Every term explained

Only the rate is required. A blank field means the memo says nothing on that point, which is not the same as agreeing to zero.

The terms step of the deal memo builder

The terms step runs top to bottom in sections, each named down the left edge.

Compensation

Field What it means
Role The job, like Director of Photography.
Rate ($) The base pay, in the unit below.
Rate Type Daily, Weekly, Flat for the whole job, or Hourly.
Overtime Rate ($/hr) Pay per hour past the normal day.
Per Diem ($/day) A daily allowance for meals and costs, on top of the rate.
Mileage Rate ($/mile) Pay per mile for driving their own car for the show.
Start Date, End Date The whole engagement, prep days included.

Kit Rental

Field What it means
Kit Rental ($/day) What you pay to use their gear.
Replacement Value ($) What you owe if it’s lost or broken. Agree it before anything goes wrong.
Kit Description What the rental covers. “2x 2K HMI, stands, cable” beats “lighting kit”.

Credit

Put their name as it should read on screen in Credit As, and the job title in Position Title. Credit Position picks Main Titles, End Credits, Single Card or Shared Card.

Union

Union / Guild: which agreement covers the job, like SAG-AFTRA or IATSE. Leave it blank for non-union work.

Confidentiality

Switches, each with a one-line summary: Non-Disclosure (NDA), Non-Compete, Social Media Restriction, No Set Photography, Press / Media, Materials Return, Work for Hire and Name & Likeness.

Conditions

  1. Switches for Meals Provided, Transportation, Medical / First Aid and Trailer / Dressing Room.
  2. Max Hours / Day, Max Hours / Week and Min Turnaround (hrs), the rest between wrap and the next call.
  3. Notes, for anything agreed with this one person.

Contact

Name, DBA for a person paid through their own company, Email, Phone and Address. These fill in from the roster. Changes to email, phone or address save back to the roster when you save the draft.

Clauses

When you save the draft, the app adds its standard clauses with this memo’s details filled in. The switches above decide which of the matching clauses start ticked. On the Clauses step you can untick any clause or rewrite its text for this memo.

Deals needs a Pro plan. On the Team tab, only people with View or Edit on Deal memos see the Deals tab. Everyone else never sees it.

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