If a client initials an optional service to be added to the proposal and signs the whole thing... is there a way to add that option without having to do a change order for the option or resseting the bid and losing the signature?
Question
Moving the initialed optional service to the scope of work
+2
+18You should be able to grab the optional service and pull it up to the contract? I think?
+2It wont let me. It seems once the opportunity is complete and sent off for signature I have to reset it to bidding if I want to add the optional services… but then I lose the clients signature if I do that.
+14Yes- be super careful of losing the signature. We typically will print the signed proposal before making any changes...keeping a copy of at least a signature somewhere. learned this the hardway.
+2-
swirtholg- Does that mean there isn’t a way to move the optional service to the scope without resetting it?
+14I think you can do it with a change order- but the results of losing the signature are the same.
We typically use it during the proposal process only. If someone wants it after the fact its a change order or a new proposal.
+251. They can approve the optional service in the customer portal (easiest way)
2. you can generate that service as a new work order proposal using the “optional services” tool in administration
- Save the signed PDF & generate the change order
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