How to Add or Modify Terms and Conditions

Overview

Terms and Conditions can be configured directly within the system to reflect the specific requirements of each document type. Different disclaimers can be set up for invoices, job tickets, quotes, and more — giving full control over the language that appears on each. For job tickets specifically, separate Pre-Job and Post-Job disclaimers can be configured, or the same disclaimer can be applied to both.

Benefits

Tailored legal and operational language: Different document types can carry distinct terms, ensuring the right conditions appear in the right context.

Flexibility for job tickets: Pre-Job and Post-Job disclaimers allow for different messaging at each stage of the job — for example, safety instructions before the job and liability notes after.

Centralized management: All disclaimers are managed from a single location, making updates straightforward and consistent.

Default settings for efficiency: Once a disclaimer is created, it can be set as the default, so it populates automatically without manual selection each time.

Specifics

Navigating to Messages & Disclaimers

Navigate to Company > My Company > Messages & Disclaimers.

Locate the Disclaimers section on the page.

Adding a New Disclaimer

Click the drill icon in the Disclaimers section to open the disclaimer management screen.

Click the green (+) icon to add a new disclaimer.

In the screen that opens, enter the desired terms and conditions text.

Once the content is complete, the disclaimer can be set as the default, so it is automatically applied going forward.

Note A separate disclaimer can be created for each document type — such as invoices, job tickets, and quotes. Repeat the steps above for each one as needed.

Editing an Existing Disclaimer

Click the drill icon in the Disclaimers section.

Click the pencil icon next to the disclaimer to be updated.

Make the necessary changes in the editor and save.

Configuring Job Ticket Disclaimers

Job tickets support two disclaimer positions:

• Pre-Job Ticket Disclaimer — displayed before the job begins.
• Post-Job Ticket Disclaimer — displayed after the job is completed.

These can be set to different disclaimers to reflect different messaging at each stage, or the same disclaimer can be assigned to both positions.

Note If the same disclaimer should appear on both the Pre-Job and Post-Job sections, simply assign in the Post Job Ticket field: Use Pre-Job Ticket Disclaimer.