📝Contracts

2 min read

Contracts in Ascora provide a structured way to manage long-term service agreements with key clients, allowing for seamless job allocation and streamlined billing. Instead of invoicing for individual jobs, contracts group multiple jobs under a single agreement, ensuring efficient financial tracking and simplified client management.

When to Use Contracts

Contracts are ideal for businesses that:

✔ Provide ongoing services to clients across multiple sites

✔ Need to bill periodically rather than per job

✔ Manage large-scale maintenance agreements

✔ Want to track job allocations under a contractual agreement

For example, if you secure a $1,000,000 contract to maintain grocery stores for a large chain, Ascora lets you assign multiple jobs to this contract while ensuring only approved locations and services are covered.

How Contracts Work

A contract is defined by:

✔ A Billing Customer – the client responsible for payments

✔ A Defined Time Period – only jobs created within this period are included

✔ A List of Covered Sites – locations that fall under the agreement

Whenever a new job is created, Ascora automatically checks if it matches an active contract. If the job meets all criteria, it will be assigned accordingly. If a job doesn’t fit (e.g., capital works outside of the maintenance scope), you can easily remove it from the contract.

📽 Watch the video guide ⤵


ℹ️
If a particular Job does not fit the definition of a Contract - for example if may be a capital works Job and the Contract is only for Maintenance - it can be removed from Contract from the Job Details.

Creating a Contract

  1. Under the Advanced menu, select Contracts.
  1. Click New Contract.
  1. Select the Billing Customer for which the Contract will apply.
  1. Enter the Start Date and End Date for which the Contract will apply. Note: Only Jobs created in this date range will be added to the Contract.
  1. Save the Contract
  1. After the Contract has saved select the Sites that are In Contract.

Removing a Job from a Contract

If a Job shouldn't be associated with a Contract due to the type of work it can be removed.

  1. Open the Job.
  1. Click the Remove from Contract button.

To access a tutorial video about Contracts you can click this link: https://www.ascora.com.au/TrainingVideos/VideoViewer/ContractsinAscora


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