Estimates & Invoices

How to Handle Estimate Change Requests from Customers

Process customer change requests for estimates in Local Business Pro and resend updated quotes efficiently.

beginner 4 min read change-request estimate modifications customer
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Quick Answer: When an estimate shows 'Need Changes', open it, review the customer's requested modifications, make the updates, and resend. Respond same-day for best results.

Step-by-Step Process

  1. Navigate to Operations > Estimates
  2. Filter by Need Changes status
  3. Open the estimate to see customer comments
  4. Review what changes were requested
  5. Edit the estimate - adjust line items, pricing, scope
  6. Add a note acknowledging their feedback
  7. Click Resend to deliver the updated estimate
  8. Follow up with a call if changes were significant

Common Change Requests

  • Price adjustment - Customer wants lower cost
  • Scope change - Add or remove services
  • Timing - Different schedule or timeline
  • Materials - Different products or brands
  • Payment terms - Different payment schedule

Frequently Asked Questions

Q: How quickly should I respond to change requests?
A: Same-day is ideal. Fast responses show professionalism and keep the deal moving.

Q: What if I can't accommodate the requested changes?
A: Call the customer to discuss alternatives. Sometimes there's a middle ground.