CONTRACTS MODULE

You have always been looking for a single source for all information related to your cleaning contracts. Here it is...The Templa CMS Contract module is designed for commercial cleaning companies.

 

Contract Start-Up

Manage your contract start-up process in a system designed for the job! The contract initiation process is managed by workflow and assigns users their allocated tasks. Management sets up the budgets, payroll the staff assignments, finance the invoicing. Easily see what stage each contract is at.

Contract Tasks

Track Contracts down to task level. Assign all activities to specific tasks which allows detailed reporting, management and scheduling. Each financial transaction on sites are also tracked at their task level giving you surgical like reporting analysis.

Calendars

Unique contract calendars allow the scheduling of work at specific times. Manage Public Holiday Paid/Unpaid on timesheets in advance to ensure wages are accurate. Apply non-working periods such as school term-breaks. Each site has a unique calendar which means you can split private schools from public ones, or working sites from non-working sites.

Document Management

Centralise all contract documents in one place. Attach all relevant emails, file type, word docs or any other file type to the central record. Security allows the restriction of access to documents by user roles. Give clients or staff access via the Customer Portal to download contract specific documents such as scope of works.

Properties

Create any number of contract properties to add important information. CPI increase dates, CPI increase rates, fixed invoice rates for services and many more...Properties allow the capture of all the information currently held in people's heads, emails, spreadsheets and on paper. Secure properties by user roles to restrict access.

Contracted Periodicals

A single source for all your contract periodical requirements. Setup quarterly window cleans, half-yearly strip-and-seals. Assign the work to subcontractors of internal staff. Automate the distribution of purchase orders.

  • Reduce the administration burden associated with contract management

  • More contracts don't mean more staff and more paper

  • Increase profit per contract

  • Eliminate loss making contracts

  • Create a platform for business growth

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