How to Enable CSLB Contract Pages for California

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Overview

If you work in California, you can add CSLB contract pages to your proposal. When this setting is turned on, a California Home Improvement Contract Summary and two Notice of Cancellation copies are added to the PDF.

Turn On CSLB Contract Pages

1. In the left-hand menu, click Jobs.
2. Click Job list and select the estimate. You can also click Pipeline and select it from there.
3. In the estimate's left sidebar, click Proposal presentation.
4. In the toolbar near the bottom of the presentation, click the settings (gear) icon. The Theme settings panel opens on the right.
5. Scroll down to near the bottom of the panel.
6. Turn on the last toggle, Include CSLB contract pages.
7. Close the Theme settings panel.

The California Home Improvement Contract Summary and two Notice of Cancellation copies are now added to the proposal PDF.

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Why This Matters

• If you need the CSLB pages in your contracts, this toggle includes them in the proposal PDF for you.

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Summary

To include CSLB contract pages, open the estimate, click Proposal presentation, then click the settings icon near the bottom to open Theme settings. Scroll to the bottom and turn on Include CSLB contract pages. A California Home Improvement Contract Summary and two Notice of Cancellation copies are added to the PDF.