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Down Payments offer flexibility in client contracts for General Contractors & Clients. Here's how down payments work: Setting Up a Down Payment: ...

Contingencies are an essential aspect of client contracts. It’s a part of a project's budget put aside to cover any unforeseen costs, risks, events, or ...

The Client Contract can be in one of the following Status shown below:    Draft - When a contract is just created, contract will be in draft...

The member with Approve & Manage Client Contracts role logs in and accesses the Finance → 'Client Contract' section, he sees all the contracts f...

Managing and modifying client contracts is a vital aspect of project management for GCs and Clients. This guide outlines the process for updating client con...

Change Events in Client  Contract Once a Client Contract is updated and 'Posted' by the General Contractor (GC), a corresponding 'Change Eve...

The Payment Ledger in Client Contracts is used to track payments for completed and verified work items associated with the Billing Schedule. It provides a c...

The Client Contracts → Transactions Tab provides a comprehensive view of budget line items associated with a client contract, showcasing verified tags and k...

The Client Contracts → Forecast Tab offers a detailed view of planned transactions and rollup tags under each Budget Line Item within a client contract. Fol...