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Change orders and extra work
The job is open, the customer is at work, and the technician is standing still. Whatever you do in the next ten minutes decides whether this is extra revenue or an argument.
A signed approval for work beyond what was originally agreed, with the amount, the reason and the time it was approved all on the same record.
Also called: supplemental approval · extra work order · variation · scope change · additional work authorization
Not a feature list. These are the three moments this exists for.
The service writer remembers it clearly. The customer remembers no such thing. Neither can prove it, and the card processor has already decided whose problem that is.
The most expensive thing that happens in the shop all week, and it happens several times a week, because the approval process is a phone call to somebody who is in a meeting.
Every dispute that starts with 'nobody told me' started earlier, at the moment somebody decided a phone call was enough.
The customer reads what changed and what it costs on their own phone, signs in half a minute, and the technician carries on.
Not an amendment to an amendment. A new amount is a new approval with its own signature, its own timestamp and its own record of exactly what was shown.
Original authorization, then each change in order, with dates. Which is what somebody asks for when a job is queried three months later.
Written estimates, overage thresholds, the notice a supplemental approval requires and whether an oral approval counts at all differ everywhere, and several states are specific about it. The starter documents mark those places for an attorney rather than inventing a percentage that happens to be wrong where you work.
The same document, sent by businesses that have nothing else in common.
The record carries what the customer was shown, when, from what device and network, and that they meant to approve it — considerably more than a note in a work order. Whether your state requires something particular in the estimate itself is a separate question, and the starter marks it.
Yes, through the API. The document is built with the job number, the customer and the amount already in it.
Nothing proceeds, which is the point. Reminders go out on the schedule you set, and the job shows as waiting on approval rather than as approved.
Free for the first 25 agreements a month. No card to start.