Agreements

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

Clear Formatting (if necessary) — 0:31

• Ensure that the formatting is correct and not messed up
• This is a one-time setup process

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

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

Optional Placeholder Usage — 1:21

• You can choose not to add placeholders if they are not required

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

Create Multiple Agreements (if needed) — 1:42

• Depending on your business needs, you can create different agreements for various services

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)

Check Placeholders After Inspection Creation — 2:10

• You can only check the filled placeholders after creating an inspection

Conclusion — 2:41

• Thank you for following the setup process