Agreements

Agreements are documents that require a customer's signature before or after an inspection — your inspection agreement, a terms-of-service form, or any other legally required document. Inspector Studio lets you attach agreements to a booking and send them to the customer for electronic signature through the customer portal.

Setting up agreement templates

Before you can attach an agreement to a booking, you need at least one agreement template in your account. Agreement templates are managed in Settings → Agreements. Each template has a name and the full text of the document. You can create as many templates as you need for different inspection types.

Attaching an agreement to a booking

1. Open the booking.

2. Scroll to the Agreements section.

3. Click Add Agreement.

4. Select the agreement template from the list.

5. Click Add.

The agreement is now attached to the booking with a status of Unsigned.

Sending the agreement for signature

Once an agreement is attached, the customer can sign it through the customer portal. To prompt them to sign:

1. Make sure the customer has portal access (they need an email address on file).

2. Send the customer a message with a link to their portal, or use an automated Conditional to send a signature request automatically when a booking is created.

The customer logs in to the portal, reviews the agreement, and signs electronically. The status updates to Signed in real time.

Viewing signed agreements

Once an agreement is signed, you can view the signed copy from the Agreements section of the booking. The signed document records the customer's name and the date and time of signing.

You can also view all agreements a contact has ever signed from their contact profile under the Documents tab.

Requiring a signature before report delivery

If your workflow requires a signed agreement before you release the inspection report, you can publish the report but withhold sharing the link until the agreement is signed. Check the Agreements status on the booking before you send the report link to the customer.

Removing an agreement

To remove an agreement from a booking (before it is signed), click the options menu next to the agreement and select Remove. You cannot remove an agreement that has already been signed.