Service Contract Type

A contract type is a blueprint from which a client's individual contracts will inherit. It contains the base settings necessary to calculate billing information. For cases where a client needs variance from the default, the contract type's settings can be overridden once assigned to a client.

Service Contracts

When a service contract is assigned to a client, it inherits its options from the service contract type. A start date must be selected; once the contract is no longer needed, you should set the finish date and optionally select the finish reason. Options can be overridden if required. 


Multiple service contracts can be assigned to a client, but there must always be a default. When creating a visit on the client's schedule, or an ad-hoc booking you have the opportunity to select which contract should be used.



See the Rates article for an explanation of how billing rates are configured and ultimately calculated.

Minimum Contract Value

You are able to define a minimum amount that the client is to be billed either daily or weekly. This can be useful for Local Authority tenders.

If the minimum amount for the given period has not been met, the remainder will be calculated and added to the invoice. The remainder will be added on the last day of each period that the invoice run covers.



Calculation Options

Calculate amount using actual visit times
When enabled, the confirmed duration of the visit will be used 

Using first range when calculating cost
Enabled by default. When disabled, the system will use different rates for any unsociable hour ranges that the visit spans, as opposed to using the first and primary one. For example, a visit may be split between a daytime rate and an evening time rate.

Use client reference code on invoices?
If this is a local authority contract, they may provide you with a reference code to be displayed instead of the service user's personal information on the information.

If this option is enabled, the Local Authority Reference Code from the client's profile will be used on their invoices. If there is no reference code set on the profile, it will continue to display their full name.