Contracts and agreements

Flyra handles agreements in two places, and which one you need depends on whether the work is one-off or recurring.

1. Terms on estimates

For one-off work, your agreement is the terms block on the estimate. Settings > Documents has a Terms toggle on the Estimates card, plus a default terms field that prefills every quote.

Write these once and they go out on everything. Payment terms, what happens if access isn't available, your cancellation window, damage and liability wording.

Note that invoices have no Terms toggle. Terms belong on the quote, where the customer agrees to them before the work, not on the bill afterwards.

2. Agreements on subscription templates

For recurring work you need something stronger, and that's step 1 of the subscription template builder: Agreement, described as "write the agreement terms and billing copy".

This is a proper service agreement. It's what the customer reads and accepts when they go on a plan, and it's the document you'd point at if a recurring charge is ever disputed.

3. What the customer sees

The preview pane on the template builder shows the finished agreement with a TERMS AND CONDITIONS section alongside CUSTOMER and SERVICE DETAILS.

What to actually put in them

For one-off work, on the estimate:

• Payment terms and when payment is due
• What happens if nobody is home or access is blocked
• Your cancellation and rescheduling window
• Anything explicitly not included

For recurring work, on the subscription agreement, all of the above plus:

• Billing frequency and the exact amount
• How price changes are communicated
• How the customer cancels, in plain words
• What happens to a missed visit

The cancellation clause is the one that matters. Customers who can see how to leave dispute charges far less often than customers who can't.

Tips and gotchas

• Estimates carry terms, invoices don't. Get agreement before the work.
• Default terms save retyping and stop quotes going out inconsistent.
• Recurring work needs a real agreement, not a line on a quote.
• Plain cancellation wording prevents chargebacks.
• This isn't legal advice. Have a professional look at your terms once. It's cheap compared to one bad dispute.

Next up: The price book