You may want to reduce the scope of work you originally agreed to. You can do this within WorkflowMAX to track your original scope vs the current variation.
Please note: Variations are available on the Pro and Advanced plan.
Creating a scope reduction variation
Go to Job Actions > New Variation > Amend Existing Tasks and Costs > click Continue.
Select all tasks to include in the variation and click Continue. (Please note that uncheck in the select item modal means no change on the item.)
On the variation Details screen, either cancel the item you want to remove or reduce the quantity/sell price.
Once done, click Issue & Accept. You will be prompted with two options; select Delete Cancelled Items on the Job, then click Confirm to mark the variation as accepted.
Once completed, the variation will be created, the reduced amount will appear under the Quotes section in the Financials tab, and the task will be removed from the job.
Frequently Asked Questions
What is the difference between cancelling an item and reducing its quantity or sell price?
You would cancel an item if the task is no longer going ahead and needs to be fully removed from the job. You'd reduce the quantity/sell price if you're still delivering the task but at a reduced price/time.
Which plan do I need to create a variation?
Your account needs to be on the Advanced tier.
Where can I see the reduction after I’ve issued it?
The reduced amount appears under Quotes in the job’s Financials tab.