Question on Contract

[William R. DeVries]

Hi all , I just joined up today and wanted to say again Dominic this really rocks
one question i have is where or what are yall doing with contracts

1) HI Agreement
2) Thermal Contract
3) Mold & IAQ contract
4) Phase Construction Inspection
Am I missing where I can save and then click which one or combo I want printed, or do you just have the basic and then print th others out in word .

curious
thanks again
Bill

[Dominic Maricic]

Hey Bill,

Right now you actually can only have one contract in the program right now. I'm working on rewriting the contract section so the contract is actually template specific. What the guys are doing right now is one of two things. Just copying the template from a text document if you need a different contract. Or just rename the files in C:\Program Files\Home Inspector Pro\Data\Contract.xml to something else like MoldContract.xml, and then change it to Contract.xml and load the program. I will try to get this feature into the version after next as I have huge feature to finish in the next version (photo slideshow within each section in the program).

Dominic

[William R. DeVries]

Great Dominic, thanks for the reply, the naming convention works, just  wanted to know the skinny on contract rearrangement
Bill

[Dominic Maricic]

After thinking about this some more, it makes more sense to just make the contract save with the template, that way each template has 1 contract. It wouldn't be too difficult to setup. Does anyone see a reason why a specific template would need more than one contract?

So the two possible methods here are:

A. Ability to change contracts just like you can change documents in the edit document section and just choose your contract.

B. Just save each contract in the corresponding template file.

Votes? Opinions?

[William R. DeVries]

My contracts are all completed as for content and I just removed the bottom that i had for signing because hip puts that in.
A checkbox for printing would be great, some times i do a inspection and mould ,IAQ is also done at the same time so I would need to have both printed for signing and can do the reports as two templates.
Same for commercial I would need my ancillary agreements IE thermal, IAQ and the commercial would all be melded into the full contract.

[Dominic Maricic]

When you meld contracts together do you literally just paste one right after another? It definitely sounds like the 1 template = 1 contract wouldn't work in your case, so I'll pursue the other method. Rather than checkboxes, which if you just had multiple contracts, which had the different combinations that you would use. That way it could work exactly like the edit documents.

[William R. DeVries]

check boxes can work as you could check which ones you wanted to print for signing or emailing to the client with the clients name filled and costing in place

[Dominic Maricic]

Ok, but would you want it to be one long contract with a single signature at the end, or several separate ones with a signature for each?

[David A. Andersen]

I do my contracts seperatly from the report.
I want them signed long before the report is written or even the inspection performed because I almost always start my inspection before I ever meet the client.
I get them electronicly signed, if they show up for the inspection they sign a hard copy (if not they mail a hard copy with their check).
I don't see a need for the contract in the report to start with.
This flys with my E&O carrier so I must stick with that.
JMHO

[William R. DeVries]

David,
most of my client call two - three days before the inspection, if set up by a realtor sometime the next day, seperate contracts are easier, I do send E-agreements to clients when I can get the email addy, for the most part its have them sign in the driveway while I am still outside. With the setup with contracts on HIP I could then use hip for the client call and then fill it in and email contracts right away with name on papers.

[Dominic Maricic]

I do my contracts seperatly from the report.
I want them signed long before the report is written or even the inspection performed because I almost always start my inspection before I ever meet the client.
I get them electronicly signed, if they show up for the inspection they sign a hard copy (if not they mail a hard copy with their check).
I don't see a need for the contract in the report to start with.
This flys with my E&O carrier so I must stick with that.
JMHO

David,

With HIP you have to do it separately as the contract page is purposely printed separately. We did this for the exact reason to encourage guys to print them out before they did their inspection. Be very careful having them mail a hard copy with the check. Legally you need to get the contract signed BEFORE you ever start the inspection. That way there can not be any complaints that the client was not aware of x,y,z or the price.


Bill, so which way would you go with the contracts? Multiple signatures, or all docs merged with one long signature?

[William R. DeVries]

I would have multpule signatures, so I can hit the checkbox for the ones I want printed and the client can then sign them Inspection, Mold, Thermal, IAQ, Commercial, Release, Indie Sub contractor (ie electrician, HVAC, )
and more later on I can see

[Dominic Maricic]

Ok, sounds good. Added to the to-do list.

Dominic