Let clients request changes on an estimate

A client who wants a bigger vanity should not have to decline the whole job. With Request changes on, they tell you what to change from the estimate link and the estimate stays open.

1. Turn it on once.

   Settings, Client portal, then switch on Request changes on estimates. It is off until you turn it on.

2. Send the estimate as usual.

   The client opens the link in the e-mail and sees Accept estimate, Decline estimate and, under them, Request changes.

3. The client writes what to change.

   For example: swap the vanity for a 48 inch one. The estimate keeps the Sent status, so they can still accept it.

4. You get the request.

   The person assigned to the estimate and the company admins get an e-mail and a notification that opens the estimate. The request is also in the estimate history.

5. Revise and send again.

   Edit the estimate and send it. The client accepts the new version from the same kind of link.

What changes for the client

Only the estimate page from the e-mail link gets the Request changes link. Accept and Decline work as before.

Questions

Keep reading

• Client portalYour clients get a portal at your company's address: approve estimates and change orders, sign contracts, pay invoices, send messages and share files.
• Estimates and invoicesCreate itemized construction estimates, let clients review and accept online, request a deposit, and turn accepted line items into the job budget by cost code.
• Draft an estimate with AIDescribe the work in a sentence and get estimate lines with quantities and prices, your price book first. You review every line before you send.

Questions? Write to hello@groundflag.com