Help Centre

Access our How To Guides to Get Set Up and Sorted with Your T&Cs and improve your Customer Service

ADDING TERMS TO WEBSITES, QUOTES, BOOKING FORMS

Discover the range of methods to ensure your terms of trade apply to every job, every time to protect your payment rights

HOW TO ADD TERMS OF TRADE TO YOUR WEBSITE

HOW TO REFERENCE TERMS OF TRADE IN YOUR QUOTES & INVOICES

HOW TO LINK TERMS OF TRADE ON WEBSITE TO A XERO QUOTE OR INVOICE

HOW TO ADD FOOTER TEXT TO A XERO INVOICE

HOW TO UPLOAD A CUSTOM XERO WORD QUOTE (WITH TERMS EMBEDDED ON BACK PAGES)

HOW TO ISSUE A NEW QUOTE/ESTIMATE IN XERO USING A CUSTOM WORD TEMPLATE (WITH TERMS EMBEDDED ON BACK PAGES)

HOW TO ADD TERMS OF TRADE INTO FERGUS

HOW TO ADD TERMS OF TRADE INTO TRADIFY QUOTES

HOW TO APPLY TERMS OF TRADE TO CALL OUTS AND PHONE BOOKINGS

HOW TO APPLY TERMS OF TRADE TO ONLINE BOOKING FORMS

HOW TO INFORM EXISTING CLIENTS OF UPDATED TERMS

WORKING WITH CUSTOMERS

Check out our handy checklists to get ready to work with corporate customers and charge for those extra costs.

WORKING WITH COMMERCIAL OR CORPORATE CUSTOMERS - YOUR HANDY CHECKLIST

MANAGING COST INCREASES

CHARGING FOR EMERGENCY CALL OUTS

CHARGING FOR TRAVEL TIME

EMAIL TEMPLATES

Download our email templates to help you stand out with your customer service and remind clients when to pay

EMAIL TEMPLATE: VARIATION

EMAIL TEMPLATE: PROGRESS PAYMENT/INSTALMENT INVOICE

EMAIL TEMPLATE: FINAL INVOICE

EMAIL + TEXT TEMPLATE: CALL-OUT FEE CONFIRMATION

EMAIL TEMPLATE: EXISTING CUSTOMER_NEW TERMS UPDATE INFORMER

EMAIL TEMPLATE: CONFIRM SCOPING VISIT

EMAIL TEMPLATE: CONFIRMATION OF START DATE_JOB ACCEPTANCE