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Home Watch ITHWIT for Method:CRM Help

Contracts Management

Manage the customer Contracts Process directly in Home Watch IT.

  • Contracts Management OverviewThe Home Watch IT Contracts Management system is part of the Home Watch Customers app, and you will find it located on the Home Watch Customers tile on you
  • Contracts: Standard HWIT Templates and Contract CreationContracts are generated from a Contract Template -- so it is important to create a proper working template as the first step. Creating a template for your
  • Contracts: Integrating SignNowYou can easily connect your existing SignNow account to HWIT Contracts Management. To do so, first log into your SignNow account, and click on the API menu
  • Contracts: Generating a new SignNow documentCreating a new SignNow document and emailing it to your client is easy. Start by clicking the Create New Contract link on the Contracts main screen. Select
  • Customer Info QuestionsThe Info Questions are designed so that you can get specific information from your clients at either: original intake time, or at any time in the future. T