Scope of Work

A Scope of Work (SOW) is a document that outlines the specific tasks, deliverables, objectives, and timelines involved in a project or contract. It serves as a detailed agreement between the parties involved, clearly defining what is expected from each party to ensure a mutual understanding of the work to be performed.

In a typical Scope of Work, you'll find:

1. Project Objectives: The overall goals and desired outcomes.
2. Deliverables: Specific outputs or results to be completed by the contractor or service provider.
3. Timeline: Milestones and deadlines for the completion of the work.
4. Roles and Responsibilities: A clear definition of what each party is responsible for.
5. Resources and Materials: Any resources, equipment, or materials needed for the project.
6. Payment Terms: How and when payments will be made, often linked to specific deliverables or milestones.
7. Acceptance Criteria: How the completed work will be reviewed and approved.
8. Exclusions: Any tasks or responsibilities that are explicitly not included in the agreement.

The Scope of Work helps to prevent misunderstandings, manage expectations, and ensure that both parties are aligned on the details of the project or contract.

In Viberent, we offer a feature that allows you to send the Scope of Work or contract along with the quote PDF for customer confirmation. To enable this feature, please follow these steps:

1. Navigate to Configuration > Agreement Terms Configuration.
2. In the available options, select Scope of Work.
3. Enter the relevant details in the provided text area.

Additionally, we have included several help tags that will automatically replace placeholders with the actual values from the quote.

Once the configuration is complete, when you attempt to print the quote with the detailed layout, you will see an option labeled "Include Scope of Work". By selecting this option, the Scope of Work document will be automatically attached to the quote.

The same option, "Include Scope of Work", is also available in the email popup. By selecting this option, the Scope of Work document will be included as an attachment when sending the quote via email.