You can use ServiceTrade to manage the legal Terms and Conditions that govern the services delivered to your customers. Those T&Cs are displayed to your customers for jobs in Pre-Work Authorization and Work Acknowledgment, quotes on the customer quote acceptance and quote print views, and invoices on the customer print and PDF views.
You may create as many T&Cs as you wish, set default T&Cs for jobs, quotes, and invoices, and select the particular T&Cs that you want to apply to any job, quote, or invoice.
Managing your Terms and Conditions List
To add T&Cs to your ServiceTrade account, as a user with permission to administer account settings, go to the My Account menu and select Terms and Conditions.
From the Terms and Conditions list, you can create new T&Cs, edit existing T&Cs, or create a new T&C entry by copying an existing one.
You may create as many T&Cs as you wish. We recommend that you give your T&C entries descriptive names, so you can easily identify them when selecting between different T&C options.
Setting your Account's Default Terms and Conditions
You may specify your account's default Terms and Conditions for jobs and quotes. To select your account defaults, click on your user avatar in the upper right corner of the screen and select Account Settings. On the Account Settings screen, open the Terms and Conditions section.
In the Terms and Conditions section, you may choose which default T&Cs, if any, that you want to be applied to newly created jobs and quotes. When a new job is created, it will be assigned your account's default job T&Cs; when a new quote is created, it will be assigned your account's default quote T&Cs; when a new invoice is created, it will be assigned your account's default invoice T&Cs.
IMPORTANT: Please note that when you change your Terms and Conditions default preference, the change applies ONLY to newly created jobs/quotes/invoices in the future. Existing jobs/quotes/invoices retain their current Terms and Conditions preference.
Setting the Terms and Conditions for Specific Jobs, Quotes, and Invoices
- You can change the Terms and Conditions associated with any individual job, quote, or invoice.
- To edit a job's T&Cs, go to the job, click the Manage Job link in the upper right corner of the job record, and then choose the T&Cs for this job in the Terms and Conditions section. Click Save to save your change.
- To edit a quote's T&Cs, go to the quote, click the Manage Quote link in the upper right corner of the quote record, and then choose the T&Cs for this quote in the Terms and Conditions section. Click Save to save your change.
- To edit an invoice's T&Cs, edit that invoice, then choose the T&Cs for this invoice in the Terms and Conditions section. Click Save to save your change.
IMPORTANT: When a quote or job is copied, the newly created quote (or job) is associated with the copied quote's (or job's) Terms and Conditions, NOT your account's default T&Cs.