Our agreement system can be set up once, and then we will do all the heavy lifting for you. When you create a brand new account, you will find that there already is some content in your agreements. This is a standard InterNACHI agreement, but we strongly recommend that you either create your own agreement or edit this one to work in your market. It is always good to get your agreement reviewed by a legal counsel as well.
Start out by turning Agreements on in your settings.
Next, open up the agreement section in the main menu.
Click on the “New+” button in the top right corner and start by adding a header for your content.
The Header Name is something that you will only see in the app. The Heading will show in a header at the top of your agreement, and you can add some additional text in the Text (optional) section that will show on top as well.
To add information that is specific to a single inspection, you can use merge tags. By clicking on the “Merge Tags <>” button, you will see a list of data you can use.
The conditions will allow you to have different agreements show for different types of inspections. For most inspectors, leaving the header on “Default – All” will work best.
To save your work, click on the “Done” button.
Next, click on the “New+” button again and select content. If you have additional services such as Radon inspections or Sewer Scopes that have their own agreements, you can create several Content sections that are pulled in as needed. Your final agreement will be built from all the applicable content.
You can use rich text in your agreement, and there are merge tags to use for your inspection data here as well.
When you add a merge tag, it will be inserted into the text wherever the cursor is at the time. Make sure you check the completed agreement to ensure that you have the spacing around the merge tags that is needed. If you include the price of the inspection, you need to put a dollar sign in front of the merge tag since that only pulls in a number.
If you offer additional services, you can create a content section for each service. To set this up, you would use Conditions.
You will be able to control what parts of your agreement will be sent to clients by the conditions you set. For example, you most likely have a standard agreement that gets sent out to all your clients, and that one would have the default setting. If you have a Radon agreement that only goes out when a client orders that service, you would set up a condition for that piece of content.
The conditions that are available are controlled by what you have set up in your widget, so if you notice something missing, you can edit it there. You can set up conditions based on what type of inspection it is, what additional services they need, what state they are in, and any additional info that they provide.
Don’t forget to hit the “Done” button to save your changes.
When you set up your footer, you will have 4 different types you can add.
The Text type is just plain text that you want in the footer, the Signature type is the spot where your client signs the agreement, the Date will be the current date, and the Inspector Signature will pull the signature you have saved under your settings into the agreement. If you want all of these, you will need to create 4 footers, but again, you don’t need to create different ones for each type of inspection if you leave the Condition as “All”.
The text you enter in the “Label” section will be labelling the footer element on the agreement.
Once you have everything set up the way you want it, make sure to test it out with different combinations of inspections and check that the agreements come out as expected.
For your client to be able to sign the agreement, you will need to set up a notification that gets sent out with a link. You can learn how to set that up in the section on Notifications.