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, please 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.
- 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."
- 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.
- 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.
- 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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