Open estimates
Follow up professionally while the job is still winnable. Stop when the customer replies or decides.
Follow up open estimates, turn jobsite changes into signed approvals, and keep overdue invoices moving—without replacing the tools you already use.
No card required. Start with a PDF, photo, spreadsheet, or manual entry.
The estimate goes quiet. The client asks for one small change. The invoice ages while everyone is busy. MarginBolt makes the next action clear.
Follow up professionally while the job is still winnable. Stop when the customer replies or decides.
Capture what changed. Your team confirms scope, price, and schedule before the client signs.
Send factual reminders with the payment link you already trust. Pause on reply, dispute, payment, or opt-out.
Record a voice note, add photos, and state what changed. The production workflow keeps source evidence beside the draft and blocks live use until your team confirms price, schedule, recipient, and document.
Try the change-order demoStart with three active items at no cost. Upgrade when the workflow proves useful.
Annual plans are priced at ten monthly payments. SMS, when operationally available, is billed separately. No plan is labeled “most popular” without real data.