Terms & Conditions
Navigation:
Side Panel → Settings → Terms & Conditions
The Terms & Conditions section allows you to create, manage, and customize legal and authorization text that appears across different customer-facing documents and workflows in Torque360. These terms help set expectations, protect your business, and ensure customers acknowledge important policies.
View Terms & Conditions
When you open the Terms & Conditions screen, you’ll see four expandable sections:
Estimate / Work Order
Invoice
Authorization
Quick Check Out
Each section can contain one or more terms, with one marked as Default.
Click the dropdown arrow next to a section to expand it and view existing terms.
Set Up Estimate / Work Order Terms
Estimate / Work Order terms appear on estimates and work orders and are typically used to authorize repair work and outline service conditions.
Click Add New to create a new term.
Enter Title and terms. Click on the star next to the title to mark it as default. Click on the tick icon to save.
These terms are shown to customers during estimate approval or work order creation.
Set Up Invoice Terms
Invoice terms appear on customer invoices and are commonly used to define payment terms, warranty limitations, and responsibility disclaimers.
Click Add New to create a new term.
Enter Title and terms. Click on the star next to the title to mark it as default. Click on the tick icon to save.
Only one default invoice term can be active at a time.
Set Up Authorization Terms
Authorization terms define customer consent for repairs, inspections, testing, and related services.
Click Add New to create a new term.
Enter Title and terms. Click on the star next to the title to mark it as default. Click on the tick icon to save.
Authorization terms are typically displayed during customer approval workflows.
Set Up Quick Check Out Terms
Quick Check Out terms apply during fast or express checkout flows and are used to communicate return policies, warranty conditions, and payment responsibilities.
Click Add New to create a new term.
Enter Title and terms. Click on the star next to the title to mark it as default. Click on the tick icon to save.
These terms help ensure customers acknowledge important conditions even in expedited workflows.
FAQs
Can I create multiple terms for the same section?
Yes. You can create multiple terms within each section (Estimate/Work Order, Invoice, Authorization, or Quick Check Out) and switch between them as needed.
What does setting a term as Default do?
The default term is automatically applied to new documents or workflows in that section. Only one default term can be active per section.
Do changes affect documents that were already created?
No. Updates apply only to newly created estimates, invoices, authorizations, or checkouts. Existing records remain unchanged.
Yes. You can create multiple terms within each section (Estimate/Work Order, Invoice, Authorization, or Quick Check Out) and switch between them as needed.
The default term is automatically applied to new documents or workflows in that section. Only one default term can be active per section.
No. Updates apply only to newly created estimates, invoices, authorizations, or checkouts. Existing records remain unchanged.
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