Record a Customer request or unexpected finding on the Project. Decide separately whether it changes the agreed work or price.
1. Record the finding
Open the Project’s Notes, choose Add note and describe the change. Include where it was found, what is known and what still needs checking. Choose Team visibility when colleagues need to review it.
Add supporting images or documents in Files.
2. Review the effect
Check the existing Quote, the Estimate and the planned Visits. Work out whether the finding affects scope, cost or timing. Keep internal discussion separate from a Customer-facing offer.
A note or drawing mark is not acceptance of extra work.
3. Prepare a Variation
Open Variations on the Project and choose Add variation. Enter a name and What is changing?, then create the proposal.
Follow prepare and agree a Variation to review the scope, price and recipient before sending.
4. Keep the Project current
Update the planned Visits when the schedule needs to change. Keep the accepted proposal and later billing separate: agreeing a Variation does not automatically issue its Invoice.
If saving is interrupted, retry the existing note or proposal and inspect the saved record before creating another.