Overview
Required Checkboxes let you add statements that customers must check off in order to sign their Estimate. This is useful for things like:
Acknowledging receipt of a state consumer guide (e.g., the Commissioner's Consumer Guide to Household Goods Moves)
Confirming the customer has read and understood specific terms
Any compliance or disclosure requirements where you need a discrete, documented confirmation separate from the signature itself
You can add these statements at the Estimate Format level (so they apply to every estimate using that Format) or on the fly for a specific job.
Adding Required Checkboxes to an Estimate Format
To add statements that will apply to every estimate using a given Format:
Go to Settings → Estimate Formats
Click the pencil icon to edit the Format you want to update
Scroll to the Required Checkboxes section
Click Add Statement and enter the text the customer needs to confirm
Use the formatting toolbar to bold, italicize, or add links (for example, linking out to your state's consumer guide)
Add additional statements as needed, then click Submit
Adding or Customizing Statements on a Specific Estimate
You can also add or customize Required Checkboxes on the fly for an individual job—useful when a particular move has a unique acknowledgment requirement.
Open the Estimate tab on the lead
Click the FORMAT button
Scroll to Required Checkboxes and click Add Statement (or edit existing ones)
Click Submit to apply the changes to this estimate
Changes made here only affect the current estimate—they won't update the underlying Estimate Format.
What the Customer Sees
When the customer goes to sign the estimate, they'll see a "Confirm the statements below" section above the signature field. They'll need to check each statement before they're able to sign.
For assistance with adding or editing Required Checkboxes, don't hesitate to use the red chat bubble to contact Chariot Support.