[{"data":1,"prerenderedAt":362},["ShallowReactive",2],{"help-\u002Fhelp\u002Fagreements\u002Foverview":3,"help-nav":146,"help-surround-\u002Fhelp\u002Fagreements\u002Foverview":357},{"id":4,"title":5,"body":6,"category":42,"description":138,"extension":139,"icon":140,"meta":141,"navigation":23,"path":142,"seo":143,"stem":144,"__hash__":145},"help\u002Fhelp\u002F05.agreements\u002F1.overview.md","Pre-inspection agreements overview",{"type":7,"value":8,"toc":131},"minimark",[9,13,24,29,84,88,99,106,114,118,125],[10,11,12],"p",{},"A pre-inspection agreement is a document your client reviews and signs online before they can view the published report. You write the agreement once, attach it to an inspection, and Eave handles the signing link, the report lock, and a recorded copy of the signed document.",[14,15],"iframe",{"width":16,"height":17,"src":18,"title":19,"frameBorder":20,"allow":21,"referrerPolicy":22,"allowFullScreen":23},560,315,"https:\u002F\u002Fwww.youtube.com\u002Fembed\u002FuEukcsh0xDk?si=PmPYgbkCDi0Uo0ZP","YouTube video player","0","accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share","strict-origin-when-cross-origin",true,[25,26,28],"h2",{"id":27},"the-lifecycle","The lifecycle",[30,31,32,50,68,78],"ol",{},[33,34,35,39,40,43,44,49],"li",{},[36,37,38],"strong",{},"Write an agreement"," — author a template on the ",[36,41,42],{},"Agreements"," page, starting from our sample. See ",[45,46,48],"a",{"href":47},"\u002Fhelp\u002Fagreements\u002Fwriting-agreements","Writing agreement templates",".",[33,51,52,55,56,59,60,63,64,49],{},[36,53,54],{},"Attach it to an inspection"," — turn on the ",[36,57,58],{},"Pre-inspection agreement"," switch when you create the inspection, or add one later from the ",[36,61,62],{},"Deliver"," page. See ",[45,65,67],{"href":66},"\u002Fhelp\u002Fagreements\u002Fmanaging-agreements","Managing agreements on an inspection",[33,69,70,73,74,49],{},[36,71,72],{},"The client signs"," — every client with an email gets a signing link automatically, by default once the inspection has a scheduled date. They type their full legal name, check an \"I agree\" box, and sign. See ",[45,75,77],{"href":76},"\u002Fhelp\u002Fagreements\u002Fclient-signing","The client signing experience",[33,79,80,83],{},[36,81,82],{},"The report unlocks"," — the moment a client signs, the published report unlocks for everyone. You get a notification and email, and a signed PDF copy is stored on the inspection.",[25,85,87],{"id":86},"the-report-stays-locked-until-signed","The report stays locked until signed",[10,89,90,91,94,95,98],{},"While an attached agreement is unsigned, the published report is locked. Anyone opening the report link sees a ",[36,92,93],{},"\"Your report is almost ready\""," screen with a ",[36,96,97],{},"Review & Sign Agreement"," button instead of the report content — for both clients and view-only recipients.",[10,100,101,102,105],{},"If you also collect the inspection fee through Eave, the agreement comes ",[36,103,104],{},"first",": the client signs, then pays, then views the report.",[107,108,109],"tip",{},[10,110,111,112,49],{},"To unlock a report without a signature — for example, if a client signed on paper — you can mark the agreement signed manually or remove it entirely from the Deliver page. See ",[45,113,67],{"href":66},[25,115,117],{"id":116},"about-the-sample-agreement","About the sample agreement",[10,119,120,121,124],{},"New agreements start from our built-in ",[36,122,123],{},"Standard Pre-Inspection Agreement",", and it's also used as a fallback when you haven't written your own. It's a generic starting point, not legal advice.",[126,127,128],"warning",{},[10,129,130],{},"Have your attorney review any agreement before using it with clients — requirements vary by state.",{"title":132,"searchDepth":133,"depth":133,"links":134},"",2,[135,136,137],{"id":27,"depth":133,"text":28},{"id":86,"depth":133,"text":87},{"id":116,"depth":133,"text":117},"How clients review and sign your agreement online before they can view the published report.","md","i-heroicons-document-check",{},"\u002Fhelp\u002Fagreements\u002Foverview",{"title":5,"description":138},"help\u002F05.agreements\u002F1.overview","GzaFvBWi5WdxtYTfDlbgs7ImfHliqqbLiVuz6GBdlks",[147,169,194,215,248,263,292,313,322,335,344],{"title":148,"path":149,"stem":150,"children":151,"page":168},"Getting Started","\u002Fhelp\u002Fgetting-started","help\u002F01.getting-started",[152,156,160,164],{"title":153,"path":154,"stem":155},"Welcome to 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sections","\u002Fhelp\u002Finspections\u002Ffilling-out-sections","help\u002F02.inspections\u002F2.filling-out-sections",{"title":183,"path":184,"stem":185},"Warnings & safety notices","\u002Fhelp\u002Finspections\u002Fwarnings","help\u002F02.inspections\u002F3.warnings",{"title":187,"path":188,"stem":189},"Home care tips","\u002Fhelp\u002Finspections\u002Fhome-care-tips","help\u002F02.inspections\u002F4.home-care-tips",{"title":191,"path":192,"stem":193},"Publishing & sharing reports","\u002Fhelp\u002Finspections\u002Fpublishing-reports","help\u002F02.inspections\u002F5.publishing-reports",{"title":195,"path":196,"stem":197,"children":198,"page":168},"Templates","\u002Fhelp\u002Ftemplates","help\u002F03.templates",[199,203,207,211],{"title":200,"path":201,"stem":202},"Using templates","\u002Fhelp\u002Ftemplates\u002Fusing-templates","help\u002F03.templates\u002F1.using-templates",{"title":204,"path":205,"stem":206},"Editing a template","\u002Fhelp\u002Ftemplates\u002Fediting-a-template","help\u002F03.templates\u002F2.editing-a-template",{"title":208,"path":209,"stem":210},"Creating a custom template","\u002Fhelp\u002Ftemplates\u002Fcreating-a-template","help\u002F03.templates\u002F3.creating-a-template",{"title":212,"path":213,"stem":214},"Importing a template","\u002Fhelp\u002Ftemplates\u002Fimporting-a-template","help\u002F03.templates\u002F4.importing-a-template",{"title":216,"path":217,"stem":218,"children":219,"page":168},"Scheduling","\u002Fhelp\u002Fscheduling","help\u002F04.scheduling",[220,224,228,232,236,240,244],{"title":221,"path":222,"stem":223},"Scheduling overview","\u002Fhelp\u002Fscheduling\u002Foverview","help\u002F04.scheduling\u002F1.overview",{"title":225,"path":226,"stem":227},"What clients see when they book online","\u002Fhelp\u002Fscheduling\u002Fclient-booking-experience","help\u002F04.scheduling\u002F2.client-booking-experience",{"title":229,"path":230,"stem":231},"Configure your availability","\u002Fhelp\u002Fscheduling\u002Fconfiguring-your-availability","help\u002F04.scheduling\u002F3.configuring-your-availability",{"title":233,"path":234,"stem":235},"Block time off and recurring breaks","\u002Fhelp\u002Fscheduling\u002Fblocking-time-off","help\u002F04.scheduling\u002F4.blocking-time-off",{"title":237,"path":238,"stem":239},"Preview your booking page as a client","\u002Fhelp\u002Fscheduling\u002Fpreviewing-your-booking-page","help\u002F04.scheduling\u002F5.previewing-your-booking-page",{"title":241,"path":242,"stem":243},"Turn scheduling on for an inspection, or opt out","\u002Fhelp\u002Fscheduling\u002Fusing-scheduling-on-inspections","help\u002F04.scheduling\u002F6.using-scheduling-on-inspections",{"title":245,"path":246,"stem":247},"Take inspection requests from a public link","\u002Fhelp\u002Fscheduling\u002Fpublic-request-link","help\u002F04.scheduling\u002F7.public-request-link",{"title":42,"path":249,"stem":250,"children":251,"page":168},"\u002Fhelp\u002Fagreements","help\u002F05.agreements",[252,253,255,257,261],{"title":5,"path":142,"stem":144},{"title":48,"path":47,"stem":254},"help\u002F05.agreements\u002F2.writing-agreements",{"title":77,"path":76,"stem":256},"help\u002F05.agreements\u002F3.client-signing",{"title":258,"path":259,"stem":260},"Importing an agreement from a PDF","\u002Fhelp\u002Fagreements\u002Fimporting-an-agreement","help\u002F05.agreements\u002F3.importing-an-agreement",{"title":67,"path":66,"stem":262},"help\u002F05.agreements\u002F4.managing-agreements",{"title":264,"path":265,"stem":266,"children":267,"page":168},"Payments","\u002Fhelp\u002Fpayments","help\u002F06.payments",[268,272,276,280,284,288],{"title":269,"path":270,"stem":271},"Payments overview","\u002Fhelp\u002Fpayments\u002Foverview","help\u002F06.payments\u002F1.overview",{"title":273,"path":274,"stem":275},"Set up your Stripe account","\u002Fhelp\u002Fpayments\u002Fsetting-up-stripe","help\u002F06.payments\u002F2.setting-up-stripe",{"title":277,"path":278,"stem":279},"Collecting payment on an inspection","\u002Fhelp\u002Fpayments\u002Fcollecting-payment","help\u002F06.payments\u002F3.collecting-payment",{"title":281,"path":282,"stem":283},"What clients see when they pay","\u002Fhelp\u002Fpayments\u002Fclient-payment-experience","help\u002F06.payments\u002F4.client-payment-experience",{"title":285,"path":286,"stem":287},"Require payment to view report","\u002Fhelp\u002Fpayments\u002Frequire-payment-for-report","help\u002F06.payments\u002F5.require-payment-for-report",{"title":289,"path":290,"stem":291},"Automatic payment emails & reminders","\u002Fhelp\u002Fpayments\u002Fautomatic-payment-emails","help\u002F06.payments\u002F6.automatic-payment-emails",{"title":293,"path":294,"stem":295,"children":296,"page":168},"Settings","\u002Fhelp\u002Fsettings","help\u002F07.settings",[297,301,305,309],{"title":298,"path":299,"stem":300},"Set a default inspection fee","\u002Fhelp\u002Fsettings\u002Fdefault-fee","help\u002F07.settings\u002F1.default-fee",{"title":302,"path":303,"stem":304},"Add your signature","\u002Fhelp\u002Fsettings\u002Fsignatures","help\u002F07.settings\u002F2.signatures",{"title":306,"path":307,"stem":308},"Set a public-facing email","\u002Fhelp\u002Fsettings\u002Fpublic-email","help\u002F07.settings\u002F3.public-email",{"title":310,"path":311,"stem":312},"Business profile & licensing","\u002Fhelp\u002Fsettings\u002Fbusiness-profile","help\u002F07.settings\u002F4.business-profile",{"title":314,"path":315,"stem":316,"children":317,"page":168},"Billing","\u002Fhelp\u002Fbilling","help\u002F08.billing",[318],{"title":319,"path":320,"stem":321},"Subscriptions & billing","\u002Fhelp\u002Fbilling\u002Fsubscriptions","help\u002F08.billing\u002F1.subscriptions",{"title":323,"path":324,"stem":325,"children":326,"page":168},"Repair Requests","\u002Fhelp\u002Frepair-requests","help\u002F09.repair-requests",[327,331],{"title":328,"path":329,"stem":330},"Repair requests","\u002Fhelp\u002Frepair-requests\u002Foverview","help\u002F09.repair-requests\u002F1.overview",{"title":332,"path":333,"stem":334},"Building a repair request","\u002Fhelp\u002Frepair-requests\u002Fbuilding-a-repair-request","help\u002F09.repair-requests\u002F2.building-a-repair-request",{"title":336,"path":337,"stem":338,"children":339,"page":168},"iOS App","\u002Fhelp\u002Fios-app","help\u002F10.ios-app",[340],{"title":341,"path":342,"stem":343},"Using Eave on iOS","\u002Fhelp\u002Fios-app\u002Foverview","help\u002F10.ios-app\u002F1.overview",{"title":345,"path":346,"stem":347,"children":348,"page":168},"Organization","\u002Fhelp\u002Forganization","help\u002F11.organization",[349,353],{"title":350,"path":351,"stem":352},"Inviting members","\u002Fhelp\u002Forganization\u002Finviting-members","help\u002F11.organization\u002F1.inviting-members",{"title":354,"path":355,"stem":356},"Sharing templates & reports","\u002Fhelp\u002Forganization\u002Fsharing-templates-reports","help\u002F11.organization\u002F2.sharing-templates-reports",[358,360],{"title":245,"path":246,"stem":247,"description":359},"One link anyone can use to request an inspection, arriving as a draft with the client's details already filled in.",{"title":48,"path":47,"stem":254,"description":361},"Author your agreement documents with merge fields, set a default, and share them across your organization.",1789674671314]