Add Job Terms and Conditions
Here you can define the specific terms and contract details that apply to various types of jobs your company handles. This feature allows you to create customized terms by inputting contract details, making them unique to specific services or job types. The terms can be formatted using the available text editor yourself. Additionally, the system includes an AI-Assist Contract Generation tool, which can help you generate your contract. Once saved, these terms can be assigned to jobs, ensuring that each service has its appropriate legal or procedural guidelines in place.
Prerequisites: Account owners and those with administrator access.
Instructions
- After completing each stage of Step 2: Create Your Team during your onboarding with Suprata, you will see Step 3: Set up Your Job Workflow expand on the welcome banner. Alternatively, you can click on the tab to expand it.
- In Step 3: Set up Your Job Workflow, you will see the hyperlink: Add Job Terms and Conditions. Click here to enter the Manage Job Terms and Conditions page.
- Click Add Job Terms and Conditions to enter the New Job Terms and Conditions page.
- Enter the Job Terms Name.
- You may directly write the Terms and Conditions yourself. Alternatively you may use the Ai-Assist Contract Generation Tool by clicking on the hyperlink in the bottom right corner.
- Once on the Ai-Assist Contract Generation page, please follow the instructions and click Generate Content.
- After reading through the generated content and ensuring you are satisfied, click Use Content. (NOTE: You will be able to edit the generated content after this stage.)
- Once complete and all details have been checked for accuracy click Save.
- The page should refresh and return you to the Manage Job Terms And Conditions page where you will now see your added Job Terms and Conditions.
- To continue Company Setup, please click the link Continue Setup at the top of the page.
