Onsite quotes and variations

Agreed with a nod.
Disputed in March.

Price the extra work where it happens, get it signed there, and convert it into a variation without anybody retyping it.

A manager on site studying drawings, working out what the extra work is worth
In plain terms

A variation is work that was not in the contract and now has to be done anyway. Variation software exists because the money is agreed on site, in a hurry, by people who are not the commercial team, and the record of it is usually a notebook.

Unibuild prices the extra work at the point it comes up, from the job's own price list and rate card, produces a document for the client with your costs and margin left off it, captures a signature, and turns the agreed figure into a variation on the project without anybody typing it a second time.

How extra work usually goes

Priced in a notebook, agreed with a nod.

Then disputed three months later, when the only two people who were there remember it differently.

Sent and agreed
Two different documents. Nobody can say which one the client actually accepted.
Argued at final account
A price changes
After approval, and nobody notices, because there is no record of what it was.
Silently rewritten
The only copy
Shows your cost and your margin, and site staff are the ones handing it over.
Margin on the table
Approval
An email saying yes, fine. From whoever happened to be looking at their phone.
Anybody can commit you
Retyped as a variation
Introducing an error. Or never converted at all, and simply never charged.
Work done for nothing
Sitting with the client
Unanswered. Nobody knows how many, or for how much, or for how long.
Invisible exposure
The underlying issue The money is agreed on site by people who never see the contract So the record has to travel
What the module does

Six decisions that keep the extra work chargeable.

Priced where
it comes up

01

The quote is raised against the job, on site, from the job's own price list and rate card rather than from a number somebody estimates standing in a corridor.

  • Structured into sections rather than a single figure
  • Materials, labour, testing and strip out priced separately
  • So the same basis as the original tender, not a fresh guess
  • Raised in minutes, while the client is still standing there
Priced properly, quicklyLive

Your margin stays
off the site copy

02

Site level roles are served a document with no prices on it at all. What the client sees is what you decided they should see, and what your operative can see is not your cost.

  • The person handing it over is not holding your build-up
  • Which is the reason most firms never let site quote at all
  • Cost and markup stay with the people who set them
  • One document, two audiences, no second file
Trusted to site, safelyLive

Signed at
the point of agreement

03

The client agrees it there, on the phone, against the document that was actually shown to them, rather than by an email that says yes to something nobody can now produce.

  • The sent version and the agreed version are one record
  • With the date, and who signed it
  • Which is the whole difference at final account
  • No retyping between agreeing and recording
Evidence, not recollectionLive

Approved by
somebody named

04

Approval is a role rather than whoever replied first. The person who can commit the business to a price is the person the system lets commit it.

  • Stamped with who approved it and when
  • A price that changes after approval leaves a trace
  • So a routine edit cannot quietly rewrite what was agreed
  • And a director can find out who said yes
Authority, recordedLive

Converted, not
retyped

05

An agreed quote becomes a variation on the project directly. This is the step that most often does not happen at all, and it is where the money actually goes missing.

  • No transcription, so no transcription error
  • It cannot be forgotten, because it is one action
  • The variation carries the agreed figure, not a rounded one
  • And lands on the job it belongs to
Charged, because it was recordedLive

You can see what
is outstanding

06

Every onsite quote sits in a state. Issued, agreed, or still with the client, so the exposure sitting unanswered is a figure rather than a feeling.

  • How many, for how much, and for how long
  • Chased on purpose rather than when somebody remembers
  • Visible to the commercial team, not just to site
  • Which turns extra work into forecastable income
A number, not a feelingLive

Ask what happens to the extra work you did last month.

Most firms can tell you what was quoted and what was invoiced. The gap between them is variations that were agreed on site and never converted, and it is almost always larger than expected.
Book a demo 30 minutes. The demo runs on our own data.
The detail that decides it

Why firms stop letting site price anything.

Almost every contractor has tried it once and pulled it back. These are the six reasons, and what has to be true for it to work.

Because the document showed the margin

The usual arrangement is one spreadsheet, printed. That means the operative holding it can read your cost and your uplift, and so can the client if they lean over. Serving site a version with no prices on it is the single change that makes delegating this survivable.

Because the price was guessed

Somebody standing in a plant room estimating a figure will be wrong, and usually wrong downwards. Pricing from the job's own price list and rate card means the number is the same number the tender was built on, which is both more defensible and more profitable.

Because anybody could agree anything

If approval is an email, the business is committed by whoever answers fastest. Making it a named role with a stamp on the record is unglamorous and it is what lets a commercial manager sleep while site staff quote work.

Because it never became a variation

This is where the money goes. Work is agreed, done, and then never converted into anything chargeable, because conversion was a separate job somebody had to remember. Making it one action rather than a retyping exercise is the difference between recovering it and absorbing it.

Because nobody could prove what was agreed

A signature captured against the document that was shown, with a date, is worth more at final account than any amount of recollection. The reason to do it at the point of agreement rather than afterwards is that afterwards never comes.

Because the client stopped answering

An onsite quote sitting unanswered is exposure, and it is invisible unless something is counting it. Being able to say how many are outstanding and for how much turns a vague worry into a chase list somebody can work through on a Friday.

The variation is agreed. Getting paid for it is a separate fight.

Once it is on the project it has to be valued, applied for and defended, which is where the rest of the commercial modules come in.
How the work gets valued Or call the office on UK hours
Questions

Asked before
site is trusted with it.

Will site staff see our costs and margin?+
No. Site level roles are served a document with no prices on it at all. That is deliberate and it is the single thing that makes delegating onsite quoting survivable, because the usual arrangement is one printed spreadsheet showing your cost and your uplift to whoever is holding it. Cost and markup stay with the people who set them.
How is the extra work priced if the office is not there?+
From the job's own price list and rate card, in sections for materials, labour, testing and strip out, rather than as a single figure somebody estimates in a corridor. It is the same basis the original tender was built on, which makes the number both more defensible with the client and, in practice, higher than the one a person guesses standing in a plant room.
Who is allowed to approve one?+
A named role rather than whoever replies to the email first. Approval is stamped with who gave it and when, and a price that changes after approval leaves a trace, so a routine edit cannot quietly rewrite what was agreed. If a director asks six months later who committed the business to a figure, there is an answer.
What stops an agreed quote never being charged?+
Converting it into a variation is one action on the agreed record rather than a retyping exercise somebody has to remember. That is the step that most often does not happen in a manual process, and it is where the money actually goes: work agreed, work done, nothing chargeable created. Because nothing is transcribed, nothing is mistyped either.
Can we see what is sitting with clients unanswered?+
Yes. Every onsite quote holds a state, so you can say how many are outstanding, for how much, and for how long. That turns an invisible exposure into a chase list. Most firms are surprised by the total the first time they see it, which is usually the moment the module pays for itself.
Does the client sign on site, or afterwards?+
At the point of agreement, on the phone, against the document that was actually shown to them, because afterwards tends not to come. The sent version and the agreed version are one record with a date and a name on it, which is the difference between a defensible position at final account and two people remembering a conversation differently.
Is this the same thing as day works?+
No, and the distinction matters commercially. An onsite quote prices a defined piece of extra work for an agreed sum before it is done. Day works records time and materials spent on instructed work where no price was agreed in advance, signed when it is instructed and again when it is done. Most jobs need both, and the mistake is using day works because pricing the work felt like too much trouble at the time.
Next step

Work out what last year's nods were worth.

Operatives working among reinforcement on a slab, the kind of extra work agreed on site
The point The extra work was done either way. Only the record decides if it was paid for So the record is the product
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