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You run contracts day to day: create and edit contracts and work items (including rates), maintain Rate Cards, allocate Field Technicians, use View Progress, and create dockets online or offline. You can also manage Users (except the Administrator), Clients (all statuses), and Organizational Profile. Audit Log and Progress Claims stay with the Administrator.

What you see in the menu

  • Overview
  • Contracts (Active, Completed, and Inactive)
  • Dockets
  • Under Settings: Users, Clients, Organizational Profile

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