What this guide covers
- How to create a contract in the web app.
- How to link recurring jobs to the contract.
- How to keep dates and terms easy to review later.
How it works
Contracts keep the commercial agreement clear before the work is delivered. Use them to store the terms, dates, and linked recurring work in one place.
A good contract record should be easy to review later without needing to search through separate notes, emails, or job history.
Common workflows
Set up a new service agreement
Create the contract, add the key dates and terms, then link the recurring work that belongs under it.
Review a contract before updating work
Open the contract first so you can check what was agreed before changing linked recurring jobs.
Steps
Create the contract
Web app -> Contracts -> New contract- 1Open `Contracts` and create a new contract.
- 2Choose the client and add the main dates, prices, and terms.
- 3Save the contract once the agreement is clear and complete.
Link recurring jobs
Contract detail -> Linked recurring jobs- 1Open the contract you want to work on.
- 2Link the recurring jobs that belong under this agreement.
- 3Check that the linked work matches what the customer has agreed to.
Review and update the terms
Contract detail -> Terms and dates- 1Check the renewal date, end date, and any price detail before making changes.
- 2Update the contract when the agreement changes rather than keeping the detail in separate notes.
- 3Save the changes and recheck any linked recurring work if the scope has changed.
Tips
- Keep the contract wording short and clear so it is easy to review later.
- Link recurring work to the contract so the agreement and the planned work stay connected.
- If the agreed scope changes, update the contract as well as the recurring work.