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Uploading your Terms of Trade (Essentials)
Uploading your Terms of Trade (Essentials)

How to upload your terms of trade and send them out automatically

Ghie avatar
Written by Ghie
Updated over a week ago

When a new job is commenced, terms of trade should always be sent to establish the terms of the contracted work and protect your company should anything go wrong.

Fergus will let you know if terms of trade have not yet been sent on any jobs.

Uploading your terms of trade

Hop on over to your Profile icon next to Help (?) button then select βš™ Settings > Terms of Trade and follow the upload instructions.

If you don't have your own terms of trade, you can download our handy template, fill it in, and upload it all on this page:

Automatically send out Terms of Trade

To set your terms of trade to automatically attach to the first email correspondence with a customer go to βš™ Settings > Email, and tick Automatically attach Terms of Trade to initial email correspondence:

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