Client Contracts - Workflow Diagrams Last updated Save as PDF Share Share Tweet Share Create a Record for a Payment Received Create a Record for a... END END Configure Settings: Client Contracts Configure Settings: Cl... START START Create Client Contracts Create Client Contract... Edit the Advanced Settings on a Client Contract Edit the Advanced Sett... Add Line Items to the SOV Add Line Items to the... Create the SOV from the Project's Budget Create the SOV from th... Import the SOV from a CSV File Import the SOV from a... Update the Schedule of Values on a Client Contract Update the Schedule of Values on a Client Contract Email a Client Contract Email a Client Contrac... Create a GC/Client Invoice Create a GC/Client Inv... Email a GC/Client Invoice Email a GC/Client Invo... Approve a Client Contract Approve a Client Contr... Create a Client Contract Change Order Create a Client Contra... Change Order Change Order Invoice Invoice Create a change order or an invoice? Create a change order or an invoice? Have you received payment from the GC/Client? Have you received payment from the G... Approve or Reject Client Contract Change Orders Approve or Reject Clie... LEGEND LEGEND Project Manager/Specialty Contractor Project Manager/Specialty Contractor General Contractor/Client General Contractor/Client Client Contracts 'Admin' Client Contracts 'Adm... Client Contracts Tool Client Contracts Tool Change Orders Tool Change Orders Tool Resend invoice? Resend invoice? Optional Optional
