Add Job Terms and Conditions

The Add Job Terms and Conditions feature allows you to define the specific legal or procedural guidelines that apply to various job types within your organization. By creating tailored terms and conditions, you can ensure that each job is aligned with your business standards and client expectations. These terms can be customized using the platform’s text editor, or you can utilize the AI-Assist tool to generate professional content efficiently. Once added, these terms can be assigned to job types, providing consistency and clarity for both internal teams and clients across all services.

Prerequisites: Account owners and those with administrator access.

Instructions

1. From the main Dashboard, click the Administration tab.
   
   
   
   
   
   
2. You will enter the Administration Dashboard.
   
   
   
   
   
   
3. Click on Job Settings.
   
   
   
   
   
   
4. Click Job Terms from the expanded Job Settings tab to enter the Manage Job Terms and Conditions page.
   
   
   
   
   
   
   
5. Click Add Job Terms and Conditions to enter the New Job Terms and Conditions page.
   
   
   
   
   
   
6. Enter the Job Terms Name.
   
   
   
   
7. 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.
   
   
   
   
   
   
8. Once on the Ai-Assist Contract Generation page, please follow the instructions and click Generate Content.
   
   
   
   
   
   
9. 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.)
   
   
   
   
   
   
10. Once complete and all details have been checked for accuracy click Save.
    
    
    
    
11. 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.