether a will is set as the default. Flipping it on or off will change its status. The default will is the one that will be used automatically unless another is selected.
• Reordering (4): Use the arrows to move wills up or down the list. This changes the order in which they appear.
• Deletion (5): The trash can icon will permanently delete the selected will. This action cannot be undone.

To add a customer will, you will click the blue "Add Customer Will" button (1), which will open a description box as seen below:customer

After adding a new customer will, you will scroll to the bottom of the section you are updating and at the end, in this case. A 28th customer had been been added, and we now see this empty box for a "Customer Will" to be filled in.   

Once your changes are made, click the save button at the bottom right. 

Additional Notes:

A flexible section for any other important information not covered elsewhere.

• Title (1): This is the name for your notes section.
• Body (2): This is the main content of your notes.
• Added by Default (3): Toggle this on to automatically include these notes on all new proposals.
• Actions (4): Use the pencil to edit the title and body, the arrows to change the order of the notes, or the trash can to delete the section.
• Add Additional Note (5): Click this to create a brand new, customizable notes section.

Global Warranties:

Specify the warranties that apply to all contracts.

The Global Warranties option allows you to add a single warranty to multiple products at the same time. This saves you from having to apply warranties to each product individually. You can select an existing warranty or create a new one to apply to your chosen products.

Right to Cancel Contract Language:

Ensure you have the legally required language regarding the customer's right to cancel.

You can toggle on the Right to Cancel option to add a cancellation policy to your proposals (Yellow box above) . When you turn it on, you'll see a series of text boxes you can customize:

• Introduction
• How to Cancel
• Closing
• Customer Signature

Each of these can be customized with your own wording and will be included in the proposals you create.

Signoffs:

Capture all necessary signatures you want to be required to finalize the contract.

Here are the areas you can customize in the Signoffs section:

• Section Title (1): This is the main title for the signoff section.
• Company Contract Language (2): Use this text box to customize the contract language for your company.
• Include Company Signature (3): Toggle this on to require a company signature. You can also customize the name of the signature label.
• Company Disclaimer (4): Add any company-specific disclaimers here.
• Customer Contract Language (5): This is where you can add the contract language for the customer.
• Include Customer Signature (6): Toggle this on to require a customer signature on the document.

Customer Portal:

Manage settings related to the customer's view and interaction with the contract in their portal.

Here you can control what your customers see in their portal, specifically regarding the terms and conditions and post-signing messages.

Terms and Conditions (1): Add your terms and conditions here. If you leave this field blank, a terms and conditions window will not appear when customers access the PDF signing tool.

Signature Dialog Message (2): This is a brief message that shows up at the bottom of the sign/type box that customers use to complete their signature. If you leave this field blank, no message will be displayed.

Complete All Signatures Message (3): Use this pop-up message to inform customers of next steps or provide a custom message after they finish signing. For example, you could say, "You will be notified within 24 hours." If you leave this blank, the message will not appear and the customer will be automatically returned to the Customer Portal.