In FieldPulse you can create contracts to add to your estimates and invoices, as well as require a signature from your customer before beginning work. Your customers can sign these directly on the mobile app or you can request signature via email.

To create a new contract, navigate to Company Settings in the left-side menu, then click on Estimates & Invoices. Navigate to Contracts in the sub-header.

Once on the Contracts page, click Create New.

You can add all your details to the contract that you may need. Some customers use this for Service/Maintenance Agreements, General Contracts, Warranties, etc. When you're finished, click Save.

You'll see your new contract listed on the Contracts page.

To automatically add your new contract to all of your estimates and invoices, click on Preview Settings under Estimates & Invoices and toggle on Attach Contract to PDF.

You can then enter how many signature lines you require and which contract to attach. 

The next time you create an estimate or invoice, you will see your contract in the Contracts section or on the second page of the PDF. Your customer can sign the contract via email or on the FieldPulse mobile app while your tech is in-field.

If you want to remove/change the contract or signature lines on an estimate or invoice from your default contract settings, you can make changes when previewing the estimate/invoice in the right-side menu.