Document choice
Estimate vs. work proposal vs. service authorization
These documents can contain similar scope and pricing information, but they serve different moments in the customer relationship. The clearest choice is the one that accurately describes what the customer is deciding.
Estimate or work proposal
Use this before the original planned job. A budgetary estimate communicates an expected range or approximation. A fixed-price proposal offers defined work at a stated price. A time-and-materials proposal explains how labor and materials will be charged.
Change order
Use a change order after an original agreement or job is established and the scope, quantity, material, price, or schedule changes. Tie it to the original job or work-order number so both records stay connected.
Service authorization
Use a service authorization for a recommended repair, treatment, installation, or field service that needs permission without being framed as a construction change. It works well for recurring service companies and technicians who discover a new need during a visit.
A practical decision rule
- Original planned work: estimate or proposal
- Modification to an agreed job: change order
- Newly recommended repair, treatment, or field task: service authorization
- Final request for payment: invoice from your accounting system
Put the approval in writing while the details are fresh
JustSignOff sends estimates, change orders, and service authorizations by text or email and keeps the signed PDF in one searchable dashboard.