Watch the explainer video.
The process is exactly the same as staging projects. Once a project is ‘In-Progress’ and a variation is required, it is important to identify this early with your customer and communicate (ideally through the secure IPromise chat) to explain the reasons for the variation and that you are going to require a formal variation.
You then go into the project summary and click on ‘Add Stage / Variation’, and simply explain in the variation quote what the specific variation is and the amount. Send this to your customer – we recommend you do not start the work on the variation until the customer has secured the variation quote by paying the specified amount into the secure BNZ Trust Account (escrow account).
The customer’s protection, once again, is that you don’t get the money until the approved project (in this case, a variation to a project) is completed to the customer’s satisfaction.