Client Service Contracts
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Written by Dec Norton
Updated over a week ago

This article looks into the options that are specific to a clients service contract.

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.

To create and manage service contract types, head to the clients section from the navigation bar and select service contract type towards the bottom left of your screen.

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.

Rates

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

Call out charges

You can choose to add a call out charge to a client contract. This will add a set amount onto every booking made on this contract.

Whilst you can add multiple charges, you cannot choose between them. All charges added will be applied to every visit.

Enabled by default. When disabled, the system will use different rates for every unsociable hour ranges that the visit spans, as opposed to using the first rate that the visit starts in. As an example, a shift could crossover from a daytime rate into an evening rate.

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.

You can add rules to amend the value if the date range contains a public holiday or special day.

⚠️ A minimum contract value will only take effect if it is the default contract for the client.

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Billing Options

Calculate amount using actual visit times

This option allows you to choose whether the visits made on this contract will be charged for the planned visit length, or the actual time spent at the call using call monitoring data. The text in the section will show which it is currently using i.e. using calculating amount using planned times/actual times.

If you are charging for actual times you can use the Rounding feature. This allows you to round the visit time up or down depending on how you prefer to pay. More information here.

Using first range

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.

Charge carer mileage back to client

If you pay carers mileage, you can choose whether or not to charge mileage back to the client.

This will take the rates paid to the carer for the mileage charged back, it is not possible to charge a different rate to the client.

Enable carer travel payments

Set whether a carer can be paid for travel (mileage/travel time). If this is disabled, a carer cannot generate any mileage or travel time payments, irrespective of what their contract says.

Use local authority 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.

Tax type

Select a tax type to assign to this contract.

Advanced options

Use this to adjust the number of decimal places invoices will be rounded to. Read here for more information.

Terms

If the contract has any particular termination rights, these can be entered here.

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