How Do I Create An Owner Contract?

To access the owner contracts in the Pending status by Clicking Commitments > Owner contracts on the left side menu.

NOTE: Owner contracts are executed in the Pending Phase of the project prior to moving to Will Start Soon. You can move the job without creating the owner contract, but once the job is in Will Start Soon, you cannot go back to Pending to create it with RedTeam Go. You can, however, import a scanned owner contract while you are in Will Start Soon or In Progress. You will go to Briefcase > Contracts > Import.

Prior to creating the Owner Contract, you will need to accept any Alternates, Units, or Phases that the Owner has approved. To accept Alternates, Click Alternates and check the box next to the Alternate you wish to approve.

Choose the contract type.

Make edits to the contract as necessary. Any section can be modified by clicking the blue Edit Section.

Update the Agreement Date, Retainage, Start and End Dates. The duration will autofill when the start and end date is populated.  

Choose the print date.

Add any attachments

Once everything is complete click sign.

Once you click Sign the Agreement window opens. Click I agree then Ok.