Write your contract terms

Settings → Contract terms is where your contract’s wording lives, a section at a time: payment, changes to the work, your warranty, the right to cancel. You write each section once. Your document style picks the ones every estimate and invoice prints, a package can bring its own, and you can add more to one job. The customer reads them before they sign, and initials the ones you ask them to.

Only people in the office who manage Settings can change your contract terms.

Start your contract terms

Your list starts empty.

1. Open Settings → Contract terms.
2. Click Add example sections to start from plain-language sections for your trade, or Write your own to start from nothing.

The example sections are:

• Every trade: Payment, Changes to the work, Warranty, Permits and inspections, Cleanup, Delays beyond our control, Liens, and Your right to cancel.
• Cleaning & Janitorial adds Access and keys, and Your things.
• Electrical adds Power shut-off and Existing wiring.
• Handyman & Home Repair adds Hourly work.
• HVAC adds What we find and Access.
• Landscaping & Hardscaping adds Underground lines and New plants.
• Lawn & Exterior Maintenance adds Access and pets, and Weather.
• Paving & Sitework adds Cure time and Cracks coming back.
• Pest Control adds Treatments.
• Plumbing adds What we find and Water shut-off.
• Pool & Spa Service adds Access and pets, and Water between visits.
• Roofing & Exteriors adds Hidden decking damage, Insurance claims and Weather.

Each example has an Example tag in the list until you change its words.

Caution

The examples are a start, not finished legal terms. As the app says: “Example wording to start from — have your attorney review it before you use it.” Contract rules, like the right to cancel, differ from state to state.

Adding the examples doesn’t put them on your estimates yet. Pick the ones you want in your document style (see Put sections on your estimates and invoices).

Write a section

1. Click Add a section (or Write your own on an empty list).
2. Title: printed above its words, like “Payment” or “Your right to cancel”. Up to 120 characters.
3. Words: write it the way you’d say it to the customer. The toolbar has headings, bold, italic, underline, numbered and bulleted lists, quotes, tables and dividers. To put in something that changes with each estimate, like the customer’s name, click Fill-in on the toolbar and pick one (see below).
4. Where it prints:
   • Above the signatures: right above where the customer signs, for what they must read first.
   • On the terms pages: on the pages after the estimate, under “Terms and conditions”.
5. Turn on The customer initials this section if they should initial it when they sign.
6. Click Add section.

A section holds up to 20,000 characters. If you go over, the app says “That’s more than one section can hold. Split it into two sections.”

Fill-ins

A fill-in is a word in braces that Crewtavo fills in for each estimate. You can type them yourself too; capital letters don’t matter.

Fill-in	What it prints
{Customer name}	Who the estimate is for
{Customer address}	The customer’s address, on one line
{Job address}	Where the work is
{Business name}	Your business’s name
{Business phone}	Your business’s phone number
{License number}	The license in your document style
{Estimate number}	Like 1042
{Date}	The estimate’s date, like October 25, 2026
{Total}	The price of the option they pick, with tax
{Deposit}	The deposit on the estimate
{Option}	The name of the option they pick
{Warranty}	The warranty of the option they pick

{Option} and {Warranty} come from the option the customer picks, or the package the estimate was priced from. Without either, they’re blank. See Offer Good, Better and Best options.

Tip

Fill-ins work in Printed above the signatures in your document style too.

Put sections on your estimates and invoices

1. Open Settings → Document style and open Contract.
2. Under Sections on estimates, tick the sections every estimate prints.
3. Under Sections on invoices, tick the ones every invoice prints. They print after the invoice’s totals.
4. Click Save style.

If you have more than one style, each one picks its own sections. See Make your estimates and invoices look like your business.

Sections for one package or one job

• A package: open the package (Settings → Packages, or Roofing → Packages with the Roofing app installed) and tick sections under Contract. They print on every estimate that package is on, after the ones every estimate has. When you offer packages as options, each option brings its own, and the customer sees the ones for the option they’re looking at.
• One job: on the quote page, the Contract card lists What prints and where each one comes from (Every estimate or With this option). Tick any other section under Add for this job to print it on this estimate only.

What prints, and in what order

An estimate prints:

1. The words in Printed above the signatures in your document style.
2. Your document style’s sections.
3. The package’s (or the option’s) sections.
4. The sections added for this job.

Each section prints once, in the order of your list in Settings → Contract terms. Sections set to Above the signatures print before the signature lines. Sections set to On the terms pages start a new page headed “Terms and conditions”, and the estimate says “By signing, you agree to this estimate and the terms on the pages that follow.” above the signatures.

An invoice prints the document style’s Sections on invoices after its totals. Nobody initials an invoice, and it has no terms pages.

When the customer signs

In the Client Hub, the Review step shows the estimate as it prints, with its terms. The customer draws their initials once under Your initials, then clicks Add my initials beside each section that asks for them. They can’t go on to sign until every one is initialed. At a roofing site visit, the homeowner initials and signs on the iPad the same way (see Get a roof estimate out from the aerial).

If the terms change while the customer has the page open, they’re asked to look again: “The terms changed. Please look them over again.”

Reorder, change or delete a section

• Reorder: use the up and down arrows beside a section. It moves in every document style and package too.
• Change: click the section, or choose Edit in its ⋯ menu, then Save section.
• Delete: choose Delete section in its ⋯ menu.

Note

A signed estimate keeps the words it was signed with. Changing or deleting a section only changes estimates that aren’t signed yet. On a signed quote, the Contract card says “Signed with these. Changing your template or your contract terms doesn’t change them.”