Efficient contract management is essential for maintaining clear agreements, ensuring compliance, and optimizing service operations. Zuper provides a centralized platform to track, update, and manage contracts seamlessly. With powerful features, businesses can monitor contract statuses, manage associated records, and ensure that all contract details remain accurate and aligned with business needs.

This article will walk you through the steps to access the Contracts listing page, update contract details, and manage contracts effectively in Zuper.

Navigation: Contracts and Assets Management module -> Contracts -> Contracts listing page -> Contract Details  

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Accessing the contracts listing page

  • Select the “Contracts and Assets Management” module from the left navigation menu and choose “Contracts.” You will land on the contracts listing page.

  • On the contracts listing page, you can view an overview of existing contracts, including the Contract Name, Start & End Dates, Status, and more.

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Exploring the listing page

The Contracts Listing Page is designed to help you stay organized by providing a centralized view of all contracts and enabling quick access to critical contract details. The page includes several key features to streamline contract management:

Customization

Tailor the listing page to display the most relevant contract information based on your preferences.

  • Click the “Customize” button in the top right corner.
  • Select or deselect attributes to display.
  • Drag and drop fields to rearrange them in the desired order.

New contract creation

Quickly create new contracts directly from the listing page, streamlining contract management. To do this, click the ”+ New Contract” button at the top right corner. For more detailed guide on how to create a new contract, see create an new contract article.

Filter contracts

Narrow down your contract view by applying multiple filters, including predefined options such as Contract Packages, Expiry Status, Contract End Date, and more. Click here for detailed instructions on applying multiple filters and quickly finding specific contracts.

  • After filtering a specific contract, click the “Contract Name” or “Contract Number” to view and manage its details.

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Managing contract details 

Once a contract is created or accessed from the listing page, the Contract Details Page serves as your central hub for managing its lifecycle. The details page has a three-column layout, providing quick access to information and actions within each panel.

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Left panel 

The left panel contains contract-related details such as the contract name and number. Below this, you will find the quick actions bar, which provides contextual action buttons, including options to email the customer, add notes, and create a new job for the contract. From here, you also have quick access to view information such as contract details, associated notes, parts & services, jobs, and activities. 

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Right panel

In the right panel, view the organization or contact information associated with the asset, and manage its links to various modules, such as properties, assets, projects, organizations, and more. To associate a module, click the “+” icon next to the desired module. 

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More actions

Managing contracts doesn’t stop at viewing details—you can perform various actions such as printing, sharing, editing, cloning, or deactivating the contract as needed.

Managing contracts efficiently is essential for seamless operations, compliance, and financial accuracy. With Zuper, you have a comprehensive platform to oversee every aspect of your contracts, from creation and tracking to modifications and associated actions, ensuring they remain well-organized, up-to-date, and aligned with your business objectives