This article covers the steps to create a job contract including creating a job contract using a contract template and options available for adjusting the contracted services.
***At this point, you should have your contract templates created inside HindSite. Contract templates are not required to create a Job Contract in HindSite. However, they immensely speed up the process for creating a Job Contract and provide the option to filter by the package associated with a contract.
If you have not setup, you Contract Templates Yet, please refer to this article: Job Contracts: Creating Contract Templates
The first step to creating a job contract inside HindSite would be to first navigate to the Contracts page under the Job Contracts section of the program. From here, you can click the retrieve button in the top right corner of the screen to preview all the current job contracts entered in the system. To see all contracts in the system instead of only the current contracts, the toggle on the right can be adjusted and the page can be retrieved again to show all entered job contracts. To create a new job contract, you would first click the New button on the right-hand side of the screen.
After clicking the New button, a blank contract record would appear. You first should select the contact that should be associated with the contract. After selecting the contact, you would then go to the package drop down and choose the contract template you would like to use when creating the contract.
After a package is selected, the services included in that package would cascade onto the contract. Additionally, any fields tied to the service pricing or time required on the contract template would also be carried over onto the contract upon selection.
Following the cascade of information onto the contract, the user can manually adjust the services included on the contract in the scenario where the contact has opted into additional services or had decided to decline select services normally included on the contract.
Once the services are finalized in the contract, the Services Total should display in the top portion of the contract. If accurate, the Total Value of the contract can be manually entered to match the Services Total. If waiting for customer approval before continuing on with scheduling their work, then you can save the contract at this point. If customer approval has already been given or it not required before scheduling the appointment, you can adjust the contract status to be accepted and confirm the prompt to finalize the contract before clicking save.
Once saved, the contract should appear in the current contracts view in the contracts section of the program.
