How to Use the Contracts Page in Workelect

The Contracts page is where agreement-level records are stored. It is useful when multiple jobs and invoices need to sit underneath the same commercial arrangement.

• Add or edit contract details.
• Review related jobs and invoices under the contract.
• Keep associated documents and notes together with the agreement.
• Use contract links from quote and job workflows when the work belongs to a wider arrangement.

1. Create the contract with the customer and agreement details you need to track.
2. Link relevant quotes or jobs to that contract so the operational records roll up under the right agreement.
3. Open the contract record to review the related jobs, invoices, documents, and notes together.
4. Update the contract details whenever the agreement changes so future work keeps using the latest information.