How to add a new contract

To get started first make sure you are inside of the correct project and click the contracts tab.  From here There we will a button to create a new contract.

Desktop:

Mobile:

From there the next step is to select or create the company the contract belongs to.  See our article on what is a contract to learn more about the difference.  If the company has been entered before it will appear inside of the dropdown menu.  Simply select the company.

Desktop:

Then fill in the required details and click "Save & Invite Team Members". If you need help on what to select for contract types see our article on what are the different contract types?

From there you can optional invite users from the contract to join and start submitting daily logs.

If the company being entered has not been entered into the system before the path will be slightly different.  When you enter in the company name, the autocomplete will be blank and you need to click the + button.

From there you can enter in address and website information about the company.  This is important if you work with companies with similar names to help you distinguish them from each other.

Once you hit continue the process is the same as above if the company was already created.