How to Handle Estimate Change Requests from Customers
Process customer change requests for estimates in Local Business Pro and resend updated quotes efficiently.
Quick Answer: When an estimate shows 'Need Changes', open it, review the customer's requested modifications, make the updates, and resend. Respond same-day for best results.
Step-by-Step Process
- Navigate to Operations > Estimates
- Filter by Need Changes status
- Open the estimate to see customer comments
- Review what changes were requested
- Edit the estimate - adjust line items, pricing, scope
- Add a note acknowledging their feedback
- Click Resend to deliver the updated estimate
- Follow up with a call if changes were significant
Common Change Requests
- Price adjustment - Customer wants lower cost
- Scope change - Add or remove services
- Timing - Different schedule or timeline
- Materials - Different products or brands
- Payment terms - Different payment schedule
Frequently Asked Questions
Q: How quickly should I respond to change requests?
A: Same-day is ideal. Fast responses show professionalism and keep the deal moving.
Q: What if I can't accommodate the requested changes?
A: Call the customer to discuss alternatives. Sometimes there's a middle ground.
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Last updated: February 1, 2025