Contracts, Terms & Attachments | FieldCamp

A well-prepared estimate or invoice does more than list prices -- it sets expectations, protects your business, and builds trust with your clients. You can create and send estimates directly from the Command Centre using natural language. FieldCamp lets you attach contracts, add terms and conditions, upload supporting files, and include notes on every document.

Service Contracts

What Are Contracts in FieldCamp?

Contracts are reusable agreement templates that formalize the scope of work, responsibilities, and legal obligations between you and your client. You create them once in Settings and attach them to estimates or invoices as needed.

Setting Up Contract Templates

1. Click your username (top-right corner) and select Settings
2. Navigate to the Contracts section
3. Click Add Contract Template
4. Fill in the details:

5. Click Add to save

Attaching a Contract to a Document

When creating or editing an estimate or invoice:

1. Scroll to the Contract section
2. Click Attach a Contract
3. Select an existing template from your library or upload a new file
4. The contract is now linked to the document

When the client views the estimate or invoice, the contract is included. If you also require a digital signature, the client reviews and signs both the document and the contract in one step.

Linking Contracts to Jobs

You can also link a contract to a job. When creating or editing a job, select the relevant contract from the dropdown. All work completed and invoices generated under that job are tracked against the selected contract.

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Terms and Conditions

Why Add Terms?

Terms and conditions clarify the rules of engagement for each piece of work. They typically cover:

• Payment expectations and deadlines
• Cancellation and refund policies
• Warranty and liability limitations
• Material price fluctuation clauses
• Scope of work boundaries

Adding Terms to a Document

1. In the estimate or invoice form, find the Terms & Conditions section
2. Enter your standard terms or customize them for the specific job or client
3. These terms are visible to the client when they review the document

You can set default terms in Settings so they auto-populate on every new estimate and invoice. Override them on individual documents when needed.

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Attachments

Why Attach Files?

Supporting documents add detail, transparency, and credibility. Common attachments include:

• Before-and-after photos of service work
• Blueprints, floor plans, or technical drawings
• Product datasheets and specifications
• Insurance certificates and licenses
• Warranty documentation

How to Attach Files

1. In the estimate or invoice form, find the Attachments section
2. Drag and drop files or click Browse Files to upload from your computer
3. Supported formats: PDF, JPG, PNG, DOC
4. Add as many files as needed

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Notes

Internal vs. Customer-Facing Notes

FieldCamp supports two types of notes on every estimate and invoice:

Add notes in the Notes section of the document form. Specify whether each note is for the client or for internal use.

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Best Practices

• Standardize templates -- Create contract templates for your most common service agreements to save time and maintain consistency
• Attach everything upfront -- Include signed agreements, schedules, and photos before sending the estimate. Clients appreciate transparency.
• Keep terms concise -- Long legal blocks get ignored. Write clear, plain-language terms your clients will actually read.
• Use internal notes liberally -- Record why you set a specific price, what the client mentioned on the phone, or when to follow up. Your future self will thank you.

Related Articles

• Creating Estimates — build and send professional quotes
• Digital Signatures — add signature fields to estimates and invoices
• Document Templates — customize the look of your documents
• Email Templates — configure the emails that deliver your documents
• Estimate to Job to Invoice — the full conversion workflow