Contracts

Contracts

The Contracts section provides comprehensive contract management, from prospect identification to contract execution.

The top of the window features various tools (filters and labels) to select and navigate through the list of contracts displayed in the lower part of the page.

Search for a Specific Contract:

Use the search engine (magnifying glass icon) to target contracts by specifying the work address, street name, contract number, client's phone number, or other contract characteristics.
Combine the search engine with the selection tool below to filter contracts based on various criteria, such as status (active, renewal, etc.).
Multiple criteria can be combined for refined searches. The choices within the same criterion are treated as OR, while choices in different criteria are treated as AND.
Clicking "Clear Filters" removes all selections, displaying all contracts for the current administrative year.

Use the navigation tool to move within the displayed contract list.
The number of contracts per screen is determined by the selection in the dropdown list on the far right of the tool.
The numbers between the arrows indicate the currently displayed page, and those under the arrows show the total number of contracts and their total monetary value.

Contract Details:

The list displays a summary of contract characteristics, including status, contract number, season, and the involved company's logo.
Contract details include contract type, work address, contract reference number, client name, and associated labels.
The contract number is unique, and each contract gets a different number even if related to the same property in different years.

Contract Actions:

Icons on the right of the contract rectangle offer various actions:
First icon: View the contract in PDF format.
Second icon: Clone the contract with identical details, except for the validity year.
Third icon: Access the price history for different service types.

Service Information:

Add information on services included in each displayed contract.
Toggle the "Price" selector to green in the header to view and modify services.
Click the green disk icon to save changes or the red trash can icon to delete services.

Contract Operations:

Access contract details by clicking on the contract address.
Change the contract status by selecting the status badge, then using the "Modify Status" window.

Create a Quote:

  1. Click the "Quote" button at the top of the window to create a new quote.
  2. Refer to the "Create a Quote for a Client" section in the Clients article for step-by-step guidance.


    • Related Articles

    • Generating a PDF of contracts in batch

      This report can be used to generate a single file containing dozens, hundreds or even thousands of contracts. For those who send their customers a paper version of the contract, this file can be used as the basis for printing. Select Reports > ...

    • Assign a service to multiple contracts

      Many of you may will need to bill a new service at some point during your season. For exemple, if the snowfall exceeds the limit stipulated in a contract, you can now add an extra service fee. To streamline this process, follow these steps : Step 1 : ...

    • Clone contracts to the following year (formerly Flip)

      This tool enables you to transfer contracts from one season to the same season the following year. For example, you would be able to copy the contracts from the winter 2022 season to the winter 2023 season. Note that the copied contract will not be ...

    • Upload Terms and Conditions

      Here’s how to upload your terms and conditions to add to all your contracts.

    • Add your Payment Terms

      Follow these steps to add your payment terms to your contracts. You can add as many as you would like.