When you need one
Materials or work added on a visit sit outside the agreed estimate until the customer agrees. The job shows Visit extras need agreement, and the amount that is not yet agreed by the customer. You have two ways to clear that:
Draft & send change order on the visit wrap-up is the same send. After it goes out, the banner says the change order is with the customer. The badge clears when they approve it. You can still record on-site agreement if they say yes later in person.
If the lines are not on the screen you are looking at, open the visit. The office view says to open a visit to see the extra lines.
What it does not change
The payment schedule on the job was copied from the estimate. After conversion, scope and installment changes go through a change order or an estimate revision. Editing the schedule on the job is not offered. The job says to edit the schedule on the estimate, then send a change order if the scope changed after conversion. Bill extra work on a staged job invoices lines that were added on a visit so they are not folded into a scheduled installment. That is billing. The change order is the agreement that those lines are allowed. A declined change order leaves the extras unagreed. Do not invoice them as if the customer accepted the original estimate’s price plus the extras.On the visit
Finish the visit only when the agreed work is done. Extras can still be waiting on agreement after the visit is finished. On the wrap-up:- Add work is how the extra lines get onto the visit.
- Draft & send change order sends those lines for approval. It is the same action as Send for customer approval.
- Customer agreed on site records a yes at the door. No message goes out.