Occasionally, you may need to add or remove an agreement from an inspection after it's already been scheduled. This could be because of changes in the services being performed, changes to your agreement verbiage, or something else. You can easily add a new agreement or delete an agreement from an existing inspection.
How to Add a New Agreement to an Existing Inspection
If you need to add a new or additional agreement to an inspection for your client to sign, fret not. This can be done on the web with just a few steps. In this section, we'll show you how you can easily add a new agreement to an inspection.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click on the inspection to open the Inspection Details page
Click the 3 dots in the Agreements box
Click "Add Agreement"
Select the needed agreement from the dropdown menu
Click "Add Agreement"
The newly added agreement will show in the Agreements box in red
The agreement will show in red as it has not been signed by the client yet
How to Remove an Agreement from an Existing Inspection
Maybe you added the wrong agreement or made changes to your agreement wording. If you need to remove an agreement, this can quickly be done via the web. In this section, we'll show you how to delete an agreement from an inspection.
 💡 Quick tip: Click on the video above to expand it in another window. |
Click on the inspection to open the Inspection Details page
Click the 3 dots to the right of the agreement you want to remove
Click "Delete" in the dropdown menu
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