Variations: fold vs linked

Extra or changed work is handled one of two ways, decided by whether the original quote/invoice is still open.

Stage Decision Office ↔ field hand-off Optional / branch Finished

Field Extra work agreed

Office Add a variation

Office Original still open?

Quote/invoice still OPEN

Office Fold into the quote one document

Customer Re-issue / collect

Invoice already ISSUED

Office Linked variation invoice separate document

Customer Approve + collect

Folding keeps one clean total while the deal is open; once the invoice is issued a variation becomes its own linked invoice so the paid trail stays honest.

Other workflows

Quote to paid job The canonical path a job travels: quote the work, win it, take the deposit, do the job, invoice, and get paid — where complete means paid in full. Timesheet week to pay run How a week of field time becomes a synced pay run: clock time, geofence suggestions, gap-fill, submit, approve, lock and export. Recurring / maintenance contract A service agreement auto-schedules visits on its recurrence, each visit runs like a job, and billing follows the agreement's mode (per visit, per period, or a pre-paid block). Emergency dispatch First-to-accept dispatch for urgent call-outs: broadcast to nearby available crew, the first to accept takes it, then it runs pay-as-you-go with no quote up front.