Documentation Index

Fetch the complete documentation index at: https://help.1nspect.app/llms.txt

Use this file to discover all available pages before exploring further.

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Contracts & E-Signatures

1nspecT includes a built-in e-signature system. You write your agreements once, they are sent automatically with every booking, and clients sign digitally from any device — no third-party signing account required.

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How It Works

1. You create one or more agreement templates in the Contracts editor
2. When an order is booked, the workflow engine sends the contract bundle automatically
3. The client receives an email with a link to their signing portal
4. The client reviews the agreement and signs (drawn signature or typed name)
5. A signed PDF is generated and stored — with full audit trail
6. The contract.signed event fires → triggers the next workflow step (payment request, etc.)

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Creating Agreement Templates

Go to Settings → Contracts to manage your agreement templates.

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The Agreement Editor

The editor is a full rich text environment (TipTap) supporting:

• Formatted text (bold, italic, headings, bullets)
• Tables — useful for fee schedules, scope of work lists
• Images — embed your company logo or signature line graphics
• Variable tokens — inserted via the { } dropdown

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Signature Field Tags

Place these tags anywhere in your agreement to mark where signatures, dates, and initials will be stamped: Insert these tags using the Signature Fields dropdown in the editor toolbar — don’t type them manually.

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Variable Tokens

Use the same variables available in email templates to auto-populate inspection details into the agreement: $ClientNames $InspectionAddress $InspectionDate $InspectionFee $InspectionFeeTable $InspectorName $InspectorLicense $CompanyName $CompanyLogo $ContractDate The $InspectionFeeTable token inserts a formatted itemized breakdown of all services and fees — useful for agreements that reference the inspection fee.

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Scoping Templates to Services

Each template has a Scope Rule that determines which inspections it applies to: Example setup:

• Primary Service Agreement → All Orders
• Data Privacy Notice → All Orders
• Sewer Scope Addendum → Service: Sewer Scope
• Pool/Spa Addendum → Service: Pool/Spa Inspection

When the contract bundle is sent, only the applicable templates are included. A standard residential inspection with no add-ons gets 2 documents; one with a sewer scope gets 3.

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Multi-Document Bundles

All applicable agreements are merged into a single signing session. The client receives one link and signs all documents in one pass — not separate links for each agreement. Documents are separated by a page break and labeled with the agreement name. The signature fields appear in the order the templates are sorted (drag to reorder in the Contracts settings).

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Sending Contracts

Automatic (recommended): Configure a workflow step with trigger booking.confirmed → action Send Contract Bundle. The bundle is generated and sent automatically when every order is created. Manual: From the order detail page, click Send Contract. Use this for re-sending, late additions, or orders created before the workflow was configured.

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The Client Signing Portal

The client receives an email with a link to their signing portal. The portal:

• Works on any device — desktop, tablet, or phone
• Requires no login or account creation
• Shows all inspections from that client for your company (useful for repeat clients)
• Displays an iframe preview of the unsigned PDF before signing

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Signing the Agreement

1. Client clicks the link in the email
2. Reviews the agreement in the document preview
3. Clicks Review & Sign
4. Enters their full legal name
5. Chooses a signature method:
   • Draw — freehand signature on a canvas
   • Type — name rendered in a cursive script font
6. Clicks Sign Agreement
7. A signed PDF is generated and available immediately

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Portal URL Behavior

The portal URL is deterministic — the same client email + your company always generates the same portal link. This means:

• A client who has had multiple inspections with you sees all of them in one portal
• If a client’s email changes, the old portal link stops working for new inspections (re-send the contract to generate a new link)
• The link has no expiration date

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The Signed PDF

After signing, a PDF is generated containing:

• The full agreement text with all variables resolved
• The client’s signature image stamped in place of the [[sig]] tag
• The signed date in place of the [[date]] tag
• An audit line beneath each signature: “Digitally signed by [Name] on [Date] · IP: [IP Address]”

The signed PDF is stored in Google Cloud Storage and accessible from:

• The order detail page → View Signed Contract
• The client portal → Download Signed Agreement

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Audit Trail & Legal Validity

Every signing event captures: This audit trail meets the requirements of the E-SIGN Act (federal) and UETA (adopted in all 50 states) for electronic signature validity in the United States.

Note: 1nspecT’s e-signature system is designed for inspection service agreements. It is not certified for real estate contracts, loan documents, or other instruments that require specific state-mandated signature procedures. Consult your legal counsel if unsure whether a specific document type requires a different signing method.

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After Signing

When the client signs:

1. contractStatus updates to signed on the inspection record
2. contractData (audit envelope) is written to Firestore
3. The signed PDF is generated and stored in GCS
4. The contract.signed workflow trigger fires automatically
5. Your configured post-signing workflow steps execute (confirmation email, payment request, etc.)

The order detail page shows the contract status badge:

• Not Sent — contract bundle has not been sent
• Pending Signature — sent, awaiting client signature
• Signed — signed, PDF available