Waivers

Waivers

Use the waivers feature to create different waivers for your customers to sign.  

1. Creating a New Template
2. Downloading a Blank Template
3. Using a Wavier in the Technician App
4. Viewing/Sending the Waiver on the Client Screen

Creating a New Template

Click Create New Template

1. Name: Create a name for the waiver template
2. Require for all products: Check this box if you would like to make the waiver required for all product
3. Require for Products:  If you would like this waiver to be required for certain products, enter those products here
4. Products Required for this Waiver:  If you would like to make sure certain products are added if a waiver is used, enter those here
5. Require client signature:  Click this box if you would like the client signature to be required, not optional.
6. If this waiver is required, then also require it for estimates: Checking this box will make it so this waiver is required on estimates as well as non-estimates when it is a required waiver.
7. Require Photo: Click this box if you want a photo to be required before the waiver can be submitted.
8. Use default organization logo at top of waiver:  If you do not want the default logo to show on the waiver, uncheck this box
9. Margins:  You can resize the margins on the waivers   

10. Type the body of the Waiver into the template.  If you want to insert one of the tokens, set the cursor to where you want the token to appear.  Click the token to insert.   You also have the ability to add images to the waiver.

Please note:  Do not copy and paste the body of the waiver from Microsoft Word.  For the formatting to work correctly, please type the body of the waiver directly into Zr Ware® and use the formatting options provided.

Click Save to save the waiver.  You also have the option to Preview or Delete a waiver.

Once you create a waiver, it will be accessible to the technicians from the customer appointment screen.  Click to open the waivers list.

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Downloading Blank Template

You can download a blank template to email to a customer by:

1. Selecting the Waiver desired to send to the customer.
2. Select Download Blank Template.

The Blank Template will be downloaded, and can then be viewed or manually emailed to the customer.

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Using a Waiver in the Technician App

The technician will then see the list of waivers.  Click Rug Cleaning to open the rug waiver.

The waiver will appear on the screen.  The technician can then hand their mobile device to the customer who can read the waiver and fill out any necessary information.

The technician can then click the Add Signature so the customer can sign.

If the technician wants to add images to the waiver, click Add Images

The signature pad will appear and the customer can sign.

Click Save

Click Submit

The waiver is now saved in the customers profile.

Once the job is closed, the waivers will be sent to the customer in the same email as the invoice.

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Viewing/Sending the Waiver on the Client Screen

To view the completed waivers, go to the customer profile>client history>show booking attachments

All completed waivers will be listed in the booking attachments popup.  Click on the waiver name to view the PDF.

If you need to email the waivers to the customer, go to client history>actions>send customer copy.  This will resend a copy of the invoice and all waivers attached to this job.

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