HowTo:Construction Contract/Project Setup
Construction Contract / Project Setup
Adding a Contract / Project
Menu Location: Contracts(the last contract entered is displayed)
- Main Tab
- 1. Click
from the Toolbar - 2. Enter general contract information in top section
- Customer Contract # - auto-numbered
- Enter Contract Type
- Enter Estimate #
- Enter Contract Amount
- Enter Markup Amount
- Enter Contract Owner
- Enter Customer # if known
- Enter Contract Name
- Enter Site Address & Phone
- Enter Contract/CO Manager
- Enter Scope of Work (this is free text and you may use ¶)
- Enter Geo Location information
- 3. Enter Contract Billing Information
- Enter Company Name
- Enter Address
- Enter AP Phone
- Enter Customer PO #
- Enter Sales Tax Key
- Enter Tax Exempt # if known
- Enter Union Number
- Enter Holdback Percentage
- 4. Select the appropriate Flags
- Owner Controlled Ins
- Certified Payroll
- Waiver of Lien
- Sworn Statement
- Bond Required
- Enter Amount of Bond & Bond Paid By
- AIA Form
- Insurances Required
- Liquidated Damages
- 5. Enter Key Dates / Other
- Enter Starting Date
- Enter Completion Date
- Enter Billing Day of Month
- Enter Warranty Period
- Enter Record Retention
- 6. Buttons
- COs
- Work Voucher
- 1. Click
