Creating a new contract
Appending a contract to the end of your estimates and invoices can make you look more professional and help you win more jobs. Luckily we have streamlined the ability to save contracts that can be appended to your estimates and invoices.
- Tap on the … tab to reveal the overflow items
- Tap on Contracts
- Tap on the + in the lower right
- From here you can input the Name and Text for the contract
- Tap Create
- You will see that your new contract has been added
That’s it, you can now set it as the default contract or append the contract to your estimate or invoice.