How to Send a Plumbing Fleet DOT Service Agreement in GHL

This guide explains the step-by-step process for sending a Plumbing Fleet DOT Service Agreement to a client using GHL.

Step 1 — Go to the Payments Section

Login to your GHL dashboard.

From the left sidebar menu:

  • Open Payments

  • Navigate to the payment dashboard

Step 2 — Open Documents & Contracts

  • Click on Documents & Contracts

  • This section contains all agreement templates and contracts

  • Select Templates to access all agreement and contract templates.

Step 3 — Select the Plumbing Fleet DOT Service Agreement Template

  • Locate the Plumbing Fleet DOT Service Agreement template from the document list.

  • Click on the template to open the agreement details

Step 4 — Select the Client

  • Go to the Recipients section on the left panel.

  • Click on the Contacts search box.

  • Search for the client name or email address.

  • Select the correct client from the contact list.

Step 5 — Send the Agreement to the Client

  • Review the agreement details and recipient information.

  • Make sure the correct client is added as the Primary Client.

  • Click the Send button located in the top-right corner.

Step 6 — Send the Agreement

  • Select Email & SMS as the sending option.

  • Verify the client email and template details.

  • Click the final Send button to deliver the agreement.