Getting started

Choose the correct document type

The workflow is the same for every document, but the title and signature language should match what the customer is approving.

1. Use an estimate or work proposal

   Choose this for planned work before the original job begins. Select budgetary, fixed-price, or time-and-materials language based on what you are offering.

2. Use a change order

   Choose this when an existing agreement or job already exists and the scope, material, quantity, price, or schedule is changing.

3. Use a service authorization

   Choose this for a repair, treatment, installation, inspection finding, or field service that needs approval without being described as a construction change order.

4. Check your separate requirements

   JustSignOff documents do not replace licenses, permits, cancellation notices, or specialized contracts required for your industry or location.