Keeping a quote up to date

You price a job on Monday. On Tuesday the crew scrape a corner back and the base is half what you assumed.

Before, that fact reached the job and died there. Now the quote notices.

The rule

A new fact makes a quote out of date. It never makes it wrong, and it is never rewritten behind your back.

A quote you have sent is a promise with a date on it. Silently re-pricing it would undo that. So nothing changes until you say so.

The chip

An Out of date chip appears in two places: beside the status on your Quotes list, and beside the quote on the job.

It only appears when something has actually changed since you priced it. It is a comparison of facts, not a clock. A note written and then deleted leaves the quote current. Saving a quote for an unrelated reason does not make the chip go away.

Quotes written before this feature existed never show it. They recorded nothing to compare against, so they are left alone.

What counts as a change

A note somebody marked as "just a message for the office" does not count. Nor does a photo suggestion nobody accepted.

Doing something about it

Open the quote. A strip at the top says what changed, one line each.

You have two buttons.

Update the draft shows you a tick per line. Everything starts ticked. Untick anything you disagree with and tap Apply.

Leave it says you have seen it and you are pricing it as it stands. The chip goes. Some jobs you eat, and a warning you cannot dismiss is a warning you stop reading.

There is no text box anywhere in this. You are never asked to describe what you want changed. The app already knows what it learned.

What it proposes

Something spotted in a photo comes in as an option, unticked, at your catalogue price. So the total does not move until somebody ticks it, and the customer gets the choice.

A price you changed in your catalogue is offered as a swap, with the old figure shown beside the new one.

A line you typed yourself is never re-priced and never removed. Only you know what that one is worth.

If a photo finds something you do not sell, or something you sell in grades, nothing is proposed. A guessed price is worse than no price.

If the quote is already with the customer

Applying an update reissues it with a fresh validity date, rather than changing the copy they are looking at.

If the customer already accepted

Nothing here applies. Changing agreed work is a change order, and that is a separate conversation with the customer. The app tells you so and stops.

See also

• Before you price — where the new facts come from
• Quotes — building and sending one in the first place