Terms & Conditions - Client Signed with Estimate
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02-09-2023
02:08 PM
- last edited on
05-02-2023
05:43 AM
by
LBabayan
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02-14-2023 10:46 AM
Go to Settings/ Operations/ Business Units
Select the business unit and hit the Edit button. Scroll down to "Authorization Agreement" You can upload a pdf of your terms and conditions. Then in the "Authorization Paragraph" you would set your wording that they agree to the attached term. Then when they sign the Authorization, you should be set
Custom Climate Concepts
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02-11-2023 03:19 AM
Hello @Miranda-POL,
You can separate service types by business units and have separate terms for each business unit.
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02-13-2023 02:13 PM
How do I add the link to those terms - I cannot find it anywhere and when I put [Terms] in it opens a none existent link(error page)
