Contracts & Signatures
Creating Contracts from Templates
Contracts formalize the agreement between you and your customer. Start from a template to save time and ensure consistency across all your contracts.
- Click Contracts in the sidebar, then click New contract.
- Select a contract template (or start from scratch).
- Choose the customer and, optionally, link an estimate.
- The template content is populated with your business and customer details via placeholders.
- Review the contract, make any edits, and click Save.
Placeholder System
Contract templates use placeholders that are automatically replaced with real data when you create a contract. This lets you write a template once and reuse it for every customer.
Customer placeholders: Customer name, email, phone, and address are inserted automatically.
Business placeholders: Your company name, address, phone, and logo are filled in from your business settings.
Estimate placeholders: If the contract is linked to an estimate, the total amount, scope of work, and line item details can be included.
Date placeholders: Current date, start date, and end date fields are available for scheduling terms.
Tip: Build your contract templates with all the placeholders you need, then test them by creating a draft contract to make sure everything fills in correctly.
Sending for Digital Signature
Send contracts to customers for digital signature without any printing or scanning. The customer signs online through a secure public link.
- Open the contract and click Send for signature.
- The customer receives an email with a link to the signing page.
- The customer reviews the contract, draws or types their signature, and submits.
- You are notified when the contract has been signed.
Geolocation tracking: When a customer signs, ServeHub records the location (with their permission) as part of the signing record. This adds an extra layer of verification to the digital signature.
Signing record: Each signed contract includes a timestamp, IP address, and geolocation for legal documentation purposes.
Downloading Signed PDFs
Once a contract is signed, download it as a PDF for your records. The PDF includes the contract content, signatures, and signing metadata.
- Open a signed contract.
- Click Download PDF.
- The PDF includes the full contract text, the customer's signature, and the signing timestamp and location.
Creating Invoices & Jobs from Contracts
After a contract is signed, you can create invoices and jobs directly from it. This keeps everything linked together for easy tracking.
Create an invoice: Click Create invoice on a signed contract to generate an invoice pre-filled with the contract amount and customer details. You can create multiple invoices for progress billing.
Create a job: Click Create job to set up a job linked to the contract. The job inherits the customer, address, and scope from the contract.
Tip: For large projects, create the job first to start scheduling, then create invoices as milestones are reached. This gives you a clear paper trail from contract to payment.