Customer orders

After you've built out your budget, it's time to send it to the customer for approval. There is a laundry list of names that are used to describe this agreement, most notably estimate, proposal, quote, or contract. JobTread uses the blanket term "customer order" but you can change what appears on your documents in your organization settings. To begin, navigate to a job, select the Customer Order tab, and click New Customer Order in the top right. 

This will throw you into your "document builder." Select which budget items you'd like to include on the estimate. More often than not, this will be the entirety of your budget but you can choose to send parts of the project by deselecting the items you'd like to exclude.

Each section in this document is editable. The changes you make are specific to the document and will not be applied elsewhere. For example, if you click on a line item and adjust the description, this will only impact the document that you're editing - it will not be copied back to the budget. This allows you to tailor documents on a customer by customer basis. If you'd like to write out a longer explanation about the scope of work, or maybe clarify the details of individual line items, simply click on those sections and make your desired changes.

When you submit the order, it will enter "draft" mode but still can be edited until sent to the customer. If this is your first customer order on the job, this will add an "approved price" and "projected profit" column your budget table.

If everything looks good on the order, click Send to Customer on the righthand toolbar. This will send your estimate as a branded PDF to the customer. This will also move the request to "pending." Note: You can bypass sending an email if you click Mark as pending

If the customer agrees to the order, go to the customer order and click Mark as approved from the righthand toolbar. You'll be asked to provide a reason - this can be a short comment regarding how or where the customer approved (i.e. signed agreement submitted via email). After the terms have been agreed to, let the work commence! Customer invoices can now be generated directly from the order.