Additional Work/Change Orders

Add change orders and additional work to accepted estimates or invoices with customer approval and signature workflows.

PaintScout's Additional Work feature lets you add change orders to accepted estimates or invoices when customers request extra work after a project starts.

How does additional work function?

Once an estimate is accepted, you add change orders to the Additional Work section. These changes require approval from the customer, office, estimator, or whoever is responsible before they affect the total.

You can add additional work to both estimates and invoices. If you invoice out of PaintScout, add additional work only to the invoice.

How do you 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.

Related articles

Working With Options

Create optional add-on items or services on estimates that customers can choose to include before accepting their quote.

Customer Accepted Options

Enable customers to add optional items directly to their estimate before accepting through the customer-facing interface.