Managing Contracts

Viewing Contracts

Contracts are accessed through their parent client:

1. Go to Clients and select a client
2. Scroll to the Contracts section
3. All contracts for that client are listed with status and value

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Viewing Contract Details

Click on a contract to see its full information:

• Terms - Start date, end date, renewal settings
• Billing - Contract value, rate type, frequency
• Scope - Description and site coverage
• Signature - Who signed and when

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Editing a Contract

To update contract details:

1. Navigate to the contract's detail page
2. Click the Edit button
3. Update the necessary fields
4. Click Update Contract to save

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Contract Status Management

Contracts progress through different statuses:

Status	Meaning
Draft	Being prepared - not yet active
Pending	Awaiting approval or signature
Active	Currently in effect - services being delivered
Expiring	Approaching end date - renewal action needed
Expired	Past end date - no longer active
Cancelled	Terminated before end date

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Renewing Contracts

For contracts approaching their end date:

1. Review the contract terms with the client
2. Edit the contract and update the End Date
3. Adjust pricing if needed
4. Update the Signed By and Signed Date if re-signed
5. Ensure status is set to Active

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Updating Pricing

To adjust contract pricing:

1. Edit the contract
2. Update the Contract Value
3. Change the Rate Type if needed (Fixed, Hourly, Per Sqm)
4. Adjust Billing Frequency if changing payment schedule
5. Note the change in the description for record-keeping

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Cancelling a Contract

To cancel a contract before its end date:

1. Edit the contract
2. Change status to Cancelled
3. Add cancellation details to the notes
4. Save the contract