Help centre / Contracts & Block Bookings
Create a contract
Client, property, pattern, default team, rate basis, operatives and booking rules.
Contracts → New Contract.
- Title, category, scope — the scope is shown to the client.
- Client & property — pick the client; if they have registered properties choose one to fill the address, or search an address. Add the site contact.
- Schedule — frequency Daily / Weekly / Fortnightly (tick visit days; shortcuts Mon–Fri and Every day), Monthly (day of month) or Ad-hoc (no pattern; dates booked as needed). Start date, optional end date (blank = open-ended), arrive and finish times.
- Team, rate & invoicing — default team (in-house operative or supplier; every visit is pre-filled with it and can be overridden per visit); Rate (£) with Rate per visit / hour / day and Operatives per visit (e.g. 2 operatives at £18 per hour — hours are entered per visit when you invoice); invoicing mode (one invoice per visit, or one combined invoice per month); an optional default client PO (POs are usually entered per visit at invoicing); client booking switch with minimum notice (default 1 day) and the short-notice threshold (default 3 days).
- Contractor names in the client portal — follow the client default, show, or hide.
- Instructions for the team — access codes, sign-in, alarms.
On save, visits are generated immediately (through the end date or 90 days ahead), the team is notified with one summary, and the client's portal users are told the contract is live.
Related: Contract calendar & block booking · Contract invoicing