This Help Article covers:

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

This is a feature you can “Enabled” to manage your Terms of Trade digitally, or leave “Un-Enabled” and manage manually

Once Enabled, Customers will display a Status Badge of their Not-Accepted/Accepted your Digital Terms of Trade

Enabling (turning On) for the first time loads the default Digital Terms of Trade. These can be Edited, and any current Customer Status Badge “Terms of Trade accepted” will be updated to “Previous Terms of Trade accepted”.

When you add a new Customer, 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

💡 TIP: The wording of the “Customer Intake Email” can be changed at Company Settings > Correspondence > Email Settings > Customer Templates

Quick Flow:

1. From Company Settings > Correspondence top tab, scroll down and expand the Terms of Trade Expandable, then tick “Enable Terms of Trade” and [SAVE]

When “Enabled”, the Customer Window will display a Status Badge, and when creating a Job for a Customer that has not “Accepted” your “Terms of Trade”, a popup will advise you of this.

Customers who have NOT Accepted your Terms of Trade display a red Status Badge “Terms of Trade not accepted”.

Terms of Trade can be Digitally Accepted by emailing them to the Customer from their Customer Window and them Digitally Accepting, OR you can Manually Mark as accepted. Press on the “Terms of Trade not accepted” red Status Badge then Select an option.

Customers who have not Accepted your Terms of Trade display a popup when adding a new Job for them to remind you they have not Accepted your Terms of Trade

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 Accepters Name, Email Address, Digital Signature and Date will display at the bottom of the Terms of Trade PDF.

What the Customer Gets/Sees;

Quick Flow:

1. From Company Settings > Correspondence top tab, scroll down and expand the Terms of Trade Expandable, then Edit as required using the array of Editing Tools

2. 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)