How do I set up a contract for my consultant or builder?

1. Go to Financial → Cost Management.
2. Click the arrow next to the category (e.g. Construction) to see your service providers.
3. Click the ⋮ next to the provider and click View.
4. Click Create Contract.
5. Enter a Contract Name.
6. Add each item or activity and its value. Click + Add line for more items.
7. Add a description and upload the signed contract if you have it.
8. Click Add Contract Item.

Tips

• Enter amounts excluding GST. The total including GST is worked out for you.
• Use the same items as the contract's payment schedule or quote. This makes progress claims easier to check.