A customer asks Wervel Construction for an extra niche during a bathroom renovation. This fictional job shows how to pass the change to the crew and include it in the commercial agreement.
Keep a new request with the existing building job.
During preparation, Nina Drost asks for an extra bathroom niche. A small change can affect materials, work and scheduling. The original job provides the starting point for assessing those effects.
Keep the request with the renovation and show what still needs checking. Tijn can see that the niche is a request, not yet approved work. The job, location and contact details do not need to be entered again.
Can you add the bathroom niche as well? We would like to know the extra cost first.
Have extra work approved before the crew starts.
Describe the change, its cost and its effect on the schedule. Keep the extra work proposal with the original quote so the customer can see what changes.
Record approval with the job and share it with the crew. If a document needs signing, keep the signed version accessible through SignIQ. A passing comment in a conversation should not be mistaken for a confirmed instruction.
Connect preparation to the schedule.
Tijn and Bo are preparing the bathroom. The tiles have arrived, but they still need to know what has been approved for the niche and which materials it needs. Schedule the change after checking those dependencies.
Keep work agreements, material details and the checklist with the job. A colleague taking over on site sees the same starting point. Record deviations and outstanding issues for the office during delivery.
- Bathroom renovation10 Sept · 10:00 · Tijn VermeerPreparation
- Rear extension11 Sept · 11:30 · Tijn VermeerIn progress
- Kitchen preparation12 Sept · 13:00 · Tijn VermeerSite survey
Show the customer the correct version.
A renovation produces photos, revised agreements and progress messages. When answering by email or phone, make clear which version of the job the answer refers to.
Share agreed documents and handover information through the customer portal. The customer can find the extra work proposal while internal calculations and preparation remain separate. Choose which documents to make available.
Bathroom renovation. Renovate the bathroom to the approved layout. An extra niche has been requested. The customer wants to review the additional work first.
Drost family · Nina Drost. Renovate the bathroom to the approved layout. An extra niche has been requested. The customer wants to review the additional work first. Agreements and feedback are kept with this record.
Connect instalments and extra work to the approval.
Before invoicing, the office checks which instalment is due under the agreement. Approved extra work may have a separate arrangement. Check the description and invoice date against the documents in the record.
After handover, record remaining issues and any follow-up inspection. Sending an invoice does not mean every practical agreement is complete. Keep the remaining work visible to the person responsible.
Prepare the invoice from the job.
Link the instalment or approved extras to the building job. Check what has actually been delivered.
Bathroom renovation · BOU-2026-118
Amount and invoice date: as specified in the reviewed quote or agreement.Example data. Actions stay in this demo. Nothing is sent, signed or invoiced.
Fit the setup to your building jobs.
Bathrooms, extensions and full renovations have different stages and handovers. Choose the details to track for each job, such as crew, material status and handover issues. Each stage should give the next colleague the information they need.
Try adding a field or status below. Customer contact, quotes and invoices remain part of the work around the building job.
Turn your work into an initial setup.
Try a proposal, edit it and see the result in this demo. This example uses preset proposals for each workflow. Later, you can work with Rio on a personal example for your business.
Changes apply only to this demo and are cleared when you reload or switch industries. We discuss availability and the setup of your own workspace with you personally.
