Variations

Track client-approved changes with a legally defensible paper trail.

Total

Pending

Approved

Declined

Value approved

Variation Amount approved

Variations by status

Approved value

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No variations yet

Create a project first, then add a variation to send to the homeowner for approval.

Variation #	Project	Homeowner	Description	New price	Variation Amount	Status	Sent	Approved	Actions
									Sure?

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No projects yet

Create a project to start sending variations for approval.

Project	Address	Homeowner	Email	Phone	Status	Variations

📝

No saved descriptions yet

Add ones you use often — they'll show up as suggestions when you're adding line items to a variation, and new ones you type there get saved here automatically. Kept separate from Invoice's saved descriptions.

Description

Project details

Project name *

Address

Status

Builder reference ? If "Use each project's Builder reference for numbering" is on in Settings → Document numbering, this project's variations are numbered from this reference (e.g. ABC8B-0001) instead of the shared Variation sequence. Leave blank to always use the shared sequence.

Homeowner

Homeowner name *

Email *

Phone

Project details

Project name *

Site address

Homeowner

Full name *

Email *

Phone

⚠️ You need to create a project before adding a variation.

Project

Select project *

Project can't be changed on an existing variation — cancel this one and create a new one if it's for a different project.

Variation details

Description *

Builder notes (optional)

Attachments (optional) — max 5 files, 3 MB total

📎 Click or drag files here

JPEG, PNG, WebP, PDF, Word, Excel · 3 MB total max

Attachments are kept on file regardless of outcome (approved, declined, or cancelled).

Variation #

Pricing format

GST

Price display (PDF & approval page)

Ignored while "Hide price from homeowner" is on below.

Hide price from homeowner

The homeowner won't see any $ figures on the approval page, in emails, or on the work order — just the scope/quantity of each line. just a note pointing to your builder notes below.

Email subject

Tip: keep {project_name} if you want it filled in automatically.

CC (optional)

Extra people to loop in once the homeowner has approved — added to the confirmation email with the signed work order, not the initial approval request (which carries a one-click decision link).

📧 An approval email will be sent to the homeowner immediately. The link expires in 7 days.