Hi, there. This is Brad Teixeira from the video department at InterNACHI. I'm here
to show you the online agreement system.
we're starting on the members only dashboard page we're going to click on
the online agreements icon
all right here are the two major topics will be discussing here creating new
agreements and also creating and editing your agreement templates
let's click on the agreement templates and you see we have a list of energy
template agreements already set up for you
we're going to just click on the energy residential agreement
view and we're going to click and hold and drag all the way to the bottom
there we go we're going to right-click it copy and go back up to the top of the
page
we're gonna go back to templates and because we are creating a custom
template going to create a new template
we're going to right-click in the content field and paste that residential
agreement
this is where you can add language that your business attorney suggest
i'm just going to use my custom language is an example or you can take out
anything that you don't feel that in to be in the agreement
i'm going to add enable this my agreement
and scroll down to the bottom and save this template
all right now we have our custom agreement we can click on this to save
as a default so that you can use this agreement
multiple times we see this as the default
alright so now it's your default and you can come here and you can either edit or
delete it if you need to add or take out anything in that agreement
we're gonna go back to agreement overview we're going to click on new
agreements and see we have our custom agreement
waiting for your use and the beauty about this drag and drop system is that
you click hold and drag so we don't even have to use our agreement we can use
maybe a general release form
but today we're going to use this our new custom agreement
maybe we add a hold harmless clause in there
and maybe a thermal-imaging addendum
scroll back up to get in there and if you notice if we click hold and drag we
can change the order in our agreement that looks pretty good and then hit
continue
alright and takes us to our agreement already set up and put together with our
old harmless clause and are
infrared addendum going to add the clients name clients email
and we're going to go to them and make sure that all of the yellow fields are
filled out
we can add our name
initials
and we can either check allow an agent of the client to sign the agreement if
there's other people working on the project but we can leave that blank and
we're going to save agreement and the beauty is that we have this URL that we
can send to the client
and we also have a generated message that you can send through your email
and you can see see sent to your address and we've been hearing that you had a
lot of problems emailing out maybe with gmail or yahoo that has been going into
the spam folder
what we like to suggest is sending this year well through your business email so
that it won't hit the spam folder and before we take a look at the agreement
that your client will see we're going to go back to our agreements
we're going to see you or agreements and we can see that we sent it out to the
client but it's not signed yet
so if we need to change any language that your client is not comfortable with
we can go back and edit and remove some of that language or if the client did
not receive it for some reason we can go back and resend
that agreement
all right so we're gonna go back we're gonna go take a look at our agreement
they were sending to our clients the clients going to put in their email
address and click on get your inspection
there we go the plan will be able to see the agreement
and they would go down to the bottom
check that box put their initials in there and can sign it
and click on securely sign
all right
easy that was for that client they creates a PDF that you
they can download and you'll receive an email that they have signed the
agreement
you can just go down there they can see that they checked and signed all the
boxes
we're going to go back to our my agreements we can refresh the page
and we can see that our client and they signed it on this date at this time and
we can go in here and we can also view it
and also printed out as a PDF and if we just need a basic agreement not
something custom and go back to new agreements and what we can do is we can
take out our custom agreement that we've created and just say we just want to use
regular residential agreement
we can click continue and we would do the same thing we can fill out the
clients name
fill in the yellow fields with all the information initial and save agreement
I hope you found this video helpful as always we're open to feedback and
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