Contract & Change Orders

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  1. Contract status. In this case, the contract is active and able to create invoices. Click on Switch to Draft to revert the contract to the bidding stage and make changes to the line items. Once an invoice has been created, it can no longer move back to draft mode without deleting associated invoices.
  2. Contract value. This is the total amount you are charging for this contract. View the Value Report and ContractReport here in the next two images, respectively:Screen-Shot-2018-01-18-at-2.02.15-PM Contract & Change Orders
    Screen-Shot-2018-01-18-at-2.02.27-PM-e1516302235891 Contract & Change Orders
  3. Edit contract information. You can change start and end dates, the deposit amount, contract number, and any other information within that gray box.

  4. Line item of the contract
  5. Value of the line item. Displays the value, percent already invoiced, and the remaining balance to be invoiced.
  6. Create a new invoice for this contract, and bill by either a total amount or by percent of work completed.
    Screen-Shot-2018-01-18-at-12.57.17-PM Contract & Change Orders

  7. Revert a Change Order back to draft mode, so long as it has not been invoiced. 
  8. Add a new change order to this contract.
  9. Choose to display line item subtotals or display only a total contract sum to the client.
  10. Choose an invoicing style. This could be our regular invoice that displays line items to be invoiced, or choose a schedule of values and display the complete job progress within the invoice.

While the Contract is in draft mode:

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  1. Enter in a name for the line item.
  2. Enter in a price for the line item.
  3. Click the target to move the line item’s position on the contract, or combine with another line item.
  4. Delete this line item.
  5. Enter a description for this line item to be displayed to the client. 
  6. Enter a breakdown or bill of materials. You can choose to keep this internal, or display it for the client.
  7. Add a new line to the breakdown.
    Screen-Shot-2018-01-18-at-1.53.36-PM Contract & Change Orders

  8. Add a new line item to this contract.
  9. Copy line items from a spreadsheet. Clicking this button will guide you into entering this information properly from a spreadsheet.
  10. Choose an applicable tax rate. Tax rates can be entered into the system directly so long as there is no connection to QuickBooks online. If you are connected to QuickBooks online, we pull in the tax rates from that account.
  11. Choose to display line item subtotals or display only a total contract sum to the client.
  12. Choose an invoicing style. This could be our regular invoice that displays line items to be invoiced, or choose a schedule of values and display the complete job progress within the invoice.
    Screen-Shot-2018-01-18-at-1.53.49-PM Contract & Change Orders
  13. Copy terms and conditions from the company defaults set to your account.
  14. Perform more actions. You can delete this bid, mark this bid as rejected and stop all further work on this project, or download this bid as a word document.
  15. Preview this bid as a PDF within Knowify. You can download and print from that popup as well.
  16. Save this bid as a draft.
  17. Send this bid out to the client to be signed via electronic signature.
  18. Manually make this contract active.