⚠️ Not Legal or Regulatory Compliance Advice
Regulations governing telemarketing, data protection (GDPR), and business communications are complex and carry significant penalties for non-compliance. This guide is for general information only and does not constitute legal advice.
Before implementing any cold calling or marketing campaigns: Consult a solicitor or data protection specialist. Verify current TPS, ICO, and GDPR requirements for your specific use case. Fines for violations can reach £5,000+ per incident (TPS) or up to £17.5 million (GDPR).
Three waiver scenarios to cover
80% of waivers fall into three buckets:
- Customer-supplied parts: make clear there is no warranty on materials, only labour.
- Unsafe environment: document refused repairs (e.g., leak detection) and note that future damage is on the owner.
- Work-in-progress interruptions: when customers demand extra work mid-job, log the scope change and whether you accept/decline.
Capture signatures the modern way
Upload waiver templates to Toolfy Documents and insert merge tags for job/customer details. Collect signatures from the Toolfy mobile app (use Print/Sign) or send via customer portal link.
Attach waivers to jobs automatically
Add conditional logic: if a customer requests to supply parts, Toolfy adds a “Parts Waiver” task to the job. That task can’t complete until a signature + photos exist. This keeps evidence attached to the job for future disputes.
Protect your crew, not just your invoices
With Toolfy automations and waivers, you can keep working without absorbing every risk customers throw at you.
Related Articles
Customer Wants to Supply Their Own Parts: How to Handle It
Scripts + waivers for risky customer requests.
Customer Filming You Work: How to Respond
Set boundaries when customers hover on-site.
How to Fire a Bad Customer Without Getting a 1-Star Review
Escalation scripts backed by Toolfy evidence.