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Save Speaker Agreement Template – BaseCRM Version in PPR

Save Speaker Agreement Template – BaseCRM Version in PPR

Aug 6th, 2022

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How to Save Speaker Agreement Template – BaseCRM Version in PPR

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66 votes

Service agreements are crucial in inspection services, detailing payment and the scope of work. It's essential to complete the agreement accurately before it is signed by you and your client. In this video, a demonstration on configuring the service agreement in Eneris is provided, ensuring it is always attached and automatically populates details such as the client's name, property address, and service cost. The presenter navigates to settings, clicks on agreements and disclaimers, and opens the service agreement template. Users can paste their pre-existing service agreement, whether drafted by an attorney or obtained from organizations like ASHI or InterNACHI.

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