Options and add-ons the customer ticks

Offer choices with their own price, cost and margin; the accepted version records what was chosen.

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Most jobs have one or two decisions the customer cares about: a louvred or a fixed pergola roof, the decking grade, garden lighting, irrigation. Instead of deciding for them, put each as a priced option on the proposal page.

01
Add the option
On the estimate, mark a line as an option or an add-on and set its price, cost and margin like any other line.
02
Choices
Where the customer must pick one of two (roof type), group the lines as a choice. The total updates as they tick.
03
What is recorded
The accepted version records exactly which options were chosen. The signed PDF shows them, and the payment plan applies to the chosen total.

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How a customer accepts an estimateOpen the page, tick the options, verify with a 6-digit email code, accept. What happens on both sides.Quick read Change orders after acceptanceExtra work is a separate agreement the customer accepts the same way, before the work is done.Quick read

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