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How do I create a variation?
How do I create a variation?

Variations can be created from scratch, or can be created from an existing quote.

Team Codafication avatar
Written by Team Codafication
Updated over 10 months ago

Depending on your variation requirement, you may want to create it from scratch, or use an existing quote.

Steps to Creating a Variation from Scratch

  1. In your Pulse job, open the "Create" button.

  2. Select "Quote"

  3. This will open the Quote

  4. Use the drop-down option on the left-hand side to change the Quote Type from "Quote" to "Variation" (or "Negative Variation")

    Steps to Creating a Variation from an Existing Quote

  1. In your quote, open the "Create" button and click "Duplicate Quote". This creates a new, separate copy of your quote with a new quote number.

  2. Use the drop-down option on the left-hand side to change the Quote Type from "Quote" to "Variation" (or "Negative Variation")

    You can now make your changes as necessary. Don't forget, you can use the "Attachments & Notes" section to add supplementary notes and images to support your variation.

Creating a Variation for a Works job from an Assessment Quote

If you've created a quote for an insurer on an assessment job and been approved, but now need to perform a variation against your authorised works job, follow these steps:

  1. Start on your Works job

  2. Click on the 'Assets' tab

  3. Click on the "VIEWING ASSETS FOR" dropdown and switch from "Works Job" to "Assessment", so that you can view the authorised quote from the assessment job

  4. Open the original authorised quote by clicking on the eye icon.

  5. Follow the above steps to create a variation quote type

What's the difference between new revision and duplicate?

A new revision creates a copy of the quote, superseding the previous quote. You may want to create new revisions under the following circumstances:

  • You are required to keep the same quote number, but create a new copy of the same quote

  • When amendments are required, ie, an insurer has requested cost to be adjusted; or a new item added. E.g. “Hi Team, the customer is happy for repairs to proceed, but has noticed the letterbox missing form the scope. Can you please add this to your quote so that we can then approve it.”

Revisions will affect which quotes are available in the assets table. Ie, you will not see revision 1, revision 2 and revision 3 all in the asset table – you will only see the most recent revision (as it is considered the only “active” quote).

A duplicate quote creates a stand-alone copy, separate to the original quote. You essentially have two separate quotes now, both considered “active".

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