A CLEAR PATH FROM PROPOSAL TO APPROVAL
Keep your customer
part of the project.
Give customers a private place to review estimates, see project updates and respond to changes in scope and price.
Loading your projects…
Sign in to manage customers →01 / Customer access
Not enabled02 / Publish an estimate
Create / edit estimate →03 / Create a change order
A change order requires an approved base estimate. Enter a positive amount for extra work or a negative amount for a credit. Include applicable taxes in the adjustment.
Published proposals & decisions
Approved and declined proposals remain as records. You can withdraw a proposal while it is pending.