In FieldPulse you can create short contracts to add to your PDF estimates and invoices to require a signature from your customer before beginning work. Your customers can sign these through the Mobile App right from your phone OR you can request signature via email on Desktop.
To create a new contract, navigate to 'Company Settings' and click on 'Estimates & Invoices', then click 'Contracts' in the sub-header. You can also click here to navigate to that page directly.
On the contracts page, click 'Create New'. This will pop up a window to create a new contract.
You can add all your details to the contract that you may need. We've seen customers use this for Service/Maintenance Agreements, General Contracts, Warranties, etc.
On the Add Contract page, enter the Contract Name and Details, 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 the 'Estimates & Invoices' Tab and toggle the 'Attach Contract to PDF' setting on.
You can then enter how many signature lines you require and which contract to attach.
That's it, next time you create a new Estimate or Invoice, you will see your contract in the 'Contracts' section or on the second page of the PDF.
Your customers can sign the PDF virtually using web software like Docusign, sign it directly from a 'Signature Request Link' via email, or on the FieldPulse mobile app while your tech is in-field.
Congratulations! You've just learned how to create and attach contracts to your estimates and invoices. If you need any help please email us at firstname.lastname@example.org or live chat with us using the blue button in the bottom right corner.