Set up California Compliance InvoicesLast updated on 03/22/2022

Update your business units (BUs) to ensure the necessary details are included.

To update a business unit:

1. Go to the navigation bar and click Settings.

2. In the side panel, click Operations > Business Units.

3. Click Edit for the BU you want to update. The Edit Business Unit screen opens.

4. Ensure all contact information is present and up-to-date, including business name, address, and other contact details. For more on business unit details, see Add and edit business units.

5. In the License Number field, enter your business license number.

6. Click Upload to a to attach a PDF of your Authorization Agreement. Make sure the document includes:

   • Note About Extra Work and Change Orders

   • Performance of Extra or Change Order Work

   • Mechanics Lien Warning

   • Terms and Conditions (optional)

7. Add a list of the documents included in the authorization agreement to the List of Documents to be Incorporated into the Contract field for each business unit.

8. Edit the customer authorization verbiage to the Authorization Paragraph field to include information about Commercial General Liability Insurance (CGL) and Worker’s Compensation. Be sure that you make selections and populate fields for Commercial General Liability Insurance (CGL) and Worker’s Compensation.

   Be sure to select {CommercialGeneralLiability} and {WorkersCompensation} to include them in the authorization paragraph.

9. Edit the 3-Day Right to Cancel Paragraph. This is separate from the rest of your authorization agreement.

10. To separate the Worker’s Compensation Insurance and Commercial General Liability Insurance paragraphs, you can add HTML tags to customize the paragraph. For example, enter <br /> to ad a line break.

    Note: For the Waiver of Right to Cancel form, set it up as a form in your account.

11. Review the California Contractor State License Board Notification to ensure the verbiage complies with your company terms. If you need to edit this notification, click Edit Html.

For technicians who are registered with the CSLB, add their license numbers to their profiles. For more on technician profiles, see Add or edit employee or technician profiles.

To add the CSLB license number for a technician:

1. Go to the navigation bar and click Settings.

2. In the side panel, click People > Technicians.

3. Click Edit for the technicians you add a license number.

4. In the License field enter the technician’s CSLB license number.

5. When you’re done, click Save.

When creating invoices, make sure that you enter the invoice summary in the Summary field under Invoice Details so that the Description of the Project, Description of the Significant Materials to Be Used, and Equipment to Be Installed headers show up on the customer invoice.

Note: When collecting a down payment from a customer, under Add a Payment, enter Downpayment in the Memo field. For more on payment integrations, see How to insert the ACH payment authorization agreement into the work acknowledgment template.

For more on the Contractors State License Board’s standards, see Contracting for Success: A Contractor’s Guide to Home Improvement Contracts.