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Contract Sections

Contracts include both pricing and content sections that define scope, terms, and conditions.

Scope Sections​

Content from your estimate that describes the work:

  • Work descriptions from estimate line items
  • Area-specific scope details
  • Specifications and materials
  • Included vs excluded items

Terms Sections​

Legal and administrative content from your contract template:

  • Payment terms and conditions
  • Change order procedures
  • Warranty information
  • Cancellation policies
  • Dispute resolution
  • Insurance and liability

Custom Content Areas​

Additional sections you can add:

  • Project-specific notes
  • Special conditions or requirements
  • Timeline expectations
  • Customer responsibilities
  • Permit and inspection details

Template Integration​

Contract sections come from your selected contract template:

  1. Choose a template when creating the contract
  2. Template sections automatically populate
  3. Edit or customize content for this specific contract
  4. Standard terms remain consistent across all contracts using that template

This ensures legal consistency while allowing project-specific customization where needed.

Work Scope Display Options​

The Work Scope section in a contract has an additional display setting that controls how scope is organized when a project has multiple areas.

Group Scope by Area​

When Group scope by area is enabled, the Work Scope section groups all scope items under their area name (Kitchen, Master Bath, etc.) before listing the categories and components within each area. When disabled, all scope items appear together without area headers — the default behavior.

This is most useful for multi-area projects where clients need to clearly see which scope belongs to which room or zone.

To enable on a contract template:

  1. Go to Settings → Contract Templates
  2. Open the template and locate the Work Scope section
  3. Open the section settings
  4. Toggle Group scope by area on
  5. Save — all new contracts from this template will inherit the setting

To override on an individual contract:

  1. Open the contract
  2. Find the Work Scope section and open its settings
  3. Toggle Group scope by area on or off
  4. The per-contract setting overrides the template default for this contract only
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The grouped layout applies to both the client-facing web view and the generated PDF. Existing contracts are unaffected — the setting defaults to off for any contract created before this option was configured.