Settings
Contract rules
Extra stops on the bill of lading, the not-to-exceed warning, and the hourly rate confirmation the customer signs.
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- Checked against MoveBoard
- For owners & admins
Settings › Documents & bill of lading › Contract rules holds three rules for the crew's bill of lading (the contract).
Before you start
Anyone who can open Settings can change this page. Nothing is saved until you press Save.
The contract
What the crew's bill of lading does:
- Add additional stops on Bill of Lading — The foreman can add the extra stops of the move on the contract.
- Enable warning when calculated total exceeds NTE — Warns on the bill when its total goes over the order's not-to-exceed price. The percent is set on Not-to-exceed.
Hourly rate confirmation
- Hourly Rate Confirmation text for Bill Of Lading — the words the customer confirms about the hourly rate. Each move type keeps its own text — pick the move type.
These words appear where your bill of lading template has a Local Hourly Rate Confirmation block — see Bill of lading templates.
Related guides
- SettingsNot-to-exceedThe page that sets the contingency percent added to a quote's top to make its not-to-exceed price, for local and long-distance moves and each estimate type.
- Estimates & pricingNot-to-exceed pricesGive the customer a ceiling price — the quote plus a contingency percent — and warn the crew when the bill goes over it.
- SettingsBill of lading templatesDesign the bill of lading your crews have signed — block by block, for each service, move type and estimate type — and choose which bill long-distance jobs use.
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