Contracts

Contracts

In FieldPulse, you have the ability to create contracts that can be attached to your estimates and invoices. Customers can conveniently sign directly within the mobile app, or you can request their signature via email.

If you require a signature on an estimate before starting work for your customer, you must attach a contract.

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Creating a Contract

To create a new contract, navigate to Company Settings in the left-side menu, then click on Estimates & Invoices. Navigate to Contracts in the sub-header.

Once on the Contracts page, click Create New.

You can add all your details to the contract that you may need. Some customers use this for Service/Maintenance Agreements, General Contracts, Warranties, etc. When you’re finished, click Save.

You’ll see your new contract listed on the Contracts page.

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Setting a Default Contract

To automatically add your new contract to all of your estimates and invoices, click on Preview Settings under Estimates & Invoices and toggle on Attach Contract to PDF.

You can then enter how many signature lines you require and which contract to attach.

The next time you create an estimate or invoice, you will see your contract in the Contracts section or on the second page of the PDF. Your customer can sign the contract via email or on the FieldPulse mobile app while your tech is in-field.

If you want to remove/change the contract or signature lines on an estimate or invoice from your default contract settings, you can make changes when previewing the estimate/invoice in the right-side menu.

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Video Tutorial

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Have additional questions?

Contact us at [e-mail] or use the chat feature in the bottom right corner of your screen.