Create and manage agreements

An agreement is the document your customer reviews and signs before their inspection. You write it once, and Inspector Studio fills in each customer’s details — their name, the property, the date and the fee — for every booking.

There are three parts to setting one up:

1. Write the agreement.
2. Add it to your services so every booking includes it.
3. Add it to a single inspection when you need to.

Write an agreement

1. In the sidebar, open Settings → Agreements.

   

2. Click New (or Create First Agreement if you don’t have any yet), give the agreement a name your team will recognise — for example Pre-Inspection Agreement — and click Create Agreement.

   

3. Write your agreement in Agreement Content. Use the toolbar for headings, bold text, lists and links, or paste in an agreement you already use.

4. Wherever the customer’s own details should appear, insert a variable. Click in the text where it belongs, open Insert Customer & Inspection Variables, pick a tab, and click the variable. It’s added as a placeholder like {{client_name}}.

   

5. Click Save Agreement.

Variables you’ll use most

Tab	Variable	Fills in
Client	client_name	The customer’s name
Property	property_address	The property address
Order Details	inspection_date	The inspection date
Order Details	grand_total	The total fee

Each tab — Client, Agent, Buyer’s Agent, Seller’s Agent, Inspector, Company, Order Details, Property, Services and more — has its own set. Type in Filter variables to search them. The Service Fees tab has a variable for each of your services’ prices.

See every variable and what it fills in: Variables.

Typed a variable by hand?

If a placeholder won’t fill in — a typo like {{client_nmae}} — a yellow warning appears above the editor, suggests the variable you probably meant, and offers Fix it. Fix these before saving: anything left reaches the customer exactly as typed.

Agreement status and update behavior

• Agreement Status — only active agreements are attached to bookings or offered when you add one to an inspection. Turn it off to retire an agreement without deleting it; services that still list it simply skip it.
• Keep unsigned copies current — if the inspection’s details change before the customer signs (a new date, a different fee), their copy updates to match.
• Monitor signed-copy changes — if details change after the customer has signed, your team is warned that the agreement may need signing again.

Both update options are on by default.

Include it with a service automatically

Add the agreement to a service and every new booking with that service asks the customer to sign it — whether your office books it or the customer books online. No one has to remember to attach it.

1. In the sidebar, open Settings → Services and click Edit on the service.

2. Scroll to Agreements and select each agreement customers must sign for this service.

   

3. Click Update Service.

Repeat for each service that needs it. If an inspection includes several services, the customer is asked to sign every agreement those services require. Add-ons can carry agreements too — set them up the same way from Settings → Add-ons.

Note

This applies to inspections booked from now on. Inspections already booked don’t pick it up — add the agreement to those one at a time, as below.

Add an agreement to one inspection

Use this for an inspection that was booked before the service had an agreement, or for a one-off agreement that only this job needs.

1. Open the inspection and scroll to Agreements on the Overview tab.

2. Click Add, choose the agreement under Select agreement, and click Add.

   

The agreement shows Awaiting signature until the customer signs. Click the eye icon to View it — the variables are filled in with this inspection’s details.

From the same card you can:

• Collect Signature — have the customer sign in person, on your device.
• Refresh — regenerate unsigned agreements with the inspection’s current details.
• ✕ — remove the agreement from this inspection.