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Create

Efficiently Create and Manage Contracts with These Six Steps:

Duration​

Define the contract period by specifying the start and expiry dates. This step ensures that all contractual obligations are clear and time-bound.

  • Select and dates and click on the Next button.
Note

Expiry date should be equal to or greater than start date.

Office/Cabin​

Select the office or cabin associated with the contract. This allows you to allocate specific resources or spaces as part of the agreement.

  • Click on Select Office / Cabin button.

  • Select the office that you want to allocate with the flow of Floor -> Unit -> Office.

  • Select the check of Furnished and Un-Furnished.

  • Click on Add button.

  • After the selection of offices click on Next button.

Note

A contract can have more than one office, so you can add more offices by clicking on the Select Office / Cabin.

Customer​

Enter the details of the customer involved in the contract. Include essential information such as name, email, DOB, trade number, and any other relevant data to ensure accurate record-keeping.

  • First, select the customer type.

  • New Customer

    • Click on New Customer radio card.
    • Add the new customer information in the form.

  • Existing Customer

    • Click on Existing Customer radio card.
    • Select the customer from the given dropdown.

  • After selecting the customer, click on the Next button for the next step.

Payment Details​

Provide the payment terms and conditions. This includes specifying the contract amount, discount, taxes, payment terms, and other details required for the contract.

  • Add the Rent Amount and Discount if you want to add.

  • Now add the Ejari type by selecting the radio button.

    • Add Ejari:

      • After clicking on add the Ejari you want to get.

    • Inclusive:

      • Ejari amount already added in the rent amount.

    • Ejari Not Required:

      • Indicate that not required for the current contract.

  • Check the VAT checkbox if you want to apply it. The VAT percentage is predefined for the current property.

    Note

    A property has multiple taxes that are added in the property detail view.

    • Click on Shortcuts and Select the Properties Menu.

    • Click on the Property card.

    • Add the tax information and click on the create button.

  • Check the Security Deposit checkbox if you want to apply it.

    • Select the Mode.
    • Add the Deposit Amount.
    • Add the Deposit Note if needed.

  • Check the Terms of Payment checkbox if you want to apply it.

    • Click on Add New and add the term.

    • Add the information and click on the Add button.

      Note

      You can add multiple terms and as well as you can edit and remove them.

  • Click on Next button.

Sales Lead​

Associate the contract with a specific sales lead. This helps in tracking the origin of the contract and understanding the sales process better. You can also skip this step if you don't want to add.

  • First select the Sale Lead type.

    • New Sale Lead

      • Click on New Sale Lead radio card.
      • Add the new Sale Lead information in the form.

    • Existing Sale Lead

      • Click on Existing Sale Lead radio card.
      • Select the Sale Lead from the given dropdown.
      • Add the commission.

  • After selecting the Sale Lead click on Next button for the next step.

Note

This step is totally optional. If you want to add, you can; else, skip it.

Review​

Review all the details before finalizing the contract. Ensure that all information is correct and that the terms and conditions are clearly defined. Make any necessary adjustments before submitting.

  • Just Review the whole contract.

  • Click on Agree button and then click on Submit button.