Learn how to amend an accepted quote and survey if your customer wants major changes. Step-by-step explanation for filling in the inventory list again after quote acceptance.
Problem
Your customer has already approved the quote and the move has been scheduled. But now your customer wants major changes after all: for example, filling in the entire inventory list again with different furniture and items. You don't know the best way to amend this without losing all the information.
Conditions
⚙️ Please note: This procedure is only needed for major changes to the survey itself. Do you only want to adjust a few lines in the quote? Then use the standard 'Decline and create a new version' function (see Changing an accepted quote).
This guide is intended for situations in which you:
Want to fill in the entire inventory list again
Are making major changes that affect not only the quote but also the survey
Step-by-step plan
⚠️ Important beforehand: Write down your scheduled appointments first!
Before you start, write down all scheduled appointments (dates, times, who is coming). This information will be temporarily lost and you'll need to enter it again later.
Step 1: Decline the quote
Go to the customer's file
Open the accepted quote
Click More actions → Decline
Step 2: Cancel the job
Go back to the file
Click More actions (at the top right of the job)
Choose Cancel job
⚠️ Please note: The scheduled appointments will now temporarily disappear. That's why it was important to write these down first.
Step 3: Reopen the job
Stay in the same file
Click reopen
You're now back in the initial phase
Step 4: Start the survey again
Click Start survey
You can now enter the entire inventory list again
Fill in all items as your customer now wants them
Step 5: Create a new quote and reschedule the appointments
Create a quote based on the new survey
Send the quote to your customer for approval
Once accepted: schedule the appointments again (use your notes from step 1!)
Result
You now have a completely new survey with an amended inventory list, a new quote that the customer needs to accept, and you can then reschedule the appointments. The job is back in the correct phase and you can continue preparing the move.
Cause / Background
Why can't this be easier? Bas Software protects accepted quotes and scheduled jobs to prevent mistakes. Once a quote has been accepted, agreements have legally been made about it. Major changes to the survey effectively mean a whole new quote. That's why you have to reset the job and start again.
Frequently asked questions
Can't I just amend the survey without redoing everything? No, once a quote has been accepted, the survey is 'locked'. This is to prevent things that have already been agreed with the customer from accidentally changing.
Will I lose my appointments? Yes, temporarily. That's why it's important to write them down first. After reopening the job, you can manually schedule them again.
Does my customer need to approve again? Yes, because technically you're creating a new quote. Your customer needs to approve this new quote, even if it looks like the old one. This is legally correct: changes require new approval.
Can I make small changes without this whole process? Yes! For small changes (for example, adding or removing a few lines), you can simply use 'Decline and create a new version'. You'll find that option under More actions in the quote. Then you don't need to restart the whole job.