There's always an opportunity to offer additional services to a client while your crew is on-site. With this feature, workers no longer need to call the office to update the estimate. Instead, the Crew Leader can instantly add the service to the job and estimate, ensuring a seamless workflow and a better customer experience.
- To access this feature, the Crew Leader should open a job and select Additional Work from the option menu.
Existing job services remain disabled (greyed out) and cannot be edited or deleted, while all additions made by Crew Leaders are logged with timestamps and user details to ensure accuracy and transparency.
Once added and confirmed, additional services cannot be edited or removed by the crew leader.
A new permission in the User Management, Add Additional Work to Job, controls access to this feature:
- Full: Crew Leaders can view prices, totals, and past services with pricing. The Sign Estimate button is available, allowing them to re-sign the estimate.
- Limited: Crew Leaders can view past services, but pricing information and totals are hidden. The Sign Estimate button is not available.
- None: Crew Leaders cannot add additional work