Creating a Contract
Creating a contract
To create a subbie contract, it is recommended to create them from the budget. Open your job and go to the job trade list, then into the trade where the budget is that you want to use. Here you see the most detailed level of your budget.
Select the lines you want to allocate to your contract by ticking the tick box on the left of each of the detail lines. Select the other functions dropdown on the right and select the process you want to complete.
You have options here to create new or select an existing contract. If you are wanting to add additional information to an existing contract you would use the select option, otherwise you would choose create. If you make a mistake, you can also remove the subcontract and recreate.
Contracts should be used whenever you need to pay a deposit, the contractor/supplier is going to do a progress claims or you are holding retentions against your contractor.