After the client signs — locked quotes and change orders

The moment a client signs, the quote stops being a working document and becomes evidence. Clavoz
freezes it on purpose, and the whole point is that when you open that job in six months, what you
see is exactly what the client agreed to — not what somebody typed into it last Tuesday.

The locked state

An accepted quote shows a banner at the top of the builder:

Signed: this quote is locked
The client signed this price. To change the scope, add a change order; the signed proposal stays
exactly as it was.

Every edit path on that quote is refused server-side too, with the reason stated plainly — "This
quote has been accepted and signed — it can no longer be edited" — rather than letting each edit
fail with its own mystery error.

That covers the whole quote: line items, quantities, prices, tier wording, exclusions, warranty
terms, payment schedule. Not because the software is being difficult, but because the client is
holding a copy of that document, and a document whose numbers can change afterwards is not a
contract — it is a draft.

What you can still do

Locked does not mean read-only for the job. On a signed quote you can still:

• Export PDF — the signed copy, with the signature, the certificate and the audit stamp.
• Export Material Takeoff and Print Crew Work Order — the field documents, which contain no
  pricing to disagree with.
• Activity Log — who changed what, and when, including the signature event.
• Log costs against the job, so the quote's margin tells you the truth as the work progresses.
• Request Milestone Draw on any stage that is not yet released.

Those are all reads or job-progress records; none of them rewrites what the client signed.

Adding work afterwards: change orders

Clients ask for more work. Almost always, it is legitimate — a wall that turned out to be rotten,
a homeowner who wants the hallway done while you are there, a carrier who approves a supplement
after the first check.

That is what Add change order is for. You will find it in the green locked banner at the top of
the builder, and again under More Actions → Add Change Order (it appears there only once the
quote is signed).

Choose it and Clavoz creates a linked child quote:

• its title is built from the parent — for example "Roof Replacement — Change Order CO1";
• it carries the change-order code (CO1, then CO2, and so on);
• it inherits the client, so the paperwork stays attached to the same person;
• it is a normal draft quote in every other way: add line items, price them, then send it with its
  own link and its own signature.

The parent is untouched. The signed proposal still says what it always said, and the change order
is a separate document the client signs separately. That is the difference between a change order
and an argument.

The deposit, if they signed before you set it up

Deposit instructions live in Deposit Payment & Instructions in the quote builder, and the
client sees them on the success screen right after they sign. If you set them up first, the
homeowner is looking at a Pay Deposit Online button, a scannable QR code, your Venmo handle and
your wire details at the exact moment they are happiest.

If you set them up afterwards, they simply did not see them on that screen. Send the instructions
(or the link) the way you would normally chase a deposit — the panel still shows the amount to ask
for.

Where to go next

• Deposits, milestone stages and draw sign-off: /help/estimates/insurance-payment-schedule
• Sending and signing in the first place: /help/proposals/sending-and-signing
• What the client sees on the signed page: /help/getting-started/quick-start