Client Contracts

Client Contracts Overview
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...
Thu, 21 Dec, 2023 at 10:26 AM
How to Create a new Client Contract
Users with either "Create and Manage Contracts, Vendors & Clients" permission (GC) or “Approve Contracts from GC'' permission (Client)...
Mon, 11 Dec, 2023 at 12:17 PM
How to modify Contract Details of a Client Contract
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"...
Mon, 11 Dec, 2023 at 12:17 PM
How to set Schedule of Values for Client Contracts
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...
Mon, 11 Dec, 2023 at 12:17 PM
How to Add Contract Files to Client Contracts
Contract creators (GCs or Clients) can attach contract related files for the contract under consideration. To manage contract-related files for Client Contr...
Mon, 11 Dec, 2023 at 12:17 PM
How to setup Billing Schedule for Client Contracts
Managing billing schedules in the context of Client Contracts involves configuring how and when payments should be made. Here's how it works: There ...
Mon, 11 Dec, 2023 at 12:17 PM
How to Lock & Post a Client Contract
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...
Mon, 11 Dec, 2023 at 12:17 PM
How to Route a Client Contract for Approval
When the user (GC / client) wants the other party to acknowledge the contract with their signature, they can use the "Route For Approval" button. ...
Mon, 11 Dec, 2023 at 12:17 PM
How to authorize a Client Contract
When the contract creator (GC / Client) routes a client contract for approval, the other party will receive email notifications, instructing them to review ...
Mon, 11 Dec, 2023 at 12:17 PM
Client Contract with FEE enabled
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...
Mon, 11 Dec, 2023 at 12:17 PM