Learn how to efficiently set up and edit agreements in Keystone. Managing your agreements ensures clear terms for your services and smooth client interactions.
To edit agreements in Keystone, click the Gear Icon in the top right-hand corner.
In the Agreements section, under Agreement Templating, copy variables like client name or inspection address to use in agreements and emails. These can be pasted directly where needed.
Next, scroll to the Agreement Sections.
Agreements are broken into sections like Header, Body, and Footer. For example, you can add details like your company logo or order information in the Header section.
Click on “New Agreement Section”
Specify where each section should appear in the agreement by assigning it a section number. For example, setting it as Section 1 places it at the top of the agreement.
You can format the agreement using bold, italics, bullet points, or by adding links and images.
Scroll down to specify if the agreement applies to specific states or services. If no service is selected, the agreement will apply to all services.
You can also associate agreements with specific service types, like add-ons or stand-alones.
If the verbiage is for legal purposes, such as a waiver, you can enable the Is Waiver option.
Be sure to save your changes by clicking the Save Agreement Section.
That’s how you edit agreements within Keystone. If you’d like more detailed training, reach out to our support team to schedule a session.