Change Orders
How do you make an official change order after the customer already approved the estimate? Something that they can sign so it's recorded.
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Great question Mark! Currently there isn't a way to have your customer sign for the change only.
The best way currently is to navigate to the existing estimate, click on the tri-dots>Copy Estimate, and select your customer.Then, your estimate will be recreated in the editor. From here, you can add the changes, and re-send to your customer for them to sign again. Once they do that, you can go back in to the old estimate and manually reject it (this doesn't send a 2nd notification to your customer). Essentially the new estimate with your changes replaces the old.
Let us know whether this helps or there is anything else you'd like to solve for and we can take a look, thanks for your post!
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