This Help Article covers:

General/Overview:

You can have Customers digitally sign to “Accept” your Terms of Trade.

This is a feature that can be “Enabled” by you to manage your Terms of Trade digitally, OR be left “Un-Enabled” to manage manually.

Enabling (turning On) for the first time loads and displays the default Terms of Trade Content. This can be Edited.

Once Enabled, an email can be sent to Customers that contains a link to your Terms of Trade where they can be viewed and Accepted.

Customers Windows will display a Status Badge indicating a Customer has: "not accepted"/"accepted" your Digital Terms of Trade.

Customers who have not Accepted your Terms of Trade, when adding a Job, display a popup to remind you Terms of Trade Not Accepted.

Enabling Digital Terms of Trade is done from the Terms of Trade Expandable Section of the Company Setting's Correspondence Top Tab.

Quick Flow:

1. From the Side Menu, Press Company Settings, then Press the Correspondence Top Tab to display the Terms of Trade Expandable Section

2. From the Terms of Trade Expandable Section, tick “Enable Terms of Trade” to load and display the Terms of Trade Content, then [SAVE]

New Customers - When entered, on Save you will get a popup asking you if you want to send a “Customer Intake Email”, the “Customer Intake Email” contains a link for the new Customer to Accept your Terms of Trade digitally

Existing Customers - Will display the "Terms of Trade not accepted" Status Badge, from here the “Customer Intake Email” can be sent, or if they have signed your Terms of Trade, be manually "Marked as accepted". Press on the “Terms of Trade not accepted” red Status Badge then Select an option.

💡 TIP: The wording of the “Customer Intake Email” can be changed at Company Settings > Correspondence > Email Settings > Customer Templates OR a separate template created for Existing Customers.

💡 TIP: The “Sign Terms of Trade” button can also be added to a Job Email Template if needed by selecting the “Terms of Trade Portal Button” from the "Insert field" options (Or the "Terms of Trade Portal Link" / "Terms of Trade Portal URL")

Customers who have Accepted your Terms of Trade display a green Status Badge “Terms of Trade accepted”. If the Customer has Digitally Accepted, the Window’s “Feed” displays who and when the Terms of Trade were Accepted

Press on the green “Terms of Trade accepted” Status Badge to View accepted Terms of Trade

💡 TIP: The Accepter's Name, Email Address, Digital Signature and Date will display at the bottom of the Terms of Trade PDF.

What the Customer Sees:

Following Acceptance, the Customer will be emailed a PDF copy of the Terms of Trade they have Accepted

What you see:

If you are the Terms of Trade Sender, you will receive a notification that the Terms of Trade has been accepted

The Feeds of the Customer will also display that the Terms of Trade was accepted and by who

Quick Flow:

1. From the Side Menu, Press Company Settings, then Press the Correspondence Top Tab to display the Terms of Trade Expandable Section

2. From the Terms of Trade Expandable Section, Edit as required using the array of Editing Tools

3. When Finished [SAVE]

💡 TIP: If you Edit your Terms of Trade, Customers will display an orange Status Badge “Previous Terms of Trade accepted”. Press on the orange “Previous Terms of Trade accepted” Status Badge to “Email latest version” to them.

💡 TIP: If you update your Terms of Trade and need to resend them to Customers, create an Updated Terms of Trade Email Template and select it as the default at Company Settings > Defaults > Customers > Customer Intake Email Template Field. (don't forget to reset it when you have finished resending the Terms of Trade)