Contracts & Documents
Contract Management
Contract value, terms, covered services and renewal dates, tracked in one place.
Main capabilities
Capture the terms once and let them drive what happens next: which services are due, how they are billed, and when the contract needs renewing.
- Contracts with customer, type, start and end dates, value, billing cycle and line items
- Review and approval before a contract becomes active
- Renewal alerts ahead of the end date, with renewals recorded on the contract
- Terminating a contract cancels its future work orders that haven't started
- Services and invoices always trace back to their contract
How it flows
The stages a record moves through in this module.
- Draft
- Review
- Approval
- Active
- Renewal due
- Renewed, expired or terminated
Approved for this module and planned for launch. Not available yet.
- Legal clauses
- Electronic signature
- Multi-party signing
- Signature evidence and contract finalization
Related modules
Customer Management
AvailableOne record per client with contacts, sites and history, shared by every other module.
Services & Scheduling
AvailableRecurring contract visits and on-demand jobs planned in the same schedule.
Billing & Invoicing
AvailableInvoices raised against completed, verified work under the right contract.
Access and governance
Like every module, it runs inside your own tenant, with role-based permissions and an audit layer for sensitive changes.