Terms & Conditions can be used as rules the customer must agree to in order to use a service, a disclaimer, or as a way to protect your company in the event of a legal dispute. This article will walk you through how to set up your Terms & Conditions.

Go to the top right corner of your screen and click on the user icon in the upper right corner. Then click on Account Settings, then select Company Profile.

At the bottom of your Company profile under Options, you will see where you can add or edit your Terms & Conditions

Once you have entered your Terms & Conditions, the link to access and read these will appear on emailed invoices, estimates and when capturing signatures in the field.

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