Send agreements for signature.
Choose the sending and receiving companies, designate signers, and use signing order when the agreement requires it.
04 / Agreements & documents
Sign and keep the paperwork.
Send agreements for signature and keep invoices, confirmations, and releases with the job.
Sign the agreement. Keep the paperwork with the job.
Send PDF agreements between contractor organizations for signature, choose who needs to sign, and keep the completed agreement and signing history with the work. Keep payout backup with the payment it supports.
Keep the signed record.
Use drawn signatures and keep completed agreements with the signing history instead of chasing separate email copies.
Keep closeout backup together.
Keep subcontractor invoices, payment confirmations, signed lien releases, and other payout documents with the related payment.
Keep documents with the right ticket or payment.
When a payment is questioned, the paperwork should be easy to find. Keep ticket copies with tickets, and invoices, payment confirmations, and signed releases with payouts.
- Keep additional ticket copies.
- Skip identical copies when detected.
- Mark which payout documents are current.
- See which payment documents are missing.
Example payout documents
Illustrative document list · all contents are fictional
- Subcontractor invoice
DEMO-INV-014 - Payment / ACH confirmation
DEMO-014 - Signed lien waiver / release
Illustrative record only - Backup ticket copy
C-202