The Client Contract feature gives the ability for both the GC and the Client to manage, create, sign, and review contracts.


The video below will guide you on how to use the Client Contracts feature:


Specifications:


How to create a New Client Contract?


How to update Contract Details of a Client Contract?    


How to set the Schedule of Values for Client Contracts?  


How to add contract files to Client Contracts?    


How to set up a Billing Schedule for Client Contracts? 


Payment Ledger for Client Contracts


How to Lock & Post a Client Contract?   


How to Route a Client Contract for Approval?


How to Authorize a client contract    


Client Contract with FEE enabled    


Client Contract with Down Payment enabled    


Client Contract with Contingency enabled    


What are the different statuses of a Client Contract for Client Pay Manager?   


What are the different statuses of a Client Contract?    





Last Updated: Dec-21-23