This is a legacy feature. Accounts created after April 2025 likely do not have access to this feature and should use the Proposals feature instead. Adding additional works to an existing job allows you to quickly create a mini estimate for any new tasks identified during a visit. You can choose to link the additional work directly to the existing job or generate a separate job for future scheduling.
When to Use This Feature
This function is commonly used when an engineer completes the scheduled work but the customer requests extra work on-site. The customer can immediately accept the estimate, or you can log it as a diary event for later.
View Setting
➡️ Go to the Additional works tab within the job.
Step-by-Step Instructions
Locate the Job:
Use the search bar to find the customer or their address.
Click the customer record.
Under 'Ongoing' jobs, select 'View' on the relevant job.
Access Additional Works:
From the job overview, click the "Additional works" tab.
Then select "Add new additional work" on the right-hand side.
Choose How to Add the Work:
You’ll be taken to a new screen with two options at the top:
Link to Job: Adds the task to the current job.
Create New Job: Generates a new job linked to the original one.
Enter Work Details:
Go to the Details tab on the left.
Type a brief description of the new task (e.g., “Install new tap”).
If needed, use the larger field to provide a more detailed explanation.
Set the Price:
Click the Prices tab.
Decide how you'd like the pricing to be displayed.
If you want a detailed breakdown, organise the price by category.
Schedule the Invoices:
Open the Invoice Schedule tab.
Choose when the invoice(s) should be sent (e.g., upfront, after completion, or split over time).
You can input a percentage (e.g., 25%) to split payments—the system will calculate amounts for you.
Preview and Send to Customer:
Select the Send to Customer tab.
Review the document preview.
You can choose to print or email the document.
Attach terms and conditions if required.
Record Customer Response:
Head to the Accept / Reject tab.
Record whether the customer accepts or rejects the additional work.
If accepted, the additional work is converted into a job.
By following these steps, you can easily respond to customer requests for more work during or after a visit without interrupting your main workflow.