Six flows, start to finish
Six places a job leaks money
- and what stops it.
Every product has change orders and a budget. What matters is the twenty minutes between a client tapping an upgrade and $3,500 landing on the right line. Here is each of those, step by step, with what it costs you today written next to what fixes it.
For: Anyone who has eaten an upgrade because it never got written up
- 1
Paint sits on the selections board with an $8,000 allowance and a decide-by date worked back from the lead time.
Win — The deadline comes from how long the order takes, not from when framing happens to end.
Without it — A six-week window order decided the week framing finishes is already late, and nobody notices until it is.
- 2
The client opens their portal link - the same one they already have. No account, no app, no password.
Win — One link for everything they owe you an answer on.
Without it — Chasing a client who never installed anything, by text, at nine at night.
- 3
They pick the $11,500 one. The screen tells them the allowance is $8,000 and this is $3,500 more - before they commit.
Win — They see the overage themselves, in their own time.
Without it — You having that conversation after the paint is on the wall.
- 4
One click raises a change order for the $3,500, against the paint line, already written.
Win — Thirty seconds, and it is on the right line.
Without it — A $3,500 upgrade that never became a change order, because writing one up took twenty minutes you did not have.
- 5
The client approves it on the same link.
- 6
The paint line goes from $8,000 to $11,500 and says so: "incl. $3,500 CO". Your original estimate is untouched underneath.
Win — At the end of the job you can still tell a bad estimate apart from a client who kept adding.
Without it — Most tools overwrite the budget when a change order lands. That answer is gone for good.
- 7
When you order it, the supplier and the real price land on the same line.
A signed change order, on the right line, before the tin is opened.
Every one of these is running today, not on a roadmap. See the full feature list if you would rather check it off against your own.
See one of these on your own job
Bring a job you are already running into SyteNav and watch the first sub bill land on the right budget line.
Invite-only beta. Free while you're in it. Tell us about your company and we'll get you set up.