Client Contracts -- Specialty Contractor

Client Contracts -- Specialty Contractor

Create and manage a contract with an upstream client, and keep track of all change orders and related items.

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About this course

The Client Contracts tool in Procore allows you to easily create and manage a contract with an upstream client, and keep track of all change orders and related items.

 

  • Create a client contract that includes a comprehensive schedule of values and manage contract access permissions
  • Import a schedule of values from CSV or add line items manually by cost code
  • Email completed contracts to key stakeholders and change the contract status when approved
  • Manage the Client Contract Change Order (CCCO) process and approval workflow

Curriculum34 min

  • Intro
  • The Value of the Client Contracts Tool 10 min
  • Setting up the Client Contracts Tool
  • Create a Client Contract 3 min
  • Using the Client Contracts Tool
  • Create Schedule of Values for a Client Contract 2 min
  • Configure Prime Contract Change Order Tiers 2 min
  • Add Financial Markup to a Client Contract 3 min
  • Review & Resources
  • Client Contracts Resources & Review 15 min
  • Conclusion

About this course

The Client Contracts tool in Procore allows you to easily create and manage a contract with an upstream client, and keep track of all change orders and related items.

 

  • Create a client contract that includes a comprehensive schedule of values and manage contract access permissions
  • Import a schedule of values from CSV or add line items manually by cost code
  • Email completed contracts to key stakeholders and change the contract status when approved
  • Manage the Client Contract Change Order (CCCO) process and approval workflow

Curriculum34 min

  • Intro
  • The Value of the Client Contracts Tool 10 min
  • Setting up the Client Contracts Tool
  • Create a Client Contract 3 min
  • Using the Client Contracts Tool
  • Create Schedule of Values for a Client Contract 2 min
  • Configure Prime Contract Change Order Tiers 2 min
  • Add Financial Markup to a Client Contract 3 min
  • Review & Resources
  • Client Contracts Resources & Review 15 min
  • Conclusion

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