The Contracts module allows users to organize and track all aspects of a contract. Users can track stages, upload and store documents and images, generate reports, create change orders, track labor and materials, manage contract line items, view contract costing, invoice or create pay requests, create punch lists, and much more.
Contracts Module List View
The Contracts module lists all active contract records, which can be filtered using the button bar at the top of the screen or the search options below. Additionally, records may be imported or exported, or reports may be generated from this screen.
Search & Filter Options
General
Quick Search
Search for a specific client account name, stage, ID number, primary point of contact, contract nickname, external ID, assigned user, or county/state.
Button Bar Filters
Filter records by their current stage (customizable in Company Preferences).
Additional Filters
All
Filters and displays all active contract records.
My Contracts
Filters all contracts assigned to the username logged in.
Favorites
Filters all contracts that are marked as Favorite by the username logged in.
Advanced Filter
Use this for performing advanced searches on Contract specific fields that the Quick Search does not handle.
Generate Reports
Select the PDF icon to generate available PDF reports for the contracts module.
Import / Export Records
Import
To import records using the provided template, select the "⚙️" icon to download the CSV Template. Fill in the template and upload the completed document using the Import Records option.
Export
Select the export icon to download a CSV file for all active contract records.
Record Options
Select the ≡ icon to view record options:
Add Favorite
Assign the selected record as a Favorite.
Record Access
Modify the users that have access to this Contract record.
Email Capture
Generate a unique email capture code.
Omit
Hide the selected Contract record from the current found set of data.
Additional Features (List View)
"+" icon
Create a new Contract record when selected.
↻ icon
Refresh the current set of data to display any new records.
"⚙️" icon
CSV Template
Generate a blank csv template for the Contract module. Used to import Contract records into TRUE.
Export Tax Reports
A feature to generate and export reports specifically related to tax information for contracts. This is crucial for financial compliance and reporting in construction projects.
Export Email Capture Codes
Export a list of all the unique email capture code for each Contract record
Export Contract Items
Export a list of Contract SOV items for all Contracts. Organized by Contract.
Export Job Costing
Export all Job Costing data for active Contracts.
Export for Payroll
A function to export contract-related data formatted for payroll processing. This feature helps streamline the payroll process by connecting contract information directly to payroll systems.
View Pay Requests
An option to view all payment requests associated with a contract. This allows users to track and manage the financial aspects of a project, including contractor and subcontractor payments.
Advanced Filter
Contract ID
The system-generated unique identifier for the Contract record
Stage
The current phase or status of the contract in its lifecycle
Contract Value
The total monetary value of the contract
Start Date
The date when the contract becomes effective or work begins
Bid ID
A reference number for the bid associated with this contract
Country
The country where the contract work is taking place
Change Order Requests
Number or status of modification requests to the original contract
Completion Date
The expected or actual date of contract fulfillment
Opportunity ID
An identifier for the sales opportunity that led to this contract
State/Province
The specific state or province where the contract is executed
Pay App Due Day
The day of the month when payment applications are due
External ID
An external reference number, possibly from the client's system
Contract Name
The official title or name of the contract
Jobsite Address
The physical location where the contracted work is performed
Warranty Expiration
The date when the warranty for the contracted work expires
Contract Date
The date when the contract was signed or became official
Client
The name of the client or company for whom the work is being done
Attribute Name
A customizable field for additional contract attributes
Insurance Expiration
The date when the insurance coverage for the project expires
Milestone Date
A significant date in the contract timeline
Primary Contact
The main point of contact for the contract
Attribute Field
A customizable field for additional contract information
Client's Contract ID
The client's internal identifier for this contract
Role
The role or position associated with the contract (e.g., Project Manager, Supervisor)
Description
A brief explanation or summary of the contract
Type
The classification or category of the contract
Category
A grouping or classification of the contract type
Pay Request Accounting
The accounting method used for payment requests
Assigned
The person or team assigned to manage this contract
Activity Log
A record of actions or updates related to the contract
Nickname
An informal name or shorthand for the contract
Pay Request Date
The date when a payment request was submitted
Proposal ID
An identifier for the proposal that led to this contract
CO Request Proposal ID
An identifier for change order request proposals
Estimates ID
A reference to associated cost estimates
Pay Request Due Date
The deadline for submitting payment requests
Division
The business division responsible for the contract
Facility
The specific facility or location associated with the contract
PO Tax Type
The type of tax applied to purchase orders for this contract
Tax Type
The tax classification or rate applicable to the contract
Subcontractor
The name or ID of subcontractors involved in the contract
Balance
The current financial balance of the contract
Payroll ID
An identifier for payroll records associated with the contract
Estimator
The person responsible for creating cost estimates for the contract
Wage Determination
The wage rates and fringe benefits required for the contract
Pay Request Invoiced
The amount invoiced on payment requests
Retainage Balance
The amount of money held back from payments as retainage
Project Manager
The person overseeing the execution of the contract
Pay Request Stage
The current status of payment requests for the contract
Project
The broader project to which this contract belongs
Archived
Indicates if the contract is no longer active but retained for record-keeping
Active
Shows if the contract is currently in effect
Billed
Indicates if the contract has been billed
Time Clock
Shows if time tracking is enabled for this contract
Selected Contract
Contract Setup
When new contract records are created, the user will immediately be brought to the Contract Setup section. To navigate back to this screen at any time, select the Options button in the contract record and choose Setup.
Details
Contract Name
Enter the official name of the contract. The official name will display in the Contract column on the contracts list in the Contracts module.
Nickname
Enter a shorthand, or a nickname, commonly used internally for the contract if desired. If a nickname is present, this will be displayed in the contract record versus the official name.
Contract ID
The contract ID will be assigned automatically based on the module ID preferences set in Company Preferences.
Payroll ID
A unique identifier assigned to a contract for payroll tracking purposes, helping to associate labor costs with specific projects.
External ID
This field is an optional field to track an external ID within TRUE. The external ID can additionally be the primary ID that is displayed in TRUE by clicking the Display checkbox for the External ID. If the Display checkbox is checked, then the External ID will display all places the Contract ID displays.
Client
The client account will be displayed and set here. If the contract record was upgraded from a bid or an opportunity this will be set automatically. Click the pencil icon to edit the Client field.
Primary Contact
The primary point of contact will be displayed and set here. If the contract record was upgraded from a bid or an opportunity this will be set automatically. Click the pencil icon to edit the Primary Contact field.
Description
Enter in any key description details into this field for the contract.
Est Start & Completion Date
Select in these fields to choose an estimated date start and completion date. These dates can be updated as needed and are filterable in the Contracts module Advanced Filter.
Category
This is a customizable drop-down list that can be used to categorize the contracts in any manner desired. Users can customize the drop-down options in the Categories module under Contracts - Category option.
Bond Required
Indicate whether a surety bond is required for the contract, common in construction projects to guarantee performance.
Contract Date
Select the official date of the contract by clicking in the field and choosing the date from the pop-up.
Client's Contract ID
Track the client's contract ID by entering it into this field.
County & State/Province
Select the county, stage, or province for the contract record. Users can customize the drop-down options in the Categories module under the options for General - County/Local & Address - State.
Class
The "Class" criteria are essential for data organization and analysis in financial reporting. They enable businesses to segment their data into meaningful categories, allowing for more nuanced insights.
Brand
Enter the appropriate Company branding, if applicable.
Division
Select the desired division within your company to assign to the contract.
Facility
Select the desired facility within your company to assign to the contract. This will be useful if using the travel pay feature in Time Review.
Time Clock
Select this option to allow the contract to be viewed in Time Clock or in the TRUE Time application for employees to clock in. Leaving this unchecked will not allow employees to see the contract to clock in. This is helpful to keep contracts seen in TRUE Time and in Time Clock to only those that are active jobs for employees.
Archived
Select this option to archive the contract and remove it from the active contracts list. Users can search for archived records in the Contracts module by selecting the blue Archived text.
PO Tax Type
The type of tax applied to purchase orders associated with the contract
Project
Display any linked Project records. Use pencil icon to edit.
Addresses
Select the + icon to add the job site and any other applicable addresses for the contract. By default the first address added will be set as the primary and the checkmark will display green. Mark another address as primary and as the jobsite by clicking on the check mark.
Attributes
Select any created attributes to add to the contract to track additional information. These can be set in the Attributes module under the Contracts option. Attributes can additionally be auto-added each time a new contract is created, as a Company Preference in the Contracts section
Type
Fixed Price
Select this option if the contract has set terms with either an itemized scope of work or a lump sum. The client will be billed in either installments, percentage complete, down payments, or upon completion.
Fixed with Retention
Fixed price billing with retention included.
AIA Style
Select this option if there is a schedule of values to bill against and applications for payment will be submitted, as well as set retainage for work and retainage for stored materials.
Upon Delivery
Setup a schedule of values to bill against and submit applications for payment, but will only recognize revenue upon delivery via creation of invoices.
Phases
Create and enter the phases to be tracked for the contract. This is optional and not required. Users may assign contract materials to a specific phase if desired.
Labor
Assign the approved labor activities to track for the contract. Activities are what the employees will choose when clocking out of the contract. Contract line items and cost codes can be linked to each activity for detailed job costing.
Wages
If the contract is subject to Davis-Bacon Act (DBA), a Project Labor Agreement (PLA), or other prevailing wages, select the appropriate wage determinations for the contract on this tab.
Attributes
Select the “+” icon to add new Attributes (configurable in the “Attributes” module. Attributes are custom fields that are search and filter friendly.
Overview Mode
The overview tab is the main data hub for a contract. View pertinent notifications, weather, the activity log, as well as view and update milestones. Managers may also view an overview of the contract financial charts and figures.
ID & Name
At the top of the Overview tab the contract number and name will be displayed. The ID and name will be displayed on all tabs of the contract for reference.
Stage
The contract stage may be viewed or edited in the upper right hand corner of the Overview tab. Select the stage name or the red Stage Missing text to view the available drop down list and select the desired option.
Information
The overall contract client account, assigned users, and jobsite address will be listed in the Information section.
Weather
The weather data at the top center of the screen is based on the jobsite address of the contract. If no jobsite address has been set, this will be blank. The weather data will automatically update once per day or when it is manually refreshed.
Scheduling
Display the associated Schedule records for this Contract.
Milestones
Milestones that are setup in the Planning workflow under the Milestones module will display automatically in the contract record on the right hand side of the screen. Click on a milestone name to display and edit the information.
Notifications
Various notifications for missing, incomplete, unapproved, or unreceived data, for the various tabs in the contract, will be displayed in this section with a brief description.
Attributes
Select any created attributes to add to the contract to track additional information. These can be set in the Attributes module under the Contracts option. Attributes can additionally be auto-added each time a new contract is created, as a Company Preference in the Contracts section.
Activity Log
View system generated activity log records when significant updates are made or changed in the contract record. View log records left manually by other users. Add a new log record by entering text in the New field and selecting the enter or return key on the device.
Repository Mode (Files)
Store and view all files, documents, images, notes, email capture records, and generated eForms all in one place for a contract. Control what files and images are seen by users in the TRUE Field application.
↻ icon
Refresh the list to display any newly added files
Upload File(s)
Use to upload files.
Upload Folder
Use to upload a folder that contains multiple files.
Add Folder
Add a new blank folder in TRUE. Used to organize files.
Folder Templates
Use to add existing folder templates. Configured in “List Templates” module.
Add Existing
Use to relate an existing file into the Contract recored.
List
Display a list view of files.
Grid
Display a grid view of files.
Classic
Display the classic view of files
Open icon
Open the selected file.
Share icon
Copy a link to the file to your clipboard.
Hardhat icon
Enable/Disable TRUE Field access.
Batch select
Use to select multiple files at once.
Download
Download all files.
Move File
Move selected file locations.
Enable TRUE Field
Enable the files to be seen in TRUE Field app.
Disable TRUE Field
Disable the files to be seen in the TRUE Field app.
Delete
Permanently delete the selected files.
Tasks Mode
Create and manage job-related tasks. This mode allows for detailed task planning and tracking, enhancing project management capabilities.
Buttons
View Incomplete
Display Tasks that have not been marked as “Complete”.
Overdue
View Tasks that are past the entered “Due Date”.
Show All
Display all related Job Tasks.
View in Tasks Module
Open the Job tasks directly in the Tasks module.
“+” icon
Create a new Task item.
↻ icon
Update the list with any newly created Tasks.
PDF icon
Generate a “Task Report” for an overview of all Tasks.
"⚙️" icon
Use the “Load Template” feature to load an existing task template from the “List Templates” module.
Fields
DESCRIPTION
Enter a short Task description.
ASSIGNED
Assign a user to this Task. Users receive an Alert notification.
STAGE
Assign a “Stage” to the Task. Task stages can be modified via the “Categories” module.
DUE
Enter a Task “Due Date”. Follow up Alert notifications will be sent to the assigned user.
FIELD
Toggle this Task for TRUE Field visibility.
"🗑️" Icon
Delete the Task record.
Labor Mode
Time Card
View all time punches and labor attributed to the contract. Create new punches or clock in from this tab.
Additional Buttons
View in Time Card Module
View the Time Punches for the selected Contract directly within the Time Card module (HR Workflow).
“+” icon
Manually add a new Time Punch.
“≡” icon - New Temp Worker
Create a new time punch for any temporary non-user/personnel records that needs to be recorded in the system.
Selected Time Punch
Personnel
Display or modify the associated Personnel record for the time punch.
Date
Display or modify the date of time punch.
Start
Display or modify the start time of the time punch.
Finish
Display or modify the finish time of the time punch.
Duration
Display or modify the overall duration of the time punch.
Activity
Display or modify the assigned activity of the time punch.
Notes
Display or modify enter any notes related to this time punch.
Record Options: “≡” icon
Duplicate
Make a copy of the selected time punch.
Delete
Permanently delete the select time punch.
Field Reports
View Daily Reports generated in the TRUE Field application or create a new Daily Report. Additionally, generate Safety Talk and Time & Material reports.
Search
Use to filter and display the reports for this Contract for a specified report.
“+” icon
Use to create a new Field Report.
Column Headers
Type
Displays the type of Field Report that was created.
Date
Display the date the Field Report was generated.
Description
Display a user or system entered description.
Created By
Display the user that generated the report.
Approved
Display whether or not the report has been reviewed and approved.
Tickets
View, add, and edit work tickets associated with the contract record.
Filters
Incomplete
View all Work Tickets that have not yet been marked as “Complete”.
Complete
View all Work Tickets that have been marked as “Complete”.
Clear
Remove the current filtering of data.
View in Work Ticket Module
View related Work Tickets for this Contract within the Work Ticket module
“+” icon
Create a new Work Ticket automatically related to this Contract.e (Work Ticket Workflow).
Jobsite
View all the completed and incompleted jobsite activities for specific events in the contract.
Selected Jobsite Items List View
Sort button
Used to sort the data in this list by Jobsite specific fields.
Advanced Filter
Used to filter data using more advanced Jobsite specific fields.
“+” icon
Create a new Jobsite Item.
Export
Export selected Jobsite items.
Selected Jobsite Item
Gear icon
Copy
Copy the information for the selected Jobsite item to be pasted in the system.
Duplicate
Create a matching copy of the selected Jobsite item.
Print Label
Print label for the selected Jobsite item.
Delete
Permanently delete the selected Jobsite item.
Left arrow
Leave the selected Jobsite item view.
Details Section
ID
A unique identifier assigned to each jobsite item for easy tracking and reference.
Building
The specific structure or building within the project where the item is located or to be installed.
Floor
The level or story of the building where the item is situated or to be placed.
Elevation
The vertical height or position of the item, often measured from a reference point such as sea level or ground floor.
Mark
A specific label or identifier used to distinguish the item on construction drawings or in the field.
Room
The specific room or area within the building where the item is located or to be installed.
Type
The category or classification of the item, which could refer to its function, material, or other defining characteristics.
Phase
The stage of the construction project during which this item is relevant or to be installed.
Weighted By
A factor used to assign relative importance or value to the item, often used in progress tracking or cost calculations.
Status
The current state of the item in the construction process, such as "Not Started," "In Progress," or "Completed."
Description
A brief explanation or additional details about the jobsite item, its purpose, or any special considerations.
Attributes Section
Used to create customizable drop down fields and options for user selection. Allows for easier filtering.
Files / Images Section
View or add related files or images.
Materials Mode
Displays the associated Inventory items and current stage for this selected Jobsite item.
Tasks Mode
Displays any assigned Tasks to this Jobsite.
Activity Log
Displays the activity for this selected Jobsite item.
Subs Mode
Track everything related to the subcontractors assigned to the contract.
Selected Subcontractor Record
Delete:
Delete the selected Subcontractor record.
Subcontractor
Display or select the assigned Subcontractor record
Primary Contact
Display the primary contact name.
Phone
Enter and display the primary contact phone number.
Email
Enter and display the primary contact email.
Overall Scope of Work
Enter a description of the Scope of Work for this subcontractor.
SUBCONTRACT ITEMS
Use the “+” icon to add new subcontractor items. Detail the specific work and costs associated with this scope of work.
DATE
Display or assign a date of the item.
AMOUNT
Display or enter a total amount for this item.
SCOPE
Display or enter a description of the scope of work for this item.
COST CODE
Display or assign a specific cost code for this item.
PRIMARY CONTRACT ITEM
Display or relate the subcontractor item to any of the existing Contract items.
COMMITTED
Logs Mode
RFIs
Track RFIs, update status, and generate eForms to send to clients. Receive alerts for when RFIs are becoming due.
“+” icon
Create a new RFI line item.
Column headers
ID
The ID will pre-populate based on module ID settings in Company Preferences. If the RFI was created in a bid record, the bid record will precede the RFI number. If the record is created in the contract, the contract ID will precede the ID number. To edit the ID, click on the ID and enter the desired changes in the pop-up.
Sent/Due/Received
Click on the date field to choose the desired date from the calendar pop-up.
Contact
The contact will pre-fill based on the primary point of contact set in the Contract Setup screen. Clicking the contact name will jump the user to the contact record in the Directory. To change the contact select the ≡ icon and choose Select Contact.
Description
Enter in desired text for the RFI by clicking the description field.
Notes
Enter any additional internal notes.
PDF icon
Generate or view an existing RFI eForm.
“≡” icon
Create/View RFI
Use to create or view an existing RFI record.
Select Contact
Select the associated Point of Contact for the RFI record.
Upload File
Upload and relate files to the RFI record.
View Files
View any related files to the RFI record.
New Emails
Generate an Email Capture code for the selected RFI.
View Emails
View any related email to the selected RFI.
Favorite
Favorite the selected RFI.
Delete
Permanently delete the selected RFI.
Submittals
Track Submittals, update status, and generate eForms to send to clients. Receive alerts for when Submittals are becoming due.
“+” icon
Create a new Submittals line item.
PDF icon
Generate or view an existing Submittal eForm.
“≡” icon
Click to view additional selected submittal options.
Create/View Submittal
Use to create or view an existing Submittal record.
Select Contact
Select the associated Point of Contact for the Submittals record.
Upload File
Upload and relate files to the Submittals record.
View Files
View any related files to the Submittals record.
New Emails
Generate an Email Capture code for the selected Submittals.
View Emails
View any related email to the selected Submittals.
Favorite
Favorite the selected Submittals.
Delete
Permanently delete the selected Submittals.
Column headers
ID
The ID will pre-populate based on module ID settings in Company Preferences. To edit the ID, click on the ID and enter the desired changes in the pop-up.
Stage
Display the current assigned “Stage” for the Submittal. Customizable in the “Categories” module.
Sent/Due/Received
Click on the date field to choose the desired date from the calendar pop-up.
Contact
The contact will pre-fill based on the primary point of contact set in the Contract Setup screen. Clicking the contact name will jump the user to the contact record in the Directory. To change the contact select the ≡ icon and choose Select Contact.
Description
Enter in desired text for the Submittal by clicking the description field.
Notes
Enter any additional internal notes.
CO Requests
Track change orders for a contract in one easy to view list in the contract record. Change orders are automatically added to the Contract/SOV and to Job Costing tabs.
Transmittals
Track Transmittals, update status, and generate eForms to send to clients. Receive alerts for when Transmittals are becoming due.
“+” icon
Create a new Transmittals line item.
Column headers
ID
The ID will pre-populate based on module ID settings in Company Preferences. To edit the ID, click on the ID and enter the desired changes in the pop-up.
Sent/Due/Received
Click on the date field to choose the desired date from the calendar pop-up.
Contact
The contact will pre-fill based on the primary point of contact set in the Contract Setup screen. Clicking the contact name will jump the user to the contact record in the Directory. To change the contact select the ≡ icon and choose Select Contact.
Description
Enter in desired text for the Transmittals by clicking the description field.
Notes
Enter any additional internal notes.
PDF icon
Generate or view an existing Transmittals eForm.
“≡” icon
Create/View RFI
Use to create or view an existing Transmittals record.
Select Contact
Select the associated Point of Contact for the Transmittals record.
Upload File
Upload and relate files to the Transmittals record.
View Files
View any related files to the Transmittals record.
New Emails
Generate an Email Capture code for the selected Transmittals.
View Emails
View any related email to the selected Transmittals.
Favorite
Favorite the selected Transmittals.
Delete
Permanently delete the selected Transmittals.
Financial Mode
The Financial mode in the Contracts module provides a comprehensive overview of all financial aspects related to a contract. This section allows users to manage and track various financial elements, including contract details, pay requests, invoicing, releases, purchase order items, expenses, bills, and job costing.
Contract Submode
The Contract submode displays the Contract Schedule of Values, providing a detailed breakdown of the contract's financial structure.
List View
ID
Unique identifier for each contract line item
Description
Brief explanation of the contract item
Value
The monetary value assigned to the contract item
Budget
The budgeted amount for the contract item
Committed
The amount committed to the contract item
Costs
Actual costs incurred for the contract item
Cost to Complete
Estimated remaining cost to complete the contract item
Invoiced
Amount that has been invoiced for the contract item
Uninvoiced
Amount that has not yet been invoiced for the contract item
Additional Features
"Forecasting" button:
Used for financial projections related to the contract
"+" icon:
Allows adding new contract line items
"↻" icon:
Refreshes the current data view
"⚙️" icon:
Provides additional options such as CSV Template, Export Tax Reports, Export Email Capture Codes, Export Contract Items, Export Job Costing, and Export for Payroll
Pay Requests
The Pay Requests submode allows users to manage and track payment requests related to the contract.
List View
ID
Unique identifier for each payment request
#
Sequential numbering of payment requests
Stage
Current status or phase of the payment request
Date
Date the payment request was created or submitted
Due Date
Deadline for the payment
Invoiced
Amount that has been invoiced
Unbilled
Amount not yet billed
Retainage
Amount held back from payment
Paid
Amount that has been paid
Balance
Remaining balance to be paid
Accounting
Status of accounting approval
Additional Features
"Forecasting" button
Used for financial projections
"View Transactions" button
Displays a list of financial transactions
"Current Pay Request #" field
Shows the current payment request number
"Pay App Alert Day" field
Possibly for setting reminders for payment applications
"+" button
To add a new payment request
“Folder” icon
Select to generate/open Pay Application.
Options Menu (hamburger icon)
Create / View Pay App
Generate or view payment applications
Payments
Manage payments related to this request
Assigned
Assign the payment request to a specific user
Upload File
Attach relevant documents
View Files
Access attached files
Custom App
May allow for custom functionality
Void
Cancel or void the payment request
Delete
Remove the payment request
Releases
The Releases submode is used to track partial and final lien releases, which are sometimes required to maintain lien rights.
Fields
Owner
Name of the property owner or client
Owner Address
Address of the property owner or client
NOTICES Section
"+" icon
Add a new notice
"🗑️" icon
Delete a notice
New NTO
Create a new "Notice to Owner," a type of lien-related document
PO Items
The PO Items submode displays purchase order items associated with the contract.
List View
Product
Description of the purchased item
Vendor
Name of the supplier or vendor
Purchase Order
Unique identifier for the purchase order
Received / Due
Status of the item's receipt or due date
Amount
Cost of the purchased item
Additional Features
"Direct Purchase Orders (DPOs)" button
Used to view or manage direct purchase orders
"Hide Received PO Items" option
Allows hiding items that have been received
"+" icon
Add a new purchase order item
Expenses
The Expenses submode tracks all expenses related to the contract.
List View
Date
Date of the expense
Vendor
Name of the vendor or supplier
Description
Brief explanation of the expense
Buyer
Person or entity who made the purchase
Amount
Cost of the expense
Approval
Status of expense approval
Additional Features
"Hide Approved Expenses" option:
Allows hiding expenses that have been approved
"+" icon:
Add a new expense entry related to this Contract
Bills
The Bills submode manages invoices and bills related to the contract.
List View
Date
Date of the bill
Vendor
Name of the vendor or supplier
Invoice #
Unique identifier for the invoice
Job / Contract
Associated job or contract reference
Amount
Total amount of the bill
Paid
Payment status (indicated by a checkmark)
Approval
Approval status (indicated by a checkmark or X)
“Folder” icon
View related files
Additional Features
"Hide Approved Bills" option
Allows hiding bills that have been approved
"+" icon
Add a new bill entry
Job Costing
The Job Costing submode provides a detailed breakdown of all costs associated with the contract.
List View
ID
Unique identifier for each cost entry
Date
Date of the cost entry
Type
Category of the cost (e.g., Invoiced, Budget, Labor, Committed)
Cost Code
Code used for cost categorization
Contract Item
Associated contract line item
Amount
Cost amount
Approval
Approval status (indicated by a checkmark)
Notes
Additional information or comments
"📝" icon
Used to edit or add notes to the job costing item.
"≡" icon
Provides additional options for each entry
Additional Features
Search field
Allows searching for specific cost entries
"Hide Approved Entries" option
Allows hiding approved cost entries
"+" icon
Add a new cost entry
"↻" icon
Refresh the current data view
"Export" icon
Used for exporting or saving the cost data
"⚙️" icon
Provides additional options or settings
Summary Totals
The bottom of the Job Costing view displays summary totals for different financial aspects of the contract, such as budgeted amount, committed amount, and actual costs.
Additional Features (Selected Contract)
“^” and “∨” icons
Use to cycle through selected file record.
View Button
Quickly jump to various modules to view associated records for the contract (Contacts, Bid, Materials, Purchase Orders, Receiving, Inventory, History, Planner, Schedule, Insurance, Vendor Quotes, Warranties, Transactions).
Options Button
Access functions like Contract Setup, mark as favorite, duplicate the record, or delete.
Schedule Button
View all schedule records related to this cost center/contract.
Planner Button
Quickly navigate to the associated Gantt chart or create a new one.
Common Workflow Questions
How do I create a new contract from a bid or opportunity?
What's the process for adding and managing change orders?
How can I track subcontractor performance within a contract?
What's the difference between pay requests and invoicing?
How do I generate reports for specific aspects of a contract?
Can I link multiple schedules to a single contract?
