Contracts
A contract lives inside a project and records the commercial terms of a specific piece of work — an installation contract, a maintenance agreement, a service SLA, or a warranty deal. One project can have multiple contracts.
Contract fields
Section titled “Contract fields”| Field | Description |
|---|---|
| Code | A contract code unique within the project, e.g. MAINT-2025 |
| Name | A descriptive name |
| Type | Free text — e.g. “installation”, “maintenance”, “warranty”, “service SLA” |
| Status | Draft, Active, Expired, Terminated, or Completed |
| Supplier | The company supplying or performing the service |
| Customer | Auto-filled from the project’s customer |
| Signed date | When the contract was signed |
| Valid from / Valid to | The contract’s active period |
| Currency | Currency for all monetary values |
| Net value / Gross value | The total contract value |
| Description | Additional notes |
Contract statuses
Section titled “Contract statuses”| Status | Meaning |
|---|---|
| Draft | Being prepared, not yet active |
| Active | In force |
| Expired | Validity period ended without renewal |
| Terminated | Ended early |
| Completed | All obligations fulfilled |
Contract costs
Section titled “Contract costs”Each contract can have one or more cost records that break down the contract value into components.
| Field | Description |
|---|---|
| Name | What this cost covers |
| Type | Free text — e.g. “fixed”, “recurring”, “penalty”, “additional work” |
| Planned amount | The budgeted amount |
| Actual amount | What was actually spent |
| Currency | Currency for these amounts |
| Period from / Period to | The date range this cost covers |
| Notes | Any additional context |
Cost records let you track budget vs. actuals at a granular level within a contract.
Relationship to jobs
Section titled “Relationship to jobs”A contract can be linked to a job (one-to-one). This lets you see, for any contract, which jobs were carried out under it.
Creating a contract
Section titled “Creating a contract”Open a project and go to the Contracts tab. Click Add contract. The customer is inherited from the project.
Editing a contract
Section titled “Editing a contract”Open the contract from the project’s Contracts tab. The valid_to date cannot be set before valid_from, and the contract code must remain unique within the project.