Estimate Revisions

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According to some states, including California, you must document each and every change

in the estimated price for a job.

 

This is handled easily by using the Estimate Revision Button located on the Detail Tab of

the Estimate/Work Order/Invoice.

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Clicking on the Estimate Revision button displays the Revisions Window

 

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Clicking the Add Revisions displays this entry window for a NEW Estimate\

 

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You can then fill out the Authorized by - Phone - and how the authorization was obtained.

 

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The next time you do a revision, simply Click the Estimate

Revision button and then Add Revision.

 

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The revision will be added to the original.

 

This screen can also be manually edited at any time.

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This is an example of the Estimate Revisions on the Work Order/Invoice PrintOut

 

 

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