Client Contracts
Down Payments offer flexibility in client contracts for General Contractors & Clients. Here's how down payments work: Setting Up a Down Payment: ...
Mon, 30 Oct, 2023 at 8:15 AM
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 ...
Mon, 30 Oct, 2023 at 8:21 AM
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...
Mon, 30 Oct, 2023 at 10:23 PM
The member with Approve & Manage Client Contracts role logs in and accesses the Finance → 'Client Contract' section, he sees all the contracts f...
Mon, 30 Oct, 2023 at 10:25 PM
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...
Thu, 2 Nov, 2023 at 5:01 AM
Change Events in Client Contract Once a Client Contract is updated and 'Posted' by the General Contractor (GC), a corresponding 'Change Eve...
Thu, 2 Nov, 2023 at 6:06 PM
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...
Fri, 3 Nov, 2023 at 3:52 AM
The Client Contracts → Transactions Tab provides a comprehensive view of budget line items associated with a client contract, showcasing verified tags and k...
Fri, 10 Nov, 2023 at 6:16 PM
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...
Fri, 10 Nov, 2023 at 6:17 PM