Terms & Clauses

The Terms Step

The Terms step of the builder is one long form, split into labelled sections down the left edge. Here’s what each section collects:

Compensation

• Role — The position, e.g. “Director of Photography”. Pre-filled from the team member.
• Rate and Rate Type — The base pay amount and its basis: Daily, Weekly, Flat, or Hourly.
• Overtime Rate — Optional $/hr. When set, the Overtime clause is added automatically.
• Per Diem and Mileage Rate — Daily allowance and per-mile reimbursement.
• Start Date and End Date — The engagement period for this crew member.

Kit Rental

• Kit Rental ($/day) — Equipment rental fee paid to the crew member. When set, the Kit Rental clause is added automatically.
• Replacement Value and Kit Description — The insured value and a description of the gear included.

Credit

• Credit As — The name as it should appear on screen (pre-filled with the member’s name).
• Position Title — The credited title, e.g. “Director of Photography”.
• Credit Position — Where the credit appears: Main Titles, End Credits, Single Card, or Shared Card.

Union & Conditions

• Union / Guild — e.g. SAG-AFTRA or IATSE, or leave blank for non-union. When filled, the Union Compliance clause is added.
• Max Hours / Day, Max Hours / Week, and Min Turnaround (hrs) — Working-time caps and minimum rest between wrap and next call. These default to 12, 60, and 10.
• Notes — Any additional free-text terms.

Contact

• Name, Email, Phone, Address — Pre-filled from the team member. Anything you add or change here is saved back to their profile when you save the draft.
• DBA — The “doing business as” entity, if the crew member invoices through a loan-out company.

The Confidentiality & Conditions Toggles

The Terms step also has two grids of quick toggles that decide which of the common protective clauses go into the memo. Tap a card to switch it on (highlighted) or off.

Confidentiality

Non-Disclosure (NDA), Non-Compete, Social Media Restriction, No Set Photography, Press / Media, Materials Return, Work for Hire, and Name & Likeness. NDA, social-media, no-photography, press, materials-return, work-for-hire, and name-and-likeness are on by default; Non-Compete is off.

Conditions

Meals Provided, Transportation, Medical / First Aid, and Trailer / Dressing Room. Meals and medical are on by default; transportation and trailer are off.

Built-In Clause Templates

CSF ships with more than 30 clause templates, organized into eleven categories:

On the Clauses step (step 3 of the builder) every generated clause is grouped under its category heading with a checkbox. Untick a clause to exclude it, and click its body text to edit the wording inline — your edits save as you type.

Placeholder Substitution

Clause templates use {{placeholder}} tokens that fill in from your terms. Supported tokens include:

• {{rate}} and {{rateType}} → the compensation you entered
• {{startDate}} / {{endDate}} → the engagement dates
• {{credit}}, {{creditPosition}}, {{projectTitle}}, {{overtimeRate}}, {{kitRental}}, and {{union}}

Tokens are filled in when the draft is created, and refreshed automatically whenever you go back and re-save the terms. If a value is missing, dates fall back to “TBD” and optional amounts to “N/A” — and since the clause bodies are plain text, you can always edit them by hand on the Clauses step.

Default vs Conditional Clauses

Some clauses are included on every new memo by default — base compensation, screen credit, production period, work for hire, name & likeness, non-disclosure, insurance, termination, and the general boilerplate. Others are conditional: they’re added automatically only when a related term is set. For example, entering an overtime rate adds the Overtime clause, a kit rental fee adds the Kit Rental clause, and a union adds Union Compliance. You can always override any of this by ticking or unticking a clause on the Clauses step.