Upgrades or Overages to Base Contracts

Updated

Upgrades

When a customer wants to upgrade materials and you need to keep track of the cost differences between the main (original) quote and upgrade options, this is the tool for you!   This tool is most helpful when dealing with Builder versus Tenant upgrades or Insurance Company versus Homeowner upgrades.  Billing can be split amongst the billing entities (two billing entities per Sales Order) or consolidated into one billing entity.

Upgrades - Basics




Having trouble viewing the video, click HERE
  1. Create the Base Bid
  2. Set the Standards by using the Template/Upgrade Action Button
  3. Change Product Selections by using the Entry tab
  4. The Standard value and Upgrade value will display on the Template/Upgrade Action Button screen.  The system will track the price differences and total the Upgrade value as each change is made.  
  5. The Upgrades Tab will provide breakout to the Primary and/or Secondary Customer
  6. Print > Itemized > Upgrades

Upgrades - Continued



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  1. Revert Standards on the Template/Upgrade Action Button screen to Clear the Standards (reverses all entries since the Standards were Set)
  2. When the Primary Customer will pay the whole bill but needs the Upgrade value broken out:
  1. Define the Upgrade value by using the Upgrades Tab & Print >Itemized > Upgrades.   Save the Printout as a PDF and attach it to the JobMail tab or Forms Tab > Docs
  2. Use the Red Check icon  on the Template/Upgrade Action Button to consolidate the Upgrade value back into the Standard value

Upgrades - Split Billing  




Having trouble viewing the video, click HERE

From one job, you can create two Invoices for two different billing entities.  The Standard value will go to Primary Customer and the Upgrade value will go to the Secondary Customer.  
  1. Create the Base Bid
  2. Set the Standards by using the Template/Upgrade Action Button
  3. Change Product Selections by using the Entry tab
  4. Transfer Button > Invoice Custom > Secondary Customer
  5. Transfer Button > Invoice Custom > Primary Customer

Upgrades - Bundling Upgrades 




Having trouble viewing the video, click HERE

When you need to present the Upgrade values in a Bundled format.
  1. Create the Base Bid
  2. Set the Standards by using the Template/Upgrade Action Button
  3. Build the standard Bundle on the Bundle tab
  4. Change Product Selections by using the Entry tab
  5. Build the Upgrade Bundle on the Bundle > Upgrade Bundle tab (this Bundle will only display the value difference by material/labor line)
  6. Print > Non-itemized > Upgrade Bundle for Secondary Customer
  7. Print > Non-itemized > Bundle for Primary Customer

Upgrades - Switch Allotments




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Swap the value for the original scope of work over to another scope of work.   Not just a Product Selection/ Quantity / or Sell Price change.    (IE: the Builders standard quote has carpet in the unit but the Tenant wants fancy ceramic tile instead or Tenant wants to add on some areas that are not in the original scope of work )
  1. Create the Base Bid
  2. Set the Standards by using the Template/Upgrade Action Button
  3. Add Lines for the new (different) Product Selections or additional areas by using the Entry tab
  4. Go back to the Template/Upgrade Action Button
  5. Copy the value of the original line(s)
  6. "Link Lines"  by Pasting that value onto the new Product lines
  7. Notice the values appear in the "Switch Allotment" column and reduce the value owed in the "Upgrade Amount" column
  8. Go to the Upgrades Tab
  9. Print > Itemized > Upgrades
  10. Delete the original scope lines by using the trash can icon on the Template/Upgrade Action Button
  11. Transfer Button > Invoice Custom > Secondary Customer
  12. Transfer Button > Invoice Custom > Primary Customer



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