Create or edit a contract

A contract sits under a customer and holds the site, duration and operational details used by related work.

Complete the contract details

1. In Sales Manager, open the customer and select New to create a contract, or open an existing contract card to edit it.
2. Select the editable name in the full-page heading, or Contract Name in the side panel. Enter a name identifying the site or project.
3. In Location, enter the site address and select a relevant suggestion. Enter the what3words location in its separate field where useful.
4. Check Chargeable. Leave it on for normally billable work, or switch it off for non-chargeable work.
5. On the full page, finish edits and check saving completes. In the side panel, select Save, or Continue when proceeding to booking.

Site and operational fields belong to the shared contract. Contacts, PO documents and workforce information have separate sections. The current contract page and side panel do not expose Start & Duration. Set a document period in an editable Hire Contract using the Hire Contract duration controls.

Select or clear a contract category

1. On the full contract page, find Categories and open Category. This selector is enabled when the company has the Resource Manager module; it is disabled while capabilities load or when that module is unavailable.
2. Search the available choices and select one category, or use the selector’s clear control to remove the existing choice. The full page saves the change automatically; check saving completes.
3. When editing in the contract side panel, find Further Details, then open Category. Search and select one choice, or use its clear control.
4. In the side panel, select Save, or Continue when proceeding to booking, to save the selected or cleared category.

A contract has one category. Available choices include active categories and the currently selected category, even if that existing choice is inactive.

Transfer a contract to another customer

1. Open the current customer and find the contract card.
2. Select its cog and choose Transfer to another customer.
3. Search the customer selector and select the destination customer.
4. Check the selected destination name, then choose Transfer Contract.
5. Open the destination customer and check the moved contract’s number and name.

Transfer moves the existing contract identity. Use duplication when you need a separate contract.

For example, transfer North Yard work entered under the wrong customer. This moves the existing contract to the chosen customer; it does not create a duplicate. Select the correct destination before confirming.

Add contacts and documents and workforce information. Use duplication for similar separate work.

FAQ

Which contract fields do I complete?

Complete the name, location and chargeability in the contract editor. Hire Contract duration is set separately in an editable document. See complete the contract details for the steps.

How do I select or clear a contract category?

Choose or clear the one Category on the full page or under Further Details in the side panel. This selector requires Resource Manager. See select or clear a contract category for the steps.

How do I transfer a contract to another customer?

Use the contract cog’s Transfer to another customer action and verify the destination before Transfer Contract. Transfer keeps the existing contract identity. See transfer a contract to another customer for the steps.