The customer wants something different — what do I do?
Change what the job covers, with the customer's agreement.
Jobs change once you have seen them. Rather than arguing later, put the change in writing and have the customer agree to it.
Watch it on the real screens
Open the enquiry and find the Enquiry Details card at the top. Click Edit services.
Step by step
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Open the enquiry and find the Enquiry Details card at the top. Click Edit services.
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Tick the services the job now covers, and untick the ones that have dropped off.
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Add a Call note if this came out of a phone call — for example "Discussed by phone, customer added the outside tap" — then click Send Service Update.
What happens next
The customer has to accept the change before it takes effect. If a quote was already open it is withdrawn so you can re-price the new work.
Ready to do it yourself?
It opens in your dashboard. If you are not signed in yet, you sign in first and land right back there.