Changing scope
Handle revised scope and additional work on the same file
Create replacement revisions, additional estimates, and multiple invoices while preserving which documents were sent, accepted, replaced, voided, and paid.
Use this when
Where this workflow fits
- The client changes approved scope before work begins.
- New work is discovered after the original estimate.
- Billing needs to be split across more than one invoice without losing the file history.
Inside Interdatum
What the CRM handles
- Send the original estimate and record the client's decision.
- Prepare a replacement revision when the original scope changes.
- Create an additional estimate for work outside the original scope.
- Create one or more invoices linked to the relevant accepted estimates.
- Retain superseded and void documents in the file timeline.
Good fit
Teams likely to use it
- Trades and specialty work with changing scope
- Jobs with add-ons or change orders
- Operators who need a clear estimate and invoice history
Free to start
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