Services, Engagements & Contracts
Three core records structure your data. Build them in order.
Service
A service is what you deliver. Examples: Managed IT Support, Brand Strategy Consulting, Cloud Infrastructure Management.
Go to Configure → Services and click New Service. Fill in:
| Field | What it is |
|---|---|
| Name | Short, clear label. |
| Description | One or two lines on what this service delivers. |
| Category | Group label (Managed Services, Consulting, Support). |
| Owner | Person accountable for the service. |
| Portfolios | Optional. Add to one or more portfolios for top-level views. |
Engagement
An engagement is one instance of a service for one customer over a defined period. All finance, performance, and capacity data lives at the engagement level.
Go to Engagements and click New Engagement. Fill in:
| Field | What it is |
|---|---|
| Name | E.g. “Managed IT Support, Acme Corp 2026”. |
| Service | The parent service. Required. |
| Status | Draft, Active, On Hold, Completed, Archived. |
| Period | Start and end dates. |
| Delivery parties | Customer (who receives), deliverer (who provides). |
Contract
A contract is the commercial wrapper around one or more engagements. It carries the price, billing dates, rate overrides, and SLA terms.
Go to Configure → Contracts and click New Contract. Fill in:
| Field | What it is |
|---|---|
| Name | Short label. |
| Type | Fixed-fee, time-and-materials, milestone, other. |
| Value | Total contract value. |
| Dates | Start, end, renewal. |
Link the contract to your engagements. The contract’s rates feed labour cost calculations. SLA terms trigger automatic penalty detection during check-in.