Variations
Overview
Variations are used for job or build changes with or without price adjustments. They can be allocated to existing Cost Centre budgets or created as new Cost Centre budget for tracking its costs against in Cost Control. Also, variation payment claims can be separated and allocated to multiple claim stages in Progress Payments.
Variations can be raised for both a client or sub-contractor, previewed, saved to PDF, and auto-filed chronologically for easy tracking.
Variations will only show in Cost Control and or Progress Payments after they have been marked () Approved.
See Toolbar and Related Features below to learn how Variations work and interact with other features in SoloAssist.
Toolbar

Opens a new client or sub-contractor Variation for entering its items, costs and setting up its payment claims. It can then be previewed, printed or saved to PDF.

Opens an existing Variation to view or edit.

Deletes the selected Variation. Once deleted, it cannot be undone.

Enables the selected Variation to be previewed, printed or saved to PDF.

Is used for Lump Sum (% complete monthly, fortnightly, weekly) or Cost Plus claim methods. It works in conjunction with the Cost Centres % complete and expense invoices in Cost Control.

Opens the on-screen takeoff measuring tool. This enables you to add job plans, calibrate them to scale, then start measuring up quantities sending them directly into your quote. Your quantities can be linked and sent to the Cost Schedule, Timber List or Job Specifications. We recommend you set up with duel large screens to optimise your quoting efficiency.

Allows you to customise the Variations terms & conditions for both a client and sub-contractor. This will show on the Variation print report with its details.

Opens the SoloAssist Help Centre to the topic you are currently in. Learn more faster!
How do I...
Add a New Variation?


Step 5 is used for Client Variations only.



Print and email a Variation?
When printing reports from SoloAssist, select the Microsoft Print to PDF printer option, then select Preview. After checking over the document in Preview, select Print and you will be prompted to save the file to PDF. Then you can attach the PDF file to email.
Digitally sign documentation
If you have a touch-screen device with a digital pen, you can digitally sign any PDF documentation saved from SoloAssist.
Claim Methods
Variation - Fixed Price (standard payment stages)
When raising a Fixed Price Variation you will need to follow the steps below.

Then go to Progress Payments and add a new Sales Invoice against the Payment Stage of the Variation and make sure it is marked included ().

Preview the Sales Invoice, Save as PDF, then email the Sales Invoice with the signed Variation to the client.
Variation - Lump Sum (% complete monthly, fortnightly, weekly)
When using a Lump Sum claim method, the Variation will be claimed from the % complete entered against the Variations Cost Centre in Cost Control.
Make sure when using this claim method, not to allocate payment claims to the Progress Payments claim stages. Otherwise, you will be double claiming the Variation.
Variation - Cost Plus
Cost Plus - Variations in a Cost Plus Contract
Fixed Price - Variations in a Cost Plus Contract
Troubleshooting
Variations - Approved / Unapproved?
() Unapproved Variations will not show in Cost Control or Progress Payments until marked (
) Approved.