Callbacks, change orders and payments in the Bidroom

What it is

Three things that happen after an award. A change order adds or removes work and changes the price; the sub accepts or declines. A callback is a customer calling back about finished work; it stays tied to the original work order and the sub who did it. A payout request is the sub asking to be paid.

When to use it

Change order: the scope grew or shrank after the award. Callback: the customer reports peeling, a missed spot, anything that needs a return trip. Payout: when the sub finishes, or at a progress point.

How to

• Change order: on the work order, tap Change order, write what changes and the price difference. The sub sees it on their Bid board and accepts or declines; an accepted price lands on the work order.
• Callback: on the awarded work order, tap Log a callback: what the customer reported, who fixes it, the cost and who pays, a date. It appears under Callbacks with a status, and under the sub's name so you can see who generates them. Fix work order sends a $0 direct work order to the same sub with the callback text. The sub marks it fixed.
• Payments: subs' payout requests sit on top with Pay and Decline. Mark paid records the amount, how and a note. Holdback from your settings is kept until you sign off. 1099 totals gives each sub's paid total for the year, copy as CSV.

Which plan

Every plan for now.

When it goes wrong

A payout request you declined tells the sub why. Undo on a payment puts the work order back to unpaid. A callback logged against the wrong sub: tap Update and close it, then log it again from the right work order.