Fix-It Nick — Create & Sign a Contract (Owner Cheatsheet)

Bookmark this page. Every job starts here: fill the form → review contract → sign → PDFs emailed to both parties.

1) Create the contract

  1. Visit /create-a-contract.
  2. Enter the buyer’s details and job info.
    Tip: If “Payment Terms” = Other, a text box appears—describe the custom term there.
  3. Click Submit. You’ll be taken straight to the populated contract.
If anything looks off, go back to the form, fix the fields, and submit again to generate a clean contract.

2) Sign the contract

  • Contractor Auto-Sign: If enabled, your signature is applied automatically.
  • Otherwise: Click “Sign as Contractor” on the contract page (takes seconds).
Your signature + the buyer’s signature produce a final PDF and an audit trail.

3) Have the buyer sign

  • In-person: Hand them the device to review & e-sign now.
  • Remote: Copy the contract URL in the browser’s address bar and send it by email/text.
They can sign from any phone, tablet, or computer—no app required.

4) After signing (what happens automatically)

  • Both the buyer and Fix-It Nick receive a PDF of the fully signed contract by email.
  • A secure copy with audit trail (timestamps, IP, signer events) is stored in WordPress.
  • The original submission is saved in Fluent Forms → Entries for quick reference.
If an email is missing, check spam or download the PDF from the admin and forward it.

Where to find things later (owner)

  • Signed contracts (PDF & audit trail): WordPress → E-Signature → Documents.
  • Form submissions: WordPress → Fluent Forms → Entries → select the contract form.
  • Resend to buyer: Open the contract record → copy the contract URL and share again.

Message to send the buyer (copy/paste)

Quick fixes

Contract shows blank fields
  • Return to /create-a-contract, fill all required fields, submit again.
  • If still blank, notify admin—form field names might not match the contract merge tags.
Didn’t get the PDF by email
  • Check spam. If missing, owner can download it from E-Signature → Documents and forward it.
Need a custom term
  • Select Other under Payment Terms or Options and describe it in the text box.
Workflow recap: Open the form → Submit → Review contract → Sign(s) → PDFs sent & saved.