Adding a Service


The Add Service is a form used to modify the Design Professional's scope of work as previously set by the design proposal. For example, if the design proposal's initial budget and time estimate for schematic design is expected to be exceeded, the design professional should submit an add service form to update the project budget.

Submitting an Add Service

An add service can be submitted by going to the project budget and clicking the Add Service button at the top.

  1. Select the team member who needs to approve the form. This is typically the homeowner.

  2. Fill out the rows with additional estimated hours, costs, and any supporting notes for each row.

    Add service sample rows

  3. Additional notes and longer text can be added at the bottom of the page.

  4. Hit the create button at the bottom of the page to send it off.

  5. The homeowner will probably have some questions for you before approving the form. You can edit the form if there are any changes (e.g., clarifications, corrections) to be made.

  6. The homeowner will then review and approve the form.

Editing an Add Service

An add service can be edited only if it has not been approved. To edit an add service, open it and click the edit button at the top right of the add service.

Canceling an Add Service

An add service can be canceled only if it has not been approved. The cancel button can be found at the bottom of the edit add service page.

Saving a Draft

An Add Service is a long form, and you may not have time to fill it in all at once. If you like, you can save a draft and continue working on it later. To save a draft of a Add Service, click the "Save and Finish Later" button circled below in red.

Sov form draft

Until you issue the form, only you can see the draft.

You can access your drafts on your dashboard.

To issue a draft, go to the form's edit page and click "Issue Now".

 

 

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