Client Contracts

Visit the Settings section and you’ll see we’ve added a link to the blue Client Access module, called “Track agreements.” Click on the link to create contracts and amendments.

Once you publish a contract for use, you can attach it to a job, mark it as signed, and print it from the job editor’s Financials module.

When the full Client Access system is released in the coming days, your clients will be able to electronically sign their contract online!