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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 y...

Users with either "Create and Manage Contracts, Vendors & Clients" permission (GC) or “Approve Contracts from GC'' permission (Client)...

Once a Client Contract has been created in a ‘Draft’ state, double-clicking on the client contract will open the contract to the "Contract Details"...

The setup and management of the Schedule of Values (SOV) for client contracts involve a few different scenarios depending on whether it's the first cont...

Contract creators (GCs or Clients) can attach contract related files for the contract under consideration. To manage contract-related files for Client Contr...

Managing billing schedules in the context of Client Contracts involves configuring how and when payments should be made. Here's how it works: There ...

Once a Client Contract has been filled in with all required information, the users will be provided with two options - “Lock & Post Contract” and “Route...

When the user (GC / client) wants the other party to acknowledge the contract with their signature, they can use the "Route For Approval" button. ...

When the contract creator (GC / Client) routes a client contract for approval, the other party will receive email notifications, instructing them to review ...

Mark-up FEE Mark-up fees are a critical component of client contracts, allowing General Contractors (GCs) to adjust project costs by adding fees to specifi...