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Preview documentation. These guides describe the planned product. Accounts and integrations are not open yet.

Versions & change orders

Accepted stays accepted. Changes become a new version or a change order.

3 articles · 3 min in total · Best read in order, top to bottom.

All topics

01Change an estimate after you sent itYou cannot edit a sent version. A change becomes version 2; version 1 stays on record.Quick read

02Change orders after acceptanceExtra work is a separate agreement the customer accepts the same way, before the work is done.Quick read

03Price book changes and estimates already sentPrice changes are versioned, dated and approved. Sent estimates keep the prices they were sent with.Quick read

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