Skip to Content
DocumentationFeaturesContracts

Contracts

A contract is the agreement for a season or a project. The customer signs it online, and the signed contract then does the recurring work for you: it generates the jobs on its service schedule and the invoices on its billing schedule, so a season’s mowing stops being something you re-book and re-bill by hand.

Contracts are Growth and up (contracts). Bulk send is Professional and up (bulkContracts).

At a glance

  • Make one: Contracts → New contract, four steps.
  • Send it: Send to Customer; they sign from a link.
  • Statuses: Draft, Sent, Viewed, Signed, Awaiting Counter-Sign, Completed, Expired, Cancelled, Declined.
  • After signing: New job from the service schedule, Set Up Billing, New invoice.
  • Next season: select contracts, Roll Forward.

Creating one

Contracts → New contract

Template

Start from one of your templates, Blank Contract, or Upload a Document (a Word or PDF agreement you already use, which becomes the starting text).

Customer

The customer and the property or properties the agreement covers.

Details

Valid Until is the signing deadline. Service Start Date and Service End Date are when the work runs; the end is optional for open-ended agreements. The form tells you which season the contract files under. Under Signing Options, Require Counter-Signature means an admin signs after the customer before the contract is complete.

Review

Read the preview. Merge fields are already filled with this customer’s details.

Merge fields

Templates and contracts carry bracketed fields like [Customer Name], [Property Address] or [Total Amount], inserted from the Insert Field panel. They fill from the customer, property and contract when the contract is created.

A field the app doesn’t recognise prints exactly as typed. “[Client’s Name]” is not a field, so it appears in the signed document as “[Client’s Name]”. Insert fields from the panel rather than typing the brackets.

Sending and signing

Send to Customer opens the send drawer. The email carries a one-click link to review and sign. If the contract has more than one signer, the drawer says whether they sign in order or all at once. You can require a one-time code emailed to the signer before they can sign.

When the customer signs, the status becomes Signed, or Awaiting Counter-Sign if you required one; Counter-Sign on the contract page finishes it as Completed. Signing a customer at the kitchen table instead? In-Person Sign lets them sign on your screen. Email Reminder nudges a customer who hasn’t signed.

The completed contract has Download PDF, a signing Certificate with the audit trail, and Save to Property so it’s on file where the work happens.

What a signed contract does

  • Jobs. The contract’s Service Schedule lists the visits. New job creates the jobs from it, recurring where the schedule recurs. See Jobs.
  • Billing. Set Up Billing chooses how the customer pays: one invoice, a number of payments, or recurring monthly, quarterly or annual invoices. New invoice bills the contract once.
  • Add-ons. Optional add-on services the customer picked while signing appear on the contract and flow to jobs and invoices.
  • Renewal. Auto-Renewal on the contract keeps it alive at the end of its term: within 30 days of the end date LawnLedger drafts the next term, moves any recurring job series the contract drives onto it, and rings your bell - the draft is yours to review and send for signature.

Seasons and rolling forward

Contracts file under a season from their dates: green season (April to October by default) or winter (November to March). The list filters by season. At the end of one, select the contracts and press Roll Forward: it drafts a new contract per customer for the target season, with dates moved to match, ready to send.

Bulk send

Contracts → Bulk Send sends the same agreement to many customers: Choose Template, Select Customers, Configure, Review & Send. Each customer gets their own contract with their own merge fields. Professional and up.

Templates

Templates → Contracts is the library. New template writes one in the editor; Upload turns a Word or PDF file into one. Templates have categories (Lawn Care, Snow Removal, Seasonal, Recurring, Commercial MSA and so on), a version history, and can be hidden from the picker without deleting them. Save as Template on any contract turns it into one.

Troubleshooting

The customer says the link doesn’t work. The contract is past Valid Until. Cancel it and send a new one, or move the date and resend.

The jobs weren’t created. Creating jobs from a contract is a button, New job, not automatic. Open the contract and press it once; it won’t create duplicates.

A field printed as brackets. See the merge-field warning above. Fix the template and re-send.

Last updated on
EstimatesJobs