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Who uses this: Admins only — only an Admin can create a contract or turn on Attach Contract to PDF; both live in Company Settings. Availability: All regions. Customers sign in the FieldPulse mobile app or by email.
A service agreement that has to be printed, signed, and scanned before work starts slows the whole job down. Contracts in FieldPulse attach to your estimates and invoices, and customers sign them directly in the mobile app or through a signature request sent by email.

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Overview

A contract is reusable text — a service or maintenance agreement, a general contract, a warranty — that you create once in Company Settings and attach to estimates and invoices. Set a default contract and it attaches to every new estimate and invoice automatically, with the number of signature lines you choose; adjust or remove it on any single document from its preview panel.
If you require a signature on an estimate before starting work for your customer, you must attach a contract.

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Video walkthrough

Video walkthrough: creating a contract and attaching it to estimates and invoices

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Before you begin

  • You need access to Company Settings > Estimates & Invoices, where contracts are created and the default contract is set.
  • Decide how many signature lines each contract needs.

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Step-by-step setup

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Create a contract

  1. Go to Company Settings in the left-side menu, then select Estimates & Invoices.
  2. Select Contracts in the sub-header.
  3. On the Contracts page, select Create New. Contracts page in Company Settings with the Create New button
  4. Enter the contract’s details. Customers use contracts for service and maintenance agreements, general contracts, warranties, and similar terms.
  5. Select Save. New contract editor with the contract text entered and the Save button
The new contract appears in the list on the Contracts page. Contracts page listing the saved Payment Agreement contract

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Attach a contract to every estimate and invoice by default

  1. Under Estimates & Invoices, select Preview Settings.
  2. Toggle on Attach Contract to PDF. Attach Contract to PDF toggle set to Yes in Preview Settings
  3. Enter how many signature lines you require and choose which contract to attach. Preview Settings showing the number of signature lines and the contract to attach
The next time you create an estimate or invoice, the contract appears in its Contracts section and on the second page of the PDF. Your customer can sign it by email or in the FieldPulse mobile app while your technician is on site. Invoice preview with the Contract tab selected, showing the attached contract

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Change the contract on one estimate or invoice

To remove or change the contract or the signature lines on a single estimate or invoice, open the document’s preview and make the change in the right-side menu. The default contract settings stay as they are for every other document. Invoice preview panel with Attach Contract to Invoice, the number of signature lines, and the contract set for that invoice

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Settings reference

Your setup is working when a new estimate shows your contract, with the signature lines you set, in its Contracts section and on the second page of the PDF.