Contracts, markup & retention

A contract is one engagement of one crew on one project — the agreement that sets the numbers everything else is measured against.

Client or internal

Pick the kind when you create the contract, and it decides whether the cost ever reaches a client.

Client

The SALE amount is billed to the project's client as a service charge. Use it when the crew's work is part of what you invoice.

Internal

Your own cost only — it is tracked and paid, but never passed to a client on either billing rail.

NET, markup and SALE

  • Enter the NET value you agree to pay the crew for the whole contract.
  • Set a markup %. Leave it blank and the crew's default markup from the directory is used.
  • SALE is computed as NET × (1 + markup %) — the figure a client contract bills.
  • Add a retention % to hold back part of each act until you release it.
Tip. The contract value is only the plan — if approved acts add up to more than the NET, the contract is flagged as over budget so nothing slips past unnoticed.
  • Point a contract at a work-plan stage to tie the crew to a specific piece of the job.
  • With the Estimates add-on, link a budget line and a reconciliation card compares budgeted, contracted and actual side by side.

Move the contract through its lifecycle from the workspace header: activate a draft, complete it when the work is signed off, re-open a completed one, or cancel it. Completing or cancelling locks the contract from further edits.

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Frequently asked questions

The contract falls back to the crew's default markup from the directory. You can still override it per contract, and setting zero markup bills the client at cost.

Yes, while it is a draft or active. Once you mark it completed or cancelled it is locked, so re-open a completed contract if you need to change it.