Effortless Contract Management
Track service agreements from execution to renewal, govern multi-location accounts under one master agreement, and see contract health at a glance.
How It Works
From execution to renewal in three steps
Create & Execute
Build a service agreement with pricing, payment terms, and initial term length, then record it as executed with who signed off and when.
Deliver & Track
Schedule jobs against the agreement and watch its health score, completion rate, and revenue update automatically as work gets done.
Renew or Amend
Auto-renew, convert to evergreen, extend the term, or amend contract details—every change is logged in the lifecycle timeline.
Powerful Contract Features
Everything you need to manage service agreements
Renewals That Happen Automatically
A contract can auto-renew for another term or convert to evergreen instead of lapsing. Track renewal cycles completed, current vs. original term end dates, and non-renewal requests—no spreadsheet needed.
- Auto-renew or convert to evergreen terms
- Renewal cycle count tracked automatically
- Current vs. original term end dates
- Request non-renewal without losing history
One Master Agreement, Many Locations
For multi-location accounts, a single Master Service Agreement governs pricing terms and annual increases across every site-level service agreement. Adopt existing agreements, add new ones, or replace and detach as the account changes.
- Governs multiple child service agreements
- Shared annual price increase terms
- Fee rules: cap, disallow, or exempt charges
- Replace, detach, or amend child agreements anytime
Complete Contract Visibility
See a contract's full story in one place—legal terms, execution record, and lifecycle timeline, alongside a health score that flags agreements needing attention before they become a problem.
- Full contract lifecycle timeline
- Execution record with signer and timestamp
- Automatic contract health scoring
- Completion rate and revenue per agreement
Everything You Need
Complete contract lifecycle management
Contract Lifecycle Tracking
Every agreement moves through draft, executed, active, pending renewal, evergreen, expired, and terminated—with a full timeline of every event.
Auto-Renewal & Evergreen Terms
Contracts can renew automatically for another term or convert to evergreen. Renewal cycles completed are tracked on every agreement.
Master Service Agreements
Govern multiple site-level service agreements under one portfolio contract—built for multi-location accounts and national clients.
Annual Price Increases
Schedule contractual price increases with a fixed percentage, notice period, and minimum interval, applied automatically each term.
Document Storage
Attach signed documents and reference files directly to every service agreement or master agreement, so contracts and their paperwork stay together.
Contract Health Scoring
Each agreement gets an automatic health score based on completion rate and activity, so at-risk contracts surface before they lapse.
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