If you recently updated the details of an existing inspection or made changes to the fees, you'll see a prompt appear at the top of the page to update the agreements.
What exactly does this mean?
Let's say you currently have an inspection scheduled for a Residential service and you just added a new Radon add-on to an inspection.
When you set up an agreement in your account, you can add placeholders such as {{FEES}} which automatically pulls in the total fees listed on the inspection.
When you add or remove a service/add-on from an inspection, the system then prompts you to update the existing agreements on the inspection.
This update is prompted to ensure those placeholders like {{FEES}} now contain the correct information.
If the agreements have not been signed on the inspection yet, then the system will update the existing agreements with the new pricing/info.
If the agreements have been signed, they are technically no longer valid since they contain old pricing.
The system then generates a new agreement that includes the newly updated pricing.
Frequently Asked Questions
Do I have to update the agreements?
No, you certainly do not have to. The prompt can be ignored or you can click "Dismiss" to keep your agreements as they are.
Will I be prompted to update the agreements if I change something like the client's email or the time of the inspection?
Yes. Regardless of what placeholders may be in your agreements, if you change pertinent information like client contact info or the date/time of the inspection, the system will prompt you to update the agreements.
I added a new Mold add-on to the inspection, so why am I being prompted to update my Residential inspection agreement too?
The system will prompt you to update all of the agreements on the inspection. There is no way to update only certain agreements.
I updated the agreements as prompted and now I'm seeing duplicate agreements- is this normal?
It is! If the client already signed the agreements before you updated them, then new agreements will be generated for them to sign.
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