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The Terms of Service Functionality

Updated over 6 years ago

The Terms of Service feature displays the wording to which the customer has to agree before signing on the mobile device screen.How to enable Terms of Service in the ServicePortal: Under Account Summary click on:

  1. Settings

  2. Company Settings

  3. Select the checkbox, "Display terms and conditions when collecting signature."

Where to enter the Terms of Service in ServiceCEO:

  1. Tools -> Options -> Reporting -> Invoice/WO/Estimate

  2. Scroll down to Footers and Disclaimer Statements

  3. For Work Orders:
    Click to edit Agreement for Work Orders

  4. For Estimates:
    Click to edit Agreement for Estimates

  5. Enter Terms of Service here

How Terms of Service will be displayed in ServiceBridge app:

  1. In the signature tab, customer will click on "New Signature" and the Terms of Service prompt will open.

Customer will have two options; Agree or Disagree with the Terms of Service

  1. IF customer clicks on Agree, then the customer will proceed with signing

  2. IF customer clicks on Disagree; then the customer will be returned to the signature tab.

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