Now that you’ve added your labor rate(s), you want to protect your business in a court of law by adding your disclaimers. These disclaimers will appear on both the customers’ estimates and invoices.

Terms of Service is where you can add your shop's verbiage for disclaimers, warranties, or any other information you'd like to include on estimates and/or invoices. Ideally, these would be written for your shop by an attorney; however, we understand not every shop has the resources to have an attorney draft up a custom terms of services.

There are plenty of free resources online with drafts and examples. If you’re already part of the Tekmetric network, our Facebook TUG group has thousands of friendly users who are willing to help other Tekmetric shops.

Be sure to confirm your disclaimers are in compliance with any state and local requirements.

Setup Service Disclaimers

1. Click the Shop Settings section on the bottom of the left menu bar.

2. Click the 5th tab, Estimates/Invoices.

3. Estimate & Invoice Details table - here you control what your customers see on the invoices & estimates, and your Terms of Service.

4. Select the Terms of Service section to set up your Terms of Service for estimates and invoices.

   • Estimate TOs - Here you will create your Estimates Terms of Service. Once you have customized it, click Save to save the changes made.

   • Invoice TOs - Here you will create your Invoice Terms of Service. Once you have customized it, click Save to save the changes made.

     

FAQs for Terms of Service

• Will a change of the terms of service affect posted repair orders? No, it will not update posted repair orders.

• Would updating the terms of service change repair orders on the Job Board? It will only update repair orders that have not been authorized.

• Does updating the Terms of Service for estimates automatically update the Terms of Service for invoices? No, the Terms of Service for estimates and invoices are managed separately and must be updated individually.