Write a contract
For bigger jobs: the work, a payment schedule and your terms, signed by you both.
- Send the estimate first. The contract is written from it.
- Open the job and tap Contract, then Write a contract and choose a template.
- Add the start and finish dates and the payment schedule. Each payment can name the estimate lines it pays for, and the payments must add up to the estimate.
- Check the terms, then tap Sign and send. The customer reviews and signs in the app or from the email.
- When a payment is due, tap Invoice next to it on the contract.
Tip: Work changed after signing? Add a change order; you both sign it, and it amends the contract. Keep your own wording in Your account → Contract templates.