terms and conditions contract terms warranty guide default video t & c T&C Setting Up Terms & Conditions

Terms and conditions allow you to specify default and optional terms, warranties, etc. for your estimates and contracts. They're easy to set up and they can automatically be added to every new estimate.

Prefer to learn by reading our quick written guide? Scroll down!

 

In this video you'll learn how to:

  • Create terms and conditions for your estimates and contracts
  • Setup default terms and conditions that get added, by default, to every new estimate
  • Setup ad-hoc terms and conditions which can be quickly added, optionally, to any estimate or contract that requires special warranty, payment terms or other such contract verbiage

 

Terms and Conditions Information

Default Terms and Conditions is text that will be automatically inserted at the beginning (Header) or end (Footer) of your Service/Standard estimates.  For more information on the difference between Service and Standard estimates, click HERE.

You can customize Terms & Conditions on any specific estimate, but by setting Defaults, the text will be automatically inserted every time you create a new estimate.

To setup your default contract specs for your estimates

  • Click the Estimate menu
  • Click Terms + Conditions

  • Click the Setup Defaults button

  • Use the tabs across the top of the screen to navigate between the different areas for Defaults.
  1. Standard Estimate Header - shows up before any pricing information on standard (construction estimates).  recommended for something like:  "Thank you for allowing our team at XYZ Landscape Inc. the opportunity to quote on your project."
  2. Standard Estimate Footer- shows up after any pricing information on standard (construction estimates).  recommended for standard contract terms and conditions like exclusions, payment terms, warranty info, etc.
  3. Service Estimate Header- shows up before any pricing information on standard (construction estimates).  recommended for standard contract terms and conditions like exclusions, payment terms, warranty info, etc.
  4. Service Estimate Footer- shows up after any pricing information on standard (construction estimates).  recommended for standard contract terms and conditions like exclusions, payment terms, warranty info, etc.
  • Edit the text you want to appear in your estimates.  Note: this is just the default text.  You will be able to customize this text on any specific estimate!
  • To enter default terms and conditions, you can either
  • Type your text from scratch
  • Copy/paste text from another source
  • Click the + button beside any of your existing terms and conditions to add them as a default term and condition
  • Click the Save Changes button in the upper right to save your changes.

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