A contract here is a template, not an agreement. It is the reusable price list a customer will be offered: what a sprinkler inspection costs, what the first riser includes and what an additional one adds, which fees apply, which clauses govern. Build it once and propose it to as many customers as need it. The three pages are the list, the wizard that builds one, and the importer that reads one from paper.
All Contracts
Open All ContractsWho it is for
Whoever owns pricing, and the account manager about to propose an agreement.
Without it
Rate sheets are Word documents with version numbers in the file name. Two salespeople quote the same work from different years' prices, and nobody knows which customers are on the old one.
What it shows
The list of rate sheets: search by name, number or customer, filter buttons with chips, and a grid with tier, renewal type, not-to-exceed amount and actions. Opening one shows a header with a Default Template indicator and a mapping-gate banner when Price Enforcement is on but line items have not been mapped to public names, then tabs: Details, Customers (the agreements built from this contract, with assigned to, state, start, end and proposed date), Line Items (the rate sheet itself, with a full editor per line and an optional Price Enforcement panel), Labor Rates, Adjustments, Fees, Clauses, and Subscription and Schedule when those layers are switched on.
What it is worth
- One price list, many customers. The Customers tab shows every agreement built from the sheet, so a change is made knowing who it touches.
- Conditions are on the line. "First riser, additional, first four included" is a field on the line item, not a footnote someone has to remember.
- Internal names stay internal. Price Enforcement maps a line to a catalog item and sets the public display name the customer sees, with included quantity and per-unit overage.
- The gate stops half-finished sheets. A contract with Price Enforcement on and unmapped lines says so in a banner before anyone proposes it.
Pays for itself the first price increase applied on one rate sheet with the Customers tab open, so every affected agreement is known before the letters go out.
New Contract
Open New ContractWho it is for
Whoever owns pricing.
Without it
Every new rate sheet starts from a copy of the last one, with the previous customer's terms still in it, and the decisions about billing and scheduling are made later, on the invoice, by whoever is typing it.
What it shows
A two-step wizard. Basics and Layers: name, code, renewal type and status; then the Capability Layers, a set of switches for what this contract can do (Price Enforcement, Subscription, Service Schedule, and Time Billing with billing increment, minimum minutes and time visibility); then Terms and Options: tier, NTE amount, escalation percent, renewal reminder days, payment terms, default materials gross margin and notes. Start Method: start empty or clone an existing contract.
What it is worth
- The contract decides what it can do. Subscription billing, a service schedule and time billing are switches set on the sheet, and each one reveals its own tab. The invoice and the job generator follow the switch.
- Terms set once. Escalation, payment terms, NTE and the renewal reminder are on the template, so every agreement built from it inherits them.
- Clone the right way. Start from an existing sheet with the layers and terms intact, then change the prices.
Pays for itself the first subscription agreement that bills on its own cadence because the Subscription layer was switched on at the start rather than remembered at the end.
Import Contract
Open Import ContractWho it is for
Anyone bringing an existing customer's signed rate sheet into the system.
Without it
A forty-line rate sheet is re-keyed by hand, and the person doing it is the one most likely to miss the condition note that changes the price.
What it shows
Drop a contract PDF and the extractor reads it. The Review page shows what it found before anything is written: flagged concerns under "Check these before saving", then editable sections for the contract header (name, code, renewal type, tier), line items, labor rates (rate, value, notes, source), fees (type, name, amount) and clauses. Confirming creates the contract as a Draft.
What it is worth
- Minutes, not an afternoon. The line items, rates, fees and clauses land in an editable grid from the PDF.
- Nothing is written blind. The review step shows the concerns first and every extracted value is editable before it is saved.
- A draft, on purpose. The import creates a Draft rate sheet, never an accepted agreement. A signed PDF is evidence, but the agreement is proposed and accepted through the normal path.
Pays for itself the first inherited customer whose rate sheet is in the system the same afternoon it arrived.
Where to go next
- A finished rate sheet is proposed from its own record: Propose Contract picks the customer or national account, the covered buildings, the term, and either generates the document or sends it for signature. The result is a Customer Contract.
- The Dashboard counts Active and Draft rate sheets and shows how many customers use each.
- Line items with Price Enforcement map to items in the Admin catalogs: Parts and Materials, Service Catalogs and the rate tables.
Good to know
- Capability layers are switches. Price Enforcement, Subscription, Service Schedule and Time Billing are opt-in per contract, and each reveals its own tab.
- Import accepts PDF only and always creates a Draft. Auto-accepting a counterparty agreement on the strength of an extraction is deliberately not done.
- Editing a rate sheet does not change live agreements. Each customer contract holds a frozen snapshot taken at acceptance.
- Renewal type is on the rate sheet. Auto or Manual is set here and inherited by every agreement built from it; the Forecast pages read it to decide whether a renewal is committed or at risk.