Property Contracts

A Contract defines the cleaning service agreement for a property — what is covered, at what frequency, and at what price. Contracts are the financial backbone of the platform: they link tasks to billing and give clients visibility into what they are paying for.

Create a contract

1. Open a property
2. Click the Contracts tab
3. Click New Contract
4. Fill in:
   • Service scope — a description of what is included (e.g. “Daily office cleaning + monthly deep clean of all common areas”)
   • Start and end dates — used for expiry tracking
   • Visit frequency — daily, weekly, monthly, or custom
   • Contract value (AED) — the total value of the contract
5. Set status to Active
6. Optionally upload the signed contract document

Contract states

State	Meaning
Draft	Being prepared, not yet active — invisible to the client portal
Active	Currently in force, visible in client portal
Expired	Past end date — tasks can still be linked but no new recurring tasks are generated
Cancelled	Terminated early — all linked tasks are preserved in history

Contract value and scope in reporting

The contract value (AED) and visit frequency feed directly into reporting:

• The reporting dashboard shows total contracted value across all active contracts
• Task completion rate is calculated per contract — how many scheduled visits were completed on time
• Clients see their contract summary in the client portal, including tasks completed vs expected

This data is useful for client retention conversations and for identifying underperforming sites.

Linking tasks to contracts

When creating a task, select the relevant contract from the Contract dropdown. This:

• Ties the task to the contract’s billing period
• Includes the task in contract performance reports
• Makes the task visible to the client under their contract view in the portal

Note

Tasks do not have to be linked to a contract. Ad hoc or reactive tasks that fall outside a contract scope can be created without a contract link.

Renewing an expired contract

When a contract expires:

1. Open the contract record
2. Click Renew Contract
3. Update the start date, end date, and value as agreed
4. Set status back to Active

Renewing creates a continuation of the same contract record rather than a new one, preserving the full history.

Contract documents

Upload the signed contract PDF from the Contracts tab of the property. Uploaded documents are accessible to admins and provider managers. They are not visible to client portal users.

Next step

Creating Tasks