[{"data":1,"prerenderedAt":512},["ShallowReactive",2],{"help-\u002Fhelp\u002Fagreements\u002Fmanaging-agreements":3,"help-nav":290,"help-surround-\u002Fhelp\u002Fagreements\u002Fmanaging-agreements":507},{"id":4,"title":5,"body":6,"category":280,"description":281,"extension":282,"icon":283,"meta":284,"navigation":285,"path":286,"seo":287,"stem":288,"__hash__":289},"help\u002Fhelp\u002F05.agreements\u002F4.managing-agreements.md","Managing agreements on an inspection",{"type":7,"value":8,"toc":271},"minimark",[9,18,23,38,62,69,76,80,87,117,134,140,144,150,218,224,238,242,251,257,261],[10,11,12,13,17],"p",{},"You attach and manage an agreement per inspection — at creation time, and any time after from the ",[14,15,16],"strong",{},"Deliver"," page. This is also where you track whether the client has signed and unlock the report if you need to.",[19,20,22],"h2",{"id":21},"attaching-at-creation","Attaching at creation",[10,24,25,26,29,30,33,34,37],{},"On the last step of ",[14,27,28],{},"Add Inspection",", the ",[14,31,32],{},"Pre-inspection agreement"," switch controls whether an agreement is attached. It starts on if you have ",[14,35,36],{},"Collect agreement signatures"," turned on in your defaults.",[39,40,41,56],"ul",{},[42,43,44,47,48,51,52,55],"li",{},[14,45,46],{},"On"," — \"Client must sign before viewing the report.\" If you have more than one saved template, an ",[14,49,50],{},"Agreement template"," select lets you pick which one (defaulting to your default, or the built-in sample). A ",[14,53,54],{},"Preview agreement"," button opens a view-only copy — filled in with the details you've entered so far — so you can read exactly what the client will sign before you create the inspection.",[42,57,58,61],{},[14,59,60],{},"Off"," — \"No agreement for this inspection.\" The report is viewable without a signature.",[10,63,64,65,68],{},"With the switch on, a ",[14,66,67],{},"When to email the signing link"," select lets you set the timing for this inspection — it starts on your account default.",[10,70,71],{},[72,73],"img",{"alt":74,"src":75},"Add Inspection: Pre-inspection agreement","\u002Fhelp-media\u002Fagreement-add-inspection.png",[19,77,79],{"id":78},"when-the-signing-link-is-emailed","When the signing link is emailed",[10,81,82,83,86],{},"The agreement is attached to the inspection immediately in every case, so a signing link always exists for you to copy or send yourself. The setting only controls the ",[14,84,85],{},"automatic"," email to clients:",[39,88,89,95,101,107],{},[42,90,91,94],{},[14,92,93],{},"When the inspection is scheduled"," (the default) — the link goes out as soon as the inspection has a date, whether you set it yourself or confirm a booking request. This is usually what you want: clients often sign before a date has been agreed on, and the agreement shows the scheduled date.",[42,96,97,100],{},[14,98,99],{},"As soon as the inspection is created"," — the old behavior.",[42,102,103,106],{},[14,104,105],{},"When the report is published"," — the link goes out with publishing. The report stays locked until they sign.",[42,108,109,112,113,116],{},[14,110,111],{},"Never — I'll send it manually"," — nothing is sent automatically; use ",[14,114,115],{},"Email link to clients"," on the Deliver page.",[10,118,119,120,123,124,127,128,130,131,133],{},"Set your default at ",[14,121,122],{},"Settings → Account → Defaults → Agreements","; organizations can set one for their members at ",[14,125,126],{},"Settings → Organization → Defaults",". Override it per inspection in ",[14,129,28],{}," or on the ",[14,132,16],{}," page (until the link has been emailed).",[10,135,136,137,139],{},"The link is only ever emailed once automatically — rescheduling or republishing won't re-send it. Use ",[14,138,115],{}," to send it again.",[19,141,143],{"id":142},"the-agreement-card-on-deliver","The agreement card on Deliver",[10,145,146,147,149],{},"The ",[14,148,32],{}," card on the Deliver page shows one of three states:",[39,151,152,172,196],{},[42,153,154,157,158,160,161,163,164,167,168,171],{},[14,155,156],{},"No agreement"," — pick which agreement to attach (an ",[14,159,50],{}," select appears when you have saved templates) and when the signing link should be emailed, then either ",[14,162,54],{}," (a view-only copy, so you can read it before sending), ",[14,165,166],{},"Add without emailing"," (attaches it and gives you a signing link to share yourself), or ",[14,169,170],{},"Add & email to clients"," (attaches it and emails the signing link right away — disabled if no client has an email).",[42,173,174,177,178,181,182,184,185,187,188,191,192,195],{},[14,175,176],{},"Awaiting signature"," — ",[14,179,180],{},"Copy signing link"," and ",[14,183,115],{}," (both share the client's signing link — disabled if no client has an email), plus ",[14,186,54],{},", which opens a ",[14,189,190],{},"view-only"," copy for you. Your preview never lets you sign on the client's behalf — only clients sign, from their own link. Until the link has been emailed you can still change ",[14,193,194],{},"when"," it goes out; afterwards a footer shows when it was last emailed.",[42,197,198,201,202,205,206,209,210,213,214,217],{},[14,199,200],{},"Signed"," — the signer's name and date, a ",[14,203,204],{},"Signed online"," or ",[14,207,208],{},"Paper signature"," badge, plus ",[14,211,212],{},"Download signed PDF"," (once the PDF is ready) and ",[14,215,216],{},"View agreement",".",[10,219,220],{},[72,221],{"alt":222,"src":223},"Deliver page: Pre-inspection agreement card","\u002Fhelp-media\u002Fagreement-delivery-page.png",[10,225,226,227,230,231,234,235,237],{},"The Deliver page's ",[14,228,229],{},"Delivery status"," checklist also tracks an ",[14,232,233],{},"Agreement signed"," item, and inspections that collect signatures show a ",[14,236,200],{}," badge in your lists.",[19,239,241],{"id":240},"marking-a-paper-signature","Marking a paper signature",[10,243,244,245,248,249,217],{},"If a client signed on paper, use the ",[14,246,247],{},"Signed agreement"," toggle in the status card to mark it signed manually — this stores it as a ",[14,250,208],{},[252,253,254],"note",{},[10,255,256],{},"Online signatures can't be cleared with the toggle. A digital signature is a permanent record; toggling it off just flips back on.",[19,258,260],{"id":259},"unlocking-or-switching-the-agreement","Unlocking or switching the agreement",[10,262,263,264,267,268,270],{},"The card's ",[14,265,266],{},"Remove"," button is your escape hatch. Removing an agreement unlocks the report (no signature required) and deletes any recorded signature and signed PDF — so use it deliberately. To switch to a different template, ",[14,269,266],{}," the current one, then pick the template you want and add it again.",{"title":272,"searchDepth":273,"depth":273,"links":274},"",2,[275,276,277,278,279],{"id":21,"depth":273,"text":22},{"id":78,"depth":273,"text":79},{"id":142,"depth":273,"text":143},{"id":240,"depth":273,"text":241},{"id":259,"depth":273,"text":260},"Agreements","Attach an agreement at creation or later, track the signing status, and unlock the report when you need to.","md","i-heroicons-clipboard-document-check",{},true,"\u002Fhelp\u002Fagreements\u002Fmanaging-agreements",{"title":5,"description":281},"help\u002F05.agreements\u002F4.managing-agreements","etCznCWX6CWLtHZrHfq0jVZqoXrmk3NgyMSuO75lMdA",[291,313,338,359,392,413,442,463,472,485,494],{"title":292,"path":293,"stem":294,"children":295,"page":312},"Getting Started","\u002Fhelp\u002Fgetting-started","help\u002F01.getting-started",[296,300,304,308],{"title":297,"path":298,"stem":299},"Welcome to 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availability","\u002Fhelp\u002Fscheduling\u002Fconfiguring-your-availability","help\u002F04.scheduling\u002F3.configuring-your-availability",{"title":377,"path":378,"stem":379},"Block time off and recurring breaks","\u002Fhelp\u002Fscheduling\u002Fblocking-time-off","help\u002F04.scheduling\u002F4.blocking-time-off",{"title":381,"path":382,"stem":383},"Preview your booking page as a client","\u002Fhelp\u002Fscheduling\u002Fpreviewing-your-booking-page","help\u002F04.scheduling\u002F5.previewing-your-booking-page",{"title":385,"path":386,"stem":387},"Turn scheduling on for an inspection, or opt out","\u002Fhelp\u002Fscheduling\u002Fusing-scheduling-on-inspections","help\u002F04.scheduling\u002F6.using-scheduling-on-inspections",{"title":389,"path":390,"stem":391},"Take inspection requests from a public 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PDF","\u002Fhelp\u002Fagreements\u002Fimporting-an-agreement","help\u002F05.agreements\u002F3.importing-an-agreement",{"title":5,"path":286,"stem":288},{"title":414,"path":415,"stem":416,"children":417,"page":312},"Payments","\u002Fhelp\u002Fpayments","help\u002F06.payments",[418,422,426,430,434,438],{"title":419,"path":420,"stem":421},"Payments overview","\u002Fhelp\u002Fpayments\u002Foverview","help\u002F06.payments\u002F1.overview",{"title":423,"path":424,"stem":425},"Set up your Stripe account","\u002Fhelp\u002Fpayments\u002Fsetting-up-stripe","help\u002F06.payments\u002F2.setting-up-stripe",{"title":427,"path":428,"stem":429},"Collecting payment on an inspection","\u002Fhelp\u002Fpayments\u002Fcollecting-payment","help\u002F06.payments\u002F3.collecting-payment",{"title":431,"path":432,"stem":433},"What clients see when they pay","\u002Fhelp\u002Fpayments\u002Fclient-payment-experience","help\u002F06.payments\u002F4.client-payment-experience",{"title":435,"path":436,"stem":437},"Require payment to view report","\u002Fhelp\u002Fpayments\u002Frequire-payment-for-report","help\u002F06.payments\u002F5.require-payment-for-report",{"title":439,"path":440,"stem":441},"Automatic payment emails & reminders","\u002Fhelp\u002Fpayments\u002Fautomatic-payment-emails","help\u002F06.payments\u002F6.automatic-payment-emails",{"title":443,"path":444,"stem":445,"children":446,"page":312},"Settings","\u002Fhelp\u002Fsettings","help\u002F07.settings",[447,451,455,459],{"title":448,"path":449,"stem":450},"Set a default inspection fee","\u002Fhelp\u002Fsettings\u002Fdefault-fee","help\u002F07.settings\u002F1.default-fee",{"title":452,"path":453,"stem":454},"Add your signature","\u002Fhelp\u002Fsettings\u002Fsignatures","help\u002F07.settings\u002F2.signatures",{"title":456,"path":457,"stem":458},"Set a public-facing email","\u002Fhelp\u002Fsettings\u002Fpublic-email","help\u002F07.settings\u002F3.public-email",{"title":460,"path":461,"stem":462},"Business profile & licensing","\u002Fhelp\u002Fsettings\u002Fbusiness-profile","help\u002F07.settings\u002F4.business-profile",{"title":464,"path":465,"stem":466,"children":467,"page":312},"Billing","\u002Fhelp\u002Fbilling","help\u002F08.billing",[468],{"title":469,"path":470,"stem":471},"Subscriptions & billing","\u002Fhelp\u002Fbilling\u002Fsubscriptions","help\u002F08.billing\u002F1.subscriptions",{"title":473,"path":474,"stem":475,"children":476,"page":312},"Repair Requests","\u002Fhelp\u002Frepair-requests","help\u002F09.repair-requests",[477,481],{"title":478,"path":479,"stem":480},"Repair requests","\u002Fhelp\u002Frepair-requests\u002Foverview","help\u002F09.repair-requests\u002F1.overview",{"title":482,"path":483,"stem":484},"Building a repair request","\u002Fhelp\u002Frepair-requests\u002Fbuilding-a-repair-request","help\u002F09.repair-requests\u002F2.building-a-repair-request",{"title":486,"path":487,"stem":488,"children":489,"page":312},"iOS App","\u002Fhelp\u002Fios-app","help\u002F10.ios-app",[490],{"title":491,"path":492,"stem":493},"Using Eave on iOS","\u002Fhelp\u002Fios-app\u002Foverview","help\u002F10.ios-app\u002F1.overview",{"title":495,"path":496,"stem":497,"children":498,"page":312},"Organization","\u002Fhelp\u002Forganization","help\u002F11.organization",[499,503],{"title":500,"path":501,"stem":502},"Inviting members","\u002Fhelp\u002Forganization\u002Finviting-members","help\u002F11.organization\u002F1.inviting-members",{"title":504,"path":505,"stem":506},"Sharing templates & reports","\u002Fhelp\u002Forganization\u002Fsharing-templates-reports","help\u002F11.organization\u002F2.sharing-templates-reports",[508,510],{"title":409,"path":410,"stem":411,"description":509},"Turn the agreement you already use into an editable Eave template, then check the merge fields before you save.",{"title":419,"path":420,"stem":421,"description":511},"Collect inspection fees online — how money reaches you, what clients can pay with, and how the pieces fit together.",1789674671798]