Contract Management

A contract is much more that just your terms and conditions

Contract Management

Contract Management

There could be any number of reasons for having contracts with your customers. You might provide ongoing reactive maintenance in return for a monthly fee, or maybe you offer extended warranties as part of your sales cycle.

Whatever the nature of your customer contracts, you are sure to find everything you need to minimise the time you spend on admin. With Contract Management, you will have the ability to create routine site visits, recurring invoices, scheduled tasks and correspondence specific to each contract.


Create your own input fields

Create your own input fields

With Contract Management, create custom fields to match the data requirements you have, and choose different input formats such as numbers, single line text, multi-line text, checkboxes, dropdown menus and date fields.

Easily create the contract types you need

Easily create the contract types you need

Easily create different types of contracts which can be used to assign to specific contracts and contract pre-builds. You can even use the contract types to filter out information to give you a clear view of your different contracts.

Automate renewal reminders

Automate renewal reminders

The Contract Management module allows you to set rules for different types of contracts which control when reminders are sent, who they’re sent to, and what information these reminders should contain. Send these directly to your sales team to get them renewing contracts promptly, without the fuss.

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Frequently Asked Questions

Below is a selection of frequently asked questions, you will find a number of these through the site relevant to the information on those pages. If you cannot find an answer to a question, do not hesitate to get in touch.

Contract management is normally used to describe the process of creating, sending and storing contractual agreements between you and your customer.

More advanced capabilities enable you to set different contract lengths, payment cycles & automate the process of creating jobs and tasks at pre-determined intervals.

Any good contract management software should allow you to manage different types of contracts simultaneously with no fuss.

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