Video Tutorial
Setting Up Templates and Agreements for Service Creation
1
Add Templates and Agreements — 0:01
- Begin by adding all necessary templates
- Templates and agreements are the primary components needed before creating a service and inspection
2
Clear Formatting (if necessary) — 0:31
- Ensure that the formatting is correct and not messed up
- This is a one-time setup process
3
Use Existing Agreements — 0:38
- If transitioning from Spectora, note that placeholders may differ (e.g., number of parentheses)
- Replace Spectora placeholders by clicking the plus button and selecting the appropriate option
4
Replace Placeholders in Agreements — 1:05
- For example, to add the client’s first name:
- Click the plus button
- Select client first name and place it in the desired location
- Repeat this for all placeholders in the agreement
5
Optional Placeholder Usage — 1:21
- You can choose not to add placeholders if they are not required
6
Signature Automation — 1:29
- No need to manually add your signature; it will be automatically included when the agreement is shown or when creating a PDF after customer signing
7
Create Multiple Agreements (if needed) — 1:42
- Depending on your business needs, you can create different agreements for various services
8
Preview Agreements — 1:53
- In edit mode, you can preview agreements to see how placeholders will look
- Select an address to see auto-filled information (e.g., name, amount due, customer details)
9
Check Placeholders After Inspection Creation — 2:10
- You can only check the filled placeholders after creating an inspection
10
Conclusion — 2:41
- Thank you for following the setup process
