Variations

This article covers:

• Accessing Variations from the lead's left sub-menu
• The Variations list: Label, Name, Status, Builder Total (Ex), Markup (Ex), Subtotal (Ex), Total Cost, Est Margin, GST, Total Cost inc GST, Updated At
• Creating a new variation with the Add button
• Variation statuses: Draft, Approved
• How approved variations feed into the Financials > Bills screen

Step-by-step guide

1. Open Variations From within a lead or job record, click Variations in the left sub-menu.
2. Review existing variations The list shows each variation with its financial breakdown including builder cost, markup, subtotal, total cost inc GST, and current status.
3. Add a new variation Click the Add button (top right). Enter a label and name for the variation (e.g. 'Tiling'). Add the line items with quantities and unit costs.
4. Review the financials Check that the Builder Total, Markup, GST, and Total Cost inc GST are correct before sending to the client.
5. Approve the variation Change the Status from Draft to Approved once the client has accepted the variation. The approved value flows automatically into the job's financial summary.

Tip: Approved variations appear in Accounting > Jobs under the Approved Variations column and update the job's Remaining Balance in the Invoices screen.