Follow these steps to set up contracts within InBuild:
1. Navigate to the Contracts Tab
Go to the desired project.
Click on the Contracts tab.
2. Add a New Contract
Click Add New Contract.
Select the vendor name.
Enter a contract title.
Click Submit.
3. Upload Contract Documents
Upload supporting documents like estimates or signed contracts.
You can upload multiple files.
Once files are uploaded, use the drop-down menu to view and manage them.
4. Generate Auto-Filled Files
Use the Generate File feature to create auto-filled documents.
To update any changes, click the refresh icon to regenerate the file.
5. Fill Out Contract Details
Add any descriptions, status, retainage, or other relevant details.
6. Set the Schedule of Values
Choose the appropriate cost code.
Enter the amount for the schedule of values.
Add additional lines for more breakdowns as needed.
This guide helps you fully configure and manage contracts in InBuild, ensuring all documentation and financials are properly recorded.