Save Time: Terms of engagement

Terms are important. Your customer needs to be clear about what you are going to provide as part of your service (and what you are not). Setting the right expectations at the start leads to better outcomes when the report is provided. 

But submitting personalised terms for every survey takes time.

Time to copy and paste the data into every field.

Time to check it is right.

Time to follow up.

Going electronic – how it works

Terms documents can be set up with tags that enable your terms documents to be prefilled with survey. This could mean prefilling names, addresses, quote values, dates and more in the click of a button.

It can also allow you to create areas for you or your customer to add specific notes relevant to the job being carried out so that your terms are fully personalised and sent within a couple of clicks.

There are two benefits to doing this:

85% average increase in productivity – you aren’t spending time manually filling in documents

80% average error reduction – the data is entered exactly as it is saved in the system. No errors added when manually entering data

Other benefits:

Terms are quick to submit (even when you are out on site from your phone) reducing delays in the booking process.

They are easy for the customer to sign as well – no need to print, sign and photo (and no emails lost in spam folders due to attachments).

Being easy they are also faster – you can send them easily, your customer can sign them quickly. The easier a task is to do, the less it gets put off by a client. This reduces delays and the need to chase customers for signed terms.

An easier booking process leads to an increased conversion rate on sales by removing obstacles that can put some customers off.


E-terms can make life easier for you and your customer helping to reduce the time needed to send and sign documents as well as reducing errors in any documents sent. An easier process means a smoother customer experience and ultimately helps to increase sales conversions (by removing obstacles in the booking process). A great customer journey leads to better reviews encouraging more customers to go ahead.

Understanding how simple your customer journey is at every touch point helps to make your customers’ (and therefore your own life) easier. Every small aspect of the journey that requires a bit more effort from your customer results in a small frustration at each stage that doesn’t need to be there.