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Contract Creation and Editing

This form allows you to create a new contract record or update the details of an existing contract.

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Accessing the Form

  • Creation: Click the blue “Create Contract Log” button in the top right corner of the Contract Log page.
  • Editing: Click on the Contract Number or the Edit (note-edit-outline) icon of a contract in the Contract Log list.

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Form Sections

The form consists of several collapsible sections:
  • Contract #: The unique number of the contract.
  • Contracted Company: The subcontractor with whom the contract is made.
  • Title: A short title for the contract.
  • Status: The status of the contract (Signed, Unsigned, Pending).
  • Retainage (%): The percentage to be withheld from the contract amount.
  • Executed: A checkbox indicating that the contract has been put into effect.
  • Description: Detailed information about the scope of the contract.
  • Files: An area to upload related files.
  • Budget: Shows the amount allocated in the Detailed Budget for this work.
  • Original Contract Amount: The main value of the contract.
  • Change Order Amount: The total amount of associated approved change orders.
  • Final Contract Amount: The final amount automatically calculated by the system.
A sub-table where you can break down the contract amount by cost codes.
  • Inclusions: A text area where you can list what is included in the scope of the contract.
  • Exclusions: A text area where you can specify items that are outside the scope of the contract.
Fields where you can enter important dates related to the project’s schedule (Start, End, Contract Date, etc.).

AI Score

  • Location: Located as a separate panel on the right side of the form.
  • Function: Becomes active when you attach a file to the contract. When you click the “RUN AI” button, the artificial intelligence analyzes the uploaded contract file and gives a score out of 10 by identifying risks, deficiencies, or potential problems. This feature helps you anticipate potential risks before signing your contracts.