Frame module: Customers & Contracts

Contracts that drive commercial and facilities work. Connected to the full customer record.

Frame keeps contracts, SLAs, renewals, and compliance in one place. Every email, quote, job, invoice, and document is attached automatically. You always know what was agreed, what’s due next, and what’s at risk.

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Contract NameTypeAmountStart DateEnd DateStatus

Soft FM Contract (Cleaning + Waste)Soft Facilities Management$ 28011/02/202611/02/2026Active

Hard FM Contract (Maintenance + Repairs)Hard Facilities Management$ 38010/02/202610/02/2026Active

Security Services ContractJanitorial Services$ 3207/01/20267/01/2026Paused

Catering Services ContractLandscaping and Grounds Maintenance$ 3603/12/20253/12/2025Draft

IT Support Services ContractBuilding Maintenance and Repairs$ 4005/11/20255/11/2025Expired

Landscaping Services ContractSecurity Services$ 4208/09/20258/09/2025Terminated

Pest Control Services ContractWaste Management Solutions$ 46012/06/202512/06/2025Expired

Parking Management Services ContractHVAC Services$ 4801/04/20261/04/2026Draft

Utility Management ContractPest Control Management$ 3406/02/20266/02/2026Paused

Health and Safety Compliance ContractEvent Coordination and Management$ 5009/03/20269/03/2026Draft

What was agreed. What was done. What was promised. What is owed. A contract renewal should take ten minutes. Not three days of inbox archaeology. Most of it lives in inboxes and attachments. By renewal week, nobody agrees which version is true.

Contacts & Organisations

Multiple stakeholders, one record.

Frame

Customer record

Contacts and organisations

Add contacts and link them to organisations. A building might have a facilities manager, an accounts contact, and a site supervisor.

Structure

Connected

Everything nested under the customer

Contracts, linked sites, contacts, documents, and every operational record, all connected in one place.

Contracts

Scope, SLAs, renewals, and variations: tracked against the customer.

Contracts

Terms

Contract terms in the customer record

Store scope, SLAs, pricing, sites covered, and review periods in the same place your operation runs, so supervisors, ops leads, and accounts stay aligned.

Renewal

All visible early

Renewals and variations surfaced early

Track renewal dates, variations, and compliance obligations. Frame flags risks before they become churn, while Nexus prompts follow-ups automatically.

Communication history

Every email attached to the customer profile automatically

Communication

Auto-attached

Automatic email logging

Every email to or from a customer is attached to their profile automatically. No manual filing. See the full communication timeline across emails, quotes, jobs, invoices, and sales.

Intake

From inbox

Create customers from emails

An enquiry lands in the inbox from a new building contact. One click creates the customer with details pre-filled, and the email stays attached to the record.

New enquiry

Quote request: Harbour Tower night clean

“Can you quote a weekly night clean for Level 3 + Lobby at Harbour Tower? Need after-hours access and proof-of-work photos…”

Create customerLink to existing

New enquiry

HVAC filter change — Civic Centre

“Please quote a quarterly HVAC filter change across Levels 2–4 at Civic Centre. Include plant-room access notes…”

Create customerLink to existing

New enquiry

End-of-lease clean — Willow Creek Centre

“Need an end-of-lease clean quote for Suite 12, Willow Creek Centre. Photos and checklist on completion please…”

Create customerLink to existing

Financial records

Quotes, invoices, and payment history on every customer profile

Financials

On profile

Financial summary on the profile

See all quotes, invoices, and payment history directly on the customer record. Outstanding balance visible at a glance. Create a quote or invoice from the profile without switching screens.

Preview

Invoice

Audit-ready record

Quotes, invoices, jobs, and emails stay connected under the same customer.

Documents & Contracts

Compliance documents tracked with expiry alerts

Documents

Expiry alerts

Document storage

Attach contracts, compliance documents, insurance certificates, and agreements to customer records. Set expiry dates on files. Frame alerts you before they expire.

Alerts

Upcoming

Expiry example

Contract, public liability insurance certificate expires in 30 days. Frame alerts your ops lead automatically. Nexus can trigger follow-up reminders without anyone checking manually.