The terms that protect you, written once and reused — with the customer's name, your license number, and the deposit amount filled in automatically.
The Clause Library
Clauses are your standing terms, filed by what they're about. Write the paragraph once, and add it to any proposal, contract, or change order in a tap.
Thirteen categories cover the ground most contractors need, and a Custom bucket carries anything else under a label you choose.
- Payment Terms · Warranty · Scope of Work · Exclusions.
- Insurance & Liability · Change Order Policy · Dispute Resolution.
- Cancellation & Termination · Permits & Compliance · Timeline & Delays.
- Cleanup · Access & Site Conditions · Custom.
- Clause bodies support rich formatting.
Pro tip: Exclusions save more arguments than any other clause. Writing down what the price does not include is how you keep a change order conversation from becoming a dispute.
Variables Fill Themselves In
Write a clause with a placeholder and it resolves against the actual document when used. Your payment terms clause can name the real deposit amount, the real balance, and the real completion date without you editing it per job.
Placeholders cover your company details and license, the customer, the job and its address, the document's own number, the money, the dates, the warranty terms, and the state jurisdiction.
- Company: name, address, phone, email, license, insurance.
- Customer: name, company, contact details, address.
- Document: proposal, contract, invoice, and change order numbers.
- Money: contract total, deposit percent and amount, balance due.
- Dates: today, start, completion, due, valid-until.
- Terms: warranty length and description, payment terms, jurisdiction.
Proposal Templates
If you sell the same job repeatedly, save it as a template — its lines, its sections, and its clauses. Starting from a template means a repeat job is priced and papered in a minute instead of an afternoon.
Templates set explicit line groups, so a templated proposal keeps the section layout you designed rather than re-deriving it.
- Templates carry lines, sections, and clauses.
- Template groups override automatic sectioning.
- Start from a template, then adjust for the specific job.