One of the key benefits of using Bonsai's Contractor Management through Client Mode is the ability for contractors to sign contracts and submit invoices for their work with ease.

To access Contractor Management within your account, you must enter Client Mode.

To do so, navigate to your profile icon in the bottom left-hand corner and select 'Switch to Client Mode':

To get started, select the 'Contracts' page from the left-hand navigation bar. Select 'Create a Contract' button to create your first contract:

Choose from one of our many premade templates or choose the 'Blank Contract' template to build your own. If using a template, input the requested details and review the final copy.

Once your contract is finalized, click the 'Sign Contract' button and add your signature as prompted:

Select 'Confirm Signature' to officially sign the contract.

Finally, click the 'Send Contract' button to request a signature from your contractor.

First, ensure that the contractor is assigned to a project. Follow the steps outlined here to create a new project with your contractor.

When your contractor logs into their account with the email you invited them with, they will be able to access the project you've invited them to.

Your contractor can now create an invoice from that project page by navigating to the Billing tab and clicking the plus (+) icon. Once the invoice is finalized, the contractor can send it to you for payment.