Send a change
Extra work or a saving, with the price and the date effect agreed before you start.
Step 1: Open the new change form for your job.
Step 2: Fill in What's the change? and Why?
Step 3: Fill in the four lists, the same as on a quote.
Step 4: Type the price. Use a minus sign for a saving.
Step 5: Type the Extra working days (0 if the finish date doesn't move). If it's more than 0, say Why the extra time?
Step 6: Check the panel What your client will see on the right (below everything on a phone).
Step 7: Press Send to your client's name to agree.
What happens next
The change is locked once sent. When your client agrees, the new total and handover date update for everyone. You can see where it's got to in the changes for the job.
Good to know
- Agree the change before you do the work. That's the whole point: no surprise bills.
Still stuck? Email hello@tidybuilder.com and a person will reply.