It's common for customers to request additional work after a project has already started. We have a feature that simplifies this process for you and your team ➡️ Additional Work!
How It Works
Once an estimate is accepted, you can add change orders to the PaintScout estimate or invoice. These changes are added to the Additional Work section, where they can be approved by the customer, office, estimator, or whoever is responsible.
You can add additional work to both estimates and invoices. If you invoice out of PaintScout we recommend only adding additional work to the invoice!
How to Add Additional Work to an Estimate or Invoice
1. Create an Area or Line Item as an option.
2. Select the item and choose Move to Additional Work from the toolbar that has appeared along the bottom of the screen.
3. The additional work will now appear in a Pending Additional Work section separate from the rest of the items on the estimate/invoice. The additional work will not be officially added to the estimate/invoice until it has been approved.
4. You can accept the additional items in two ways:
Click the orange Option Approval Required button to sign and approve the item(s). This is great for on-site approval.
Alternatively, you can send the estimate to the customer. They will now see a new button along the top to Accept Additional Items.
5. A window will appear where the customer can virtually sign and accept the additional work.
6. The additional work will then show as accepted (along with the date) and added to the total of the estimate/invoice.
Questions about the Additional Work Process?