What this page is for
Every agreement you have with owners, tenants and companies. Contracts ending soon are listed first.
Who can use it
See contracts (by default Admin, Finance, Sales, Operations and Viewer). Writing, sending and ending contracts needs Write, send and end contracts (Admin, Finance, Sales).
How to start a contract
- Select the type: Owner agreement, Tenant agreement or Corporate agreement.
- Fill it in and select Save draft.
Fields and columns
| Column | Meaning |
|---|---|
| Contract | Title, number (given when it is first sent or signed), type and version. |
| With | The owner, tenant or company. |
| Units | The properties it covers. |
| Period | Start and end dates. |
| Status | Draft, Sent for acceptance, Signed (starts later), Active, Ending soon, Ended, Terminated, Renewed. |
Statuses and automation
- Every morning: signed contracts whose start date has come become Active; contracts inside the warning window become Ending soon; contracts past their end date end, or renew by themselves when set to.
- The people who manage contracts are told once when a contract is about to end, a week before the notice deadline, and a month before a yearly increase.
Settings that change this page
Module settings: Warn this many days before a contract ends and Acceptance links work for (days). Numbering: the contract number format.
FAQs
How do I change a signed contract? Draft a renewal (a new version), or end it and start a new one.
Troubleshooting
| Problem | What to do |
|---|---|
| A contract did not become Active | It must be signed and its start date reached; it is checked every morning. |