Contract Setup

To begin a Contract Project, the first step is to establish a Schedule of Values for the contract. This schedule will include the items that will be listed on each Pay Application/Invoice and will be billed based on the completion percentage.

Create A Contract Item

From your Contract Project, navigate to the Contract tab and locate the Schedule of Values table. Here, you can input the initial items that will appear on your Pay Applications/Invoices.

Note: If the project has been created from an estimate, the line items from the estimate will automatically populate the Schedules of Values. You can make adjustments to these items if necessary, but any changes made to the list will not impact the original estimate.

1. Click the Add + button at the bottom of the Schedule of Values table
2. In the popup begin by typing the item name. Matching item names from your catalog will display and you can select one of them, or continue to put in a non-catalog item.
3. Enter to total amount for this item and click Save
4. Repeat until you have entered all of your Schedule of Value Items

Edit Items

You can click on any items to open the item popup and edit your items.

Use the handles on the far left side of an item row to drag and re-order your items.

Note: you can only edit the Schedule of Values prior to creating the first Pay Application/Invoice. Once created, the schedule will be locked.

Change Orders

Below the Schedule of Values, you will find a Change Order list table. This table will automatically display any customer change orders that occur during the project and will appear on your Pay Applications/Invoices.

Invoice Items

Once the Schedule of Values is complete, you can proceed with creating the first Pay Application/Invoice.