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.

Win — what you get Without it — what it costs

For: Anyone who has eaten an upgrade because it never got written up

  1. 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. 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. 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. 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. 5

    The client approves it on the same link.

  6. 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. 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.