Documents & Contracts

Manage Documents, Contracts & Agreements with Ease

Easily organize and view all your business documents and contracts through Services Engine, specifically designed to support your industry needs.

What is a Document & Contract Management System?

A Document & Contract Management System simplifies organizing, storing, and managing key documents and contracts. For industries like Cleaning, Construction, and Plumbing, this means easy digital access, smooth project management, and secure storage for all your client agreements, estimates, and proposals.

Here's How It Works...

Proposals & Estimates: Efficient Communication for Your Business

Quickly generate detailed proposals and estimates tailored to your industry. Whether you need to outline a landscaping project, plumbing service, or a general contract, Services Engine helps you add all necessary details like services, images, costs, and signatures, ensuring you secure jobs and satisfy clients more effectively.

Automatic Invoice Creation Post-Signing

Once a document or contract is signed, Services Engine automatically generates an invoice reflecting all services, materials, and agreed-upon prices. Review and edit the invoice before sending it for payment to ensure smooth billing, saving you time and keeping business running efficiently.

Handle Multiple Recipients

For larger projects that involve multiple stakeholders, Services Engine allows you to send documents to multiple recipients. Each person signs their part, whether it’s a contractor, client, or partner. The process is streamlined, with a final PDF created once everyone signs, making it ideal for collaborative work in construction or general contracting.

Organize Contracts Easily with Client Profiles

Keep track of all documents tied to a specific client. Whether it’s contracts for landscaping, plumbing repairs, or cleaning services, you can access everything within your client profile for quick review or updates.

Automate Your Workflows with Document Triggers

Make your business more efficient by automating actions based on document status. Services Engine can trigger follow-up emails, update job statuses, or send invoices as soon as a contract is signed. This is perfect for businesses that need to keep projects moving quickly without manual oversight.

Mobile Document & Contract Management for On-the-Go

Need to send out contracts while on a job site or out in the field? Use Services Engine’s mobile app to quickly access templates, send proposals, or get contracts signed, so you can keep projects moving no matter where you are.

Internal Documents for Better Team Collaboration

Store and manage internal documents related to your clients or projects directly within the system. Your team can access important documents from any job, whether it’s a cleaning contract or a construction blueprint, ensuring seamless communication.

Everything you need to start, build, and grow your business in one place

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