FAQs | Page 4 of 4

Q: What do I do if I have a 'Variation' to add to my project?

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 your customer has secured the variation quote by paying the specified amount into the secure BNZ Trust Account (escrow account). Your 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 your customer's satisfaction.

Q: What do I do if I have a large project and I want to do it in 'Stages'?

Watch the explainer video . It’s really simple. Firstly, work out the logical 'Stages' of the Project. For example: 1. Design 2. Purchase Materials 3. Build 4. Finishing/Details Then create the quote in IPromise for 'Stage 1' including how much that Stage will cost. You can reference (if you have the detail) the rest of the Stages by uploading either an attachment or documenting within the quote builder function the rest of the Stages. Send the quote for Stage 1 to your customer and in order for you to start work, or order materials they will need to lock in the quote by paying the Stage 1 amount. You can then go into that Project Summary which will be ‘In progress’ and click on Add Stage / Variation. This will essentially duplicate the quote with your customer's details and you can update the quote with the details and price for Stage 2. The project will be automatically linked to Stage 1. Again your customer will need to lock in the quote by paying the Stage 2 amount into the secure trust account. Repeat for as many Stages as you need. These are all contained in a folder which makes managing the project very simple.