Agreements & Billing

Your agreement, your wording, auto-filled.

A configurable rich-text template with variables that auto-insert client, plan-manager, date, and line-item detail.

What you get with Service Agreement Builder.

Rich-text editor, HTML source and logo
Write your agreement your way, with rich text, HTML control, and your own logo.
Auto-inserted variables and line-item table
Client, plan-manager, dates and line items fill themselves in, so you never retype them.
Versioned templates; signed copies never change
Update the template freely; agreements already signed stay exactly as signed.

1

Configure the records, patterns, and rules for how your operation actually runs.

2

Automation handles the routine and prepares the outputs, with your managers keeping the review gate.

3

Approve what matters, act on what's flagged, and keep the evidence organised for audits.

From a configurable template to a signed PDF, in one flow.

Agreements are sent for secure electronic signing, and the signed copy is snapshotted and stored.

Agreement line items carry the funded supports, quantities, and budgets that feed claims.

Shifts become draft timesheets carrying pay levels and sleepover components, ready for approval and payroll.

Draft invoices from delivered supports, render PDFs, and carry your payment details.

Delivered supports, line items, and agreements come together as NDIS payment-request data.