It's quite often the case that a customer decides they want additional work done after the project has already started. We have a feature that makes this process easy for you and your team.
How it Works
After a quote has been accepted, you can add change orders to the PaintScout estimate or invoice. Once they are added to the Additional Work section, they can then be approved by the customer, office/estimator, or whoever is responsible!
You can add additional work to estimates and invoices. If you're adding it to an estimate, you first need to make sure the feature is enabled in your account. Here's how to check this:
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 click 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 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?