Your master terms cover the basics. But every job has unique conditions - site access, pet policies, parking restrictions, material specifications. Now you can add custom terms to any estimate without touching your templates.
Try Custom TermsSite Access: Work area access via back gate only. Gate code: 4521. Please ensure gate is locked after each visit.
Pet Notice: Two dogs on property - client will secure dogs in garage during work hours (8am-4pm).
HOA Requirements: All work must cease by 5:00 PM per neighborhood covenant. Dumpster requires HOA pre-approval (client will coordinate).
You've got your standard terms and conditions dialed in - payment schedules, warranties, liability clauses. They work for most jobs. But then there's the client with the aggressive dog. Or the historic home with strict renovation rules. Or the HOA that requires work to stop by 5pm. These job-specific conditions need to be documented, and stuffing them into your master template isn't the answer.
Additional terms appear in your estimate alongside your standard terms, creating a complete, job-specific contract.
The foundation that applies to every job
Conditions unique to this particular project
These are the situations where having it in writing makes all the difference.
The client has two large dogs and a toddler. Your crew needs clear expectations about how the home will be managed during work.
"Homeowner agrees to secure all pets in a separate area of the home or off-site during work hours (8am-5pm). Contractor is not responsible for pet containment or damage caused by unsecured animals."
The building has strict rules about work hours, elevator reservations, and debris removal. Violations mean fines - and you don't want to be on the hook.
"Work is subject to building regulations including reserved elevator times (7am-9am, 4pm-6pm). Homeowner is responsible for coordinating elevator access and providing building access credentials."
The client wants to provide their own imported tiles and custom fixtures. You need to document who's responsible for what.
"Client to provide all tile materials by [date]. Contractor is not responsible for defects in client-supplied materials. Delays caused by late material delivery may result in schedule adjustments."
Working on a historic home with specific preservation requirements, or a property with unusual construction that requires special techniques.
"Work to comply with Historic District guidelines. Original architectural details to be preserved where possible. Any required deviation from original materials must be approved in writing by homeowner and may require additional permits."
The job site has limited parking, requires street permits, or has specific access routes that must be followed.
"Contractor will utilize driveway parking only. Street parking permits are the responsibility of the homeowner. Materials delivery to occur via rear alley access as discussed."
The client has an event, a baby due date, or another deadline that affects when work must be complete - or when you can't work at all.
"Project substantial completion targeted for [date] to accommodate client's scheduled event. No work to occur [date range] per client request. Schedule is contingent on timely client decisions and material availability."
No template editing required. Add job-specific terms directly in the estimate wizard.
Add your line items, set your payment schedule, select your standard terms template. Everything works exactly like it always does.
In the terms step of the estimate wizard, you'll see an option to add additional terms. Click it and a rich text editor opens right there.
Type or paste the specific conditions that apply to this project. Format with bold, lists, whatever you need. It's a full editor.
When your estimate is printed, PDFed, or signed, the additional terms appear clearly labeled after your standard terms. The client sees everything in one complete document.
Your job-specific terms appear in a dedicated section of the proposal, clearly distinguished from your standard terms. Clients see exactly what's unique about their project, and you have documentation of every agreement made.
Payment is due upon completion of each phase as outlined in the payment schedule above. A 1.5% monthly finance charge will be applied to overdue balances...
Site Access: Work area access via back gate only. Gate code: 4521.
Pet Notice: Two dogs on property - client will secure dogs during work hours.
HOA Requirements: All work must cease by 5:00 PM per neighborhood covenant.
It's not just about documentation. It's about running a tighter operation.
When that unique situation causes a dispute, you have it in writing - signed by the client as part of the estimate approval.
Clients can't say "I didn't know" when the pet policy or work hours were explicitly stated in the proposal they signed.
Your team can read the job-specific terms and know exactly what constraints or conditions apply to this particular site.
No need to create custom term templates for unusual jobs. Just add what's unique and move on.
Clients notice when you've thought through the details of their specific situation. It builds trust before work even begins.
Months later, you can look back at the estimate and remember exactly what was agreed for that unusual job.
Stop hoping clients remember verbal agreements. Put job-specific terms in writing with every estimate.
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