How to access and manage contracts in the Zuper mobile app?

The contracts module in Zuper is designed to streamline the management of service agreements. It allows you to efficiently create, modify, and manage contracts, ensuring they are properly mapped to the right organization. This module is essential for tracking contract details and linking them to new jobs for customers, ensuring seamless service delivery.

In this article, you will learn how to navigate the contracts listing and details pages. We'll cover how to view, search, and filter contracts, as well as how to add notes and manage contract-related activities. Whether you're using the mobile or tablet version, this article will help you make the most of Zuper's features to enhance your contract management process.

Contracts listing page

To view the list of contracts:

1. Select the "Contracts" module from the top-left hamburger icon.  

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2. The contracts listing page will display a list of all contracts.

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3. Use the  "Search" icon at the top right of the screen to find a specific contract.

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4. Tap the down arrow to access quick filter options.
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5. Tap the "Filter" icon at the top right corner of the contract listing screen to sort and refine the contract list.

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Contract details page

To view the details of a specific contract:

1. Select the "Contracts" module from the top-left hamburger icon. You can view the list of contracts. 

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2. Choose a contract from the list. You can view details such as contract number, contract start and end date, contract term, invoicing details, and contract description under the "Details" tab.

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3. To view additional details of the contract, click the following tabs: Associated, Notes, and Activity

1. Associated: View all modules linked to the contract.
   
2. Notes: Allows you to add notes, images, audio, video, or documents. Notes can be set as public or private.
3. Activity: Shows a log of actions and updates that have occurred within the contract.

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4. You can also manage the contract in various ways, such as activating/deactivating the contract, sharing details via email, saving the contract information as a PDF by clicking the "Kebab" icon at the top right corner of the screen.

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Quick actions

From the contract details page, you can perform additional quick actions: 

1. New Job: Add a new job related to the contract.
2. Add note: Add notes and link them to other modules.
   

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