Note: With any adjustments made on this page you will need to click "Save" in the upper right-hand corner in order to enact your changes. After making these changes, if you are already in the app, you must log out and log back in, in order for your changes to be seen in the app.
To set up your pest agreement, go to Settings in the Sales Rabbit Web App.
Then select "Agreements" under the Sales section.
This page will display all of the different agreement customizations and configurations that you can adjust in Sales Rabbit.
Submission Notification Email: Enables you to input an email address where you will be notified when a user submits an agreement. The email will include who submitted an agreement to whom. After inputting the email check the box next to "Enabled" and click "Save" in the upper right-hand corner. To disable the feature uncheck the box next to "Enabled".
Note: You can only enter one email address but you can setup that email so it forwards to other email accounts.
Contact Information: This contact information directly on the pdf agreement in the app. This information can be company wide or specific to each office. You can change it to office specific by clicking on the "Company Wide" drop down box.
Tax API: This enables an integration that allows the Sales Tax to be calculated based on a zipcode.
Customer Welcome Email:
Enabled: Check the box to send emails for every customer submission. If the box is not checked the email will not be sent out.
From Name: The name of who is sending the customer the email.
Reply To Email: The email address you would like the customer to reply to.
Subject: What you want the subject of the email to be.
Email Message: The PDF agreement from the app will be automatically attached to the email. You can add additional content to this email.
Services: Here you can select what services you would like to provide in the app. You can have up to two services and you can change the names of these two services. For example, if you provide "Pest" and "Mosquito" services then you can change the name of the "Lawn" option to "Mosquito".
Covered Services: Here you can insert the different services that you would like to have displayed in the app. Separate them with a comma, and they will appear with individual check boxes in the app.
Additional Services: Here you can insert the different additional services that you would like to have displayed in the app. Separate them with a comma, and they will appear with an individual check boxes with a space to attach a price value.
Terms: Here you can input your "Guarantee" in the first section and the your company's terms in the second section.
Additional Terms PDF: Here you can upload a pdf containing your additional terms or any information you would like to include with the contract. This file can have multiple pages but you may only upload one file in all. This file will appear in the map as your swipe to the left on the pdf agreement. It will also be emailed to the client along with the pdf agreement.
Web Form: This feature if enabled will replace the agreements section in the app. It will enable you to insert a URL which will display in the app. This feature is useful if you have a lead portal on your website.
Lead Status Defaults: Here you can select the different lead statuses you would like to appear on the map when creating an agreement and when the agreement is submitted. (This list of icons is controlled in your dashboard Click here to learn about customizing and creating new lead statuses.)
