A contract assigns one part of a job to a specific vendor, for example, you can assign "painting the lobby" to a painting contractor. Contracts specify the Retention percentage and help you track invoicing -- you can create payables directly from the Contract screen.
To add a contract
Open the job to which you want to add a contract.
From the side menu, select the Contracts tab.
Click the Add Contract button. The Add Contract screen appears.
Complete the Description, Vendor, and Start Date fields.
In the Retention % field, enter the percentage of the contract amount that you want Breeze to withhold as retention when you create payables for charges made to the contract. When the contract is complete, you release the funds. If you do not want to withhold any retention, leave this field blank.
Categories and amounts that you have added to your budget are automatically loaded in the Details section. You can update the contract amount for each category as needed. Select the check box for each line item that you want to include in the contract.
If you need to add additional line items, you can click the Add Row button.
When you are done, click Save. The Contract information screen updates to show all the information you just entered.
From here, you can add a payable or return to the job to add another contract.
Contract Status and Editing the Contract
When you add a contract, its status is Scheduled. The contract can be edited as needed.
When the vendor starts working, you change the status to In Progress. At this point, you cannot edit the contract record. If you need to modify it, you have to enter a change order.
To delete a contract
If a contract's status is Scheduled, you can delete it.
Go to Accounting > Job Cost > Contracts. Open the contract you want to delete.
Click the Edit icon (the pencil).
Click the Delete button.
A warning message appears.
Click OK. Breeze deletes the contract.
Note: You can also add a contract by selecting Accounting > Job Cost > Contracts and clicking the Add New button.