Overview: Contracts

Contracts Module>Create Contract

Hover on the “Money” tab in the main dashboard page. Click on the “Contracts” button in the dropdown.

In the Contracts page, click on the “Create Contract” button on the top right corner of the page. Enter the relevant details in the form and save the details.

• Related Articles

• Uploading Your Existing Contracts

  Upload Contract from Create/Edit Contract Option After logging into the Workceo webpage, hover over the “Money” section in the left side column of the page. Click on the “Contracts” option as shown below to open the contract list of clients. This ...

• Overview-Job Estimates and Quotes

  Hover on the “Jobs” tab on the left corner of the page. Click on “Estimates” button. In the “Estimates” page, click on “Create Estimate” button on the right top corner of the page. In the “Create Estimate” page, enter the “Estimate Number”, “Valid ...

• Overview: Job Management for Dispatchers and Admins

  Add Job in Job Module Click on the “Add New Job” button available on the top left side of the dashboard as shown below.  This will take you to a job information form as shown below which accepts more details of the job including job category, job ...

• Getting Contract Signature

  View Contract > Sign In the “Contracts” page, all contracts are listed as shown below. Click on the “Action” menu of the required contract. In the “Action” dropbox, click on the “View” button. In the next page, the details of the contract are ...

• Adding Contract Start & End Date

  Create/Edit Contract After logging into the Workceo webpage, hover over the “Money” section in the left side column of the page. Click on the “Contracts” option as shown below to open the contract list of clients.. This will view the contracts list ...