Intro to Contracts - Video Guide
https://www.loom.com/share/1a9b2055d0924ea4a6240764a9cb91a2
1. If you have not selected an agency yet, select one from your list
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2. Click on the "Contracts" option in the left menu, and you'll be able to create a new one
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3. Fill in the relevant fields for the contract, check over the preview on the right side, and click 'Generate'
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Here is a quick overview of the fields:
- Contractor - Select the freelancer/contractor that will be completing work and getting paid
- Customer rate - Specify the amount that the client will be paying per hour of work in USD
- Client source - Select one of two options
- I Met the client through Turtle - if you were introduced to the client through a member of Match.dev or TurtleOS.
- I Sourced the Client - if you are bringing your own client onto the platform
- Project - Select the project/workspace that you will be working and billing time in
- Additional Terms - Use this field to add any additional terms to the contract, you can use the dash ("-") at the start of a line to create a formatted list
When you are finished, click 'Generate' to create a contract link to share with your client. The contract officially starts when they click the "Start working with..." button on the contract
. This is what it will look like:
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4. The contract will now appear in the 'Pending' list until your client accepts it using the contract's public link
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