Clear and simple

A contract is much more that just your terms and conditions.

Would it not be better if it was more focused on improving the relationship with your customer?

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Contract Management

There could be any number of reasons you have 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 any administrative time.

Create routine site visits, recurring invoices, scheduled tasks & correspondence specific to each contract.

Not IncludedNot Included Sales Automation

Sales Automation

Not IncludedNot Included Business Automation

Business Automation

IncludedIncluded Service Automation

Service Automation


What is Contract Management?

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.

What is Contract Management?

Key Benefits

Below is a snapshot of some of the most popular key benefits from using the Contract Management Module.

Create and customise fields to suit your business

Create custom fields

Do you want to store specific information and details against contract records?

Create custom fields to match the data requirements you have. Choose different input formats such as numbers, single line text, multi-line text, checkboxes, dropdown menus and date fields.

Create contract types

Create contract types

Do you provide different types of customer contracts, like servicing & warranties?

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

Automatically send contract renewal emails

Automate renewal reminders

Wouldn’t it be great if either you or your customer could be prompted about their renewal?

Set rules for different types of contracts which control when reminders are sent, to who, and what information these reminders should contain. Send these directly to your sales team to get them renewing contracts promptly.

Automatically create routine jobs and tasks under your contract

Automate jobs & tasks

Do any of your contracts require you to undertake specific jobs or tasks?

You can create rules specific to different contract pre-builds or individual contracts which will automatically create routine jobs and/or tasks which you may have to complete as part of your agreement with your customer.


Related Modules

These are some of the most common modules where our customers benefit from what the Contract Management module offers.

Jobs/Sales Order Management

Jobs/Sales Order Management

Manage your customer jobs and/or orders, with the added advantage of sub-workflows to breakdown different types of jobs and orders. Automatically keep your customers in the loop at every step of the way.

Invoices

Invoices

Create invoices either automatically or at the click of a button. Supports part invoicing & proforma, all of which can be exported to your accounting system easily. Credit control is a breeze too.

Task Management

Task Management

Not only can you create and assign tasks, the tasks module is linked to all other modules with advanced options for auto creation and allocation based on defined rules ensuring processes are followed every time.

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