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Contract Management
Getting started with contract management
Getting started with contract management
Manish Balaji avatar
Written by Manish Balaji
Updated over a week ago

Contracts are part and parcel of any transaction between an MSP and their clients. It's an assurance that aligns both parties on the services to be delivered, and the compensation that's to be paid for them. A good contract management tool makes it easy for MSPs to build contracts, send them, and keep them updated with minimal effort.'s contract management helps you build and manage contracts with ease. You can add work logs to invoices in a few clicks, create custom pricing, automate recurring invoices and much more.

In this section you'll learn how to:

  • set up your MSP's service catalog

  • create a brand new contract template

  • set up a client contract from scratch

  • manage the invoicing process, end to end

Things to know

Before we jump into setting things up, here are some things about our contract management that you should know:

  • Your service catalog is the single source of truth for a list of all the products and services your MSP provides. You can manually add the list of service items, or import your catalog from tools like QuickBooks and Xero.

  • If you integrate with invoicing tools like QuickBooks and Xero, your service catalog will be synced with the tool. Once you do so, you can add new service items or edit existing items from QuickBooks/Xero and import them into; you can't modify the service catalog directly within the platform.

  • Payable services fall under two categories: contract invoice items and custom pricing. Both list the same items from the service catalog, but the latter lets you add discounts and modify the pricing while the former does not allow for any modifications to the service item.

  • You can approve which items and work logs make it to the client's invoice; once you approve a service item, it'll be added to the invoice and will appear on the invoice once it's generated.

Terms we use

Block hours

This is used to represent a fixed amount of time that's paid for by the client each month, from which hour-based services are deducted from. Services deducted from these block hours are not included in the generated invoices.

Invoice line item

This refers to a single entry made in an invoice. For example, 10 laptops at $1000 each, and 5 printers at $200 each, are considered as two line items on an invoice.

Invoice audit

This section is where you decide which service items make it into the client's invoice. Here, you can approve/reject service items, and modify the quantity and cost of the items before you approve them.

Now you have all the context you need to glide through the resources in this module to find the solutions you're looking for!

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