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Contract Documents

Manage all your contract-related documents in one place.

Contract Types​

  • Service Agreements - Main project contracts
  • Change Orders - Scope modifications
  • Warranties - Product and labor warranties
  • Permits - Building permits and approvals
  • Insurance - Certificates of insurance

Uploading Contracts​

  1. Go to project Documents tab
  2. Click Upload or drag files
  3. Select Contract as document type
  4. Add details and save

Contract Templates​

Use templates to create consistent contracts:

  1. Go to Settings > Templates
  2. Upload your contract templates
  3. Generate new contracts from templates
  4. Customize for each project

Electronic Signatures​

If e-signatures are enabled:

  1. Prepare document for signing
  2. Define signature fields
  3. Send to customer
  4. Track signing status
  5. Store signed copy automatically

Contract Organization​

Keep contracts organized:

  • One folder per project
  • Clear naming conventions
  • Version numbers for revisions

Expiration Tracking​

Track important dates:

  • Contract expiration
  • Warranty end dates
  • Permit renewal dates