Write your terms

Five cards: Design agreement, Proposal terms, Care manual terms, Pre-install pack terms and Document text. The setup card's Terms step points at the second one.

Press Edit on Proposal terms. Its own line says what it reaches: Shared across proposals, estimates, and intake. Prices are set per project on the take-off.

Paid on signing is the initial payment as a percentage. Paid at the start of the build is the middle one, and zero is a real answer: a fifty-fifty split is two payments with nothing in between.

Each field shows the sentence it prints on a client's paper underneath it, and the card works out the final payment for you rather than letting two figures add up to something that is not a contract.

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1. 1Paid on signing. The box takes any figure; the three beside it are shortcuts
2. 2Paid at the start of the build. Zero means a two-payment split

How long the price holds is counted from the proposal issue date and printed as an expiry date.

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1. 1One of the two fields the Terms step waits on
2. 2The figure, and what it prints as, under the box

Further down the same form, Included in every job is a paragraph printed on estimates and proposals above your exclusions.

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1. 1The second field the Terms step waits on
2. 2Grey text is a placeholder, not a saved value

The grey sentence in the box is an example, not something Casework saved for you. Until you type your own, the field is blank and the document prints shorter.

Press Save. Included in every job and How long the price holds together close the Terms row on the setup card.

The exclusions list, the proposal clauses and the contact block on the same form are optional. So are the other four cards on this tab. Each one that stays blank makes one document print shorter, and the review queue names which.