Terms & Clauses

Term Fields

The Terms step of the builder collects all the key deal points. Here’s what each group covers:

Compensation

• Rate — The base pay amount.
• Rate Type — Hourly, daily, weekly, flat, or deferred.
• Overtime Rate — Optional. When set, the overtime clause is automatically included.
• Kit Rental — Equipment rental fee paid to the crew member.
• Per Diem — Daily allowance for meals and incidentals.
• Mileage — Reimbursement rate per mile.

Schedule

• Start Date / End Date — The engagement period for this crew member.

Working Conditions

• Max Hours/Day and Max Hours/Week — Hard caps on working time.
• Min Turnaround — Minimum rest hours between wrap and next call.

Credit

• Credit Title — How the crew member will be credited (e.g. “Director of Photography”).
• Position — Single card, shared card, or end crawl.

Other

• Union — Union affiliation, if any.
• Loan-Out / DBA — If the crew member invoices through a company entity.

Built-In Clause Templates

CSF ships with 31 clause templates organized into 10 categories:

Each clause can be toggled on or off with a switch. When enabled, the clause body appears below so you can read and edit it inline.

Placeholder Substitution

Clause templates use {{placeholder}} tokens that auto-fill from your terms. For example:

• {{rate}} → the compensation rate you entered
• {{startDate}} / {{endDate}} → the engagement dates
• {{creditTitle}} → the on-screen credit

Placeholders are replaced when the memo is previewed, sent, and exported. If a placeholder’s term is empty, it renders as a blank for you to fill manually.

Default vs Conditional Clauses

Some clauses are enabled by default on every new memo (e.g. compensation, credit, termination). Others are conditional — they appear automatically only when a related term is set. For example, the overtime clause is auto-enabled when you enter an overtime rate. You can always toggle any clause manually.